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Zoho Workflow Management Rules – Types of Workflows
By admin | September 29, 2024
Workflow management rules form the basis of your workflow. With the proper tools, you can streamline tasks, predict bottlenecks and automate routine activities. Even the most well-planned plans can be ruined by unexpected events or mistakes made by employees. A workflow management system can alert you to issues before they develop into fully-fledged problems and help to avoid harm by resolving them quickly.
Based on the degree of complexity of your workflow there are a variety of workflows. Sequential workflows are a series steps that must be executed in a sequential manner. The first step cannot start until the preceding one is completed. State-machine work flow processes require input from multiple team members, and are often repeated until the job has been completed. Rules-driven workflows are ordered but have additional rules that are usually created as conditional “if this is true, then that” statements. Parallel workflows handle a number of tasks at the same time to move towards their completion.
With Zoho’s workflow software you can build and configure rules that monitor and control the outcome of any record based upon specified conditions. You can even send automatic email notifications to the submitter and approver of the record when the rule is activated. You can also make it automatic to update fields with an automated workflow rule.
If you are creating workflow rules for records, make sure that your approval and assignment procedures are properly set up to avoid conflicts in assignments. You may want to assign different approvers for incident records depending on their severity. high severity vs. low severity incidents). You can look for conflicting rules by reviewing the workflow rule log, which you can access if you have the Manage Workflow Rules permission or have the system logs permission enabled.
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