Your business works on a group of complex, interdependent processes. Once one of those processes hits a snag, it might throw off the complete chain.
That’s why work flow management rules are important. That they let businesses automate workflows to eliminate bottlenecks, ensure that all of the right simple steps are used, and prevent costly delays.
A workflow procedure can be caused when a record meets certain criteria, or perhaps because a specified event occurs in the system. You will be able set up an action, just like an email notify, a task, a field update, a webhook, or a custom function, that will be accomplished when the rule is initiated.
You can also build a time depending action, www.managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ which will be induced at a specific date and time in the future. You can choose from a number of dates and times in the custom list view, or you can use conditions Pattern Manager to create an advanced filter incorporating multiple conditions using rational operators like as well as or.
Workflow rules can be triggered by many people events, just like Mass Update, Macros, or when records are transformed through the title process. They will also be triggered by a user editing a record or when an approval method is completed.