Workflow management rules provide an data room opportunity for companies to design their own business procedures without requiring vast programming knowledge. These rules can be used by organizations to automate the completion of tasks and to identify any potential issues in real time.
In a workflow rule, the criteria for evaluation are defined to determine when the action is required to be performed. The criteria could be based on different parameters, including fields as well as record types and ownership of records and more. Workflow rules can also be configured to trigger actions in response to events related to notes in a particular module. For example, a company could set up the rule to be executed when a note is added or modified in order that it is simple for customer support teams to keep track of competitor mentions in emails and respond promptly.
A rule can trigger an instant action or a scheduled event. Instant actions are triggered when the rule is activated while scheduled ones are triggered at an earlier date and time.
Once a scheduled task is activated and executed, the action will be executed according to the configured date and time. The action can be an email notification, field update, task, webhook, or function. You can also choose any email notifications, tasks, field updates, webhooks, to be associated with the scheduled action. You can also select the tag that you want to use to filter the recorded data to the action.