Zoho Workflow Management Rules – Types of Workflows
Workflow management rules are the basis of your workflow. You can automate repetitive tasks, anticipate bottlenecks and streamline tasks with the right tools. Even the most well-planned plans can be derailed by unexpected events or mistakes made by employees. A workflow management system can alert you to issues before they develop into complete problems and help to avoid permanent harm by resolving them quickly.
There are various types of workflows, based on how complex your workflow is. Sequential workflows consist of a series of steps that must be completed in order. A step cannot begin until the previous one is completed. State-machine work flows require input from several team members and are usually iterative until the project has been completed. Rules-driven workflows follow a chronological format, but they also include additional rules. These are usually designed as conditional statements, like “if this then that”. Parallel workflows are designed to complete a number of tasks at once.
With Zoho’s workflow software you can build and configure rules to monitor and determine the outcome of any record based on specific conditions. You can send automated emails to the submitter or approver of the record whenever the rule triggers. A workflow rule can be used to change field values automatically.
If you’re creating workflow rules for records, make sure that your approval and assignment processes are properly set up to avoid conflicting assignments. You may need to assign different approvers to incident records based on the severity of the incident (e.g. High severity incidents as opposed to. incidents with low severity). You can identify conflicts between rules by looking at the workflow rule log, which you can access if have the Manage Workflow Rules permission or have the wider system logs permission activated.
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