Workflow management rules form the basis of your workflow. With the proper tools, you can reduce tasks, anticipate bottlenecks and automate routine activities. Even the best laid plans can be ruined by unexpected events or employee mistakes. A workflow management system will alert you to any potential issues before they become major issues and assist you in avoiding permanent damage by quickly resolving these.
There are different types of workflows, based on how complicated your workflow is. Sequential workflows are comprised of a sequence of steps that must occur in order; one step isn’t able to begin until the previous step is complete. State-machine work flow processes require input from several team members and are usually iterative until the task has been completed. Rules-driven workflows follow a sequential structure but they also contain additional rules. These are usually designed as conditionsal statements like “if this then that”. Parallel workflows are designed to accomplish several tasks at the same time.
With Zoho’s workflow application, you can create and modify rules that monitor and control the outcome of any record based on specific conditions. You can even send automatic email notifications to the submitter and an approver of a document when the rule is triggered. You can also automate the updating of fields with the use of workflow rules.
If you are building workflow rules for records, be sure that your approval and assignment procedures are set-up correctly to avoid conflicts in assignments. You might need to assign different approvers to incident records depending on their severity. high severity vs. low severity incidents). It is possible to determine whether there are conflicts between rules if you view the workflow rule log. This log is available when you have Manage Workflow Rules or the larger system logs enabled.