Workflow management rules form the basis of your workflow. With the right tools, you will be able to streamline tasks, predict bottlenecks, and automate recurring activities. However, even the most well-planned plans can be scuppered by unplanned events or employee mistakes. A workflow management system can alert you to any potential issues before they become major issues and can aid in avoiding lasting damage by quickly resolving these.
There are different types of workflows, depending on how complicated your workflow. Sequential workflows are a sequence of steps that must be performed in order. A step can’t begin until the previous one is completed. State-machine workflows require input from several team members, and frequently are repeated until the task is completed. Rules-driven workflows are sequential, but contain additional rules, usually constructed as conditional “if this is the case, then this” statements. Parallel workflows are designed to finish multiple tasks at once.
With Zoho’s workflow software you can create and configure rules to monitor and then execute the results of any record based upon specified conditions. You can even send automatic email notifications to the submitter and an approver of a record once the rule is activated. A workflow rule can be used to change field values automatically.
If you’re developing workflow rules at the record level, be sure your assignment and approval processes are set up correctly to avoid conflicts in assignments. For instance, you may want to assign a different approver for incidents based on their severity (e.g. high vs. low severity incidents). You can determine whether there is a conflict between rules if you view the workflow rule log. This log is available in the event that you have Manage Workflow Rules or the larger system logs enabled.
www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/