Workflow management rules https://managingworkflow.org/2021/12/06/business-process-optimization-pros/ are an opportunity for businesses to design their own business processes without needing vast programming knowledge. These rules allow organizations to automate the execution of tasks and spot any potential problems in real time.
In a workflow rule, criteria for evaluation are established to determine the time at which the action is required to be performed. The criteria can be based on various parameters, including fields, record types as well as the ownership of records and much more. Workflow rules can also be set up to trigger actions in response to events related to notes within a particular module. A company could set the rule to trigger whenever a note is created or modified so that support teams are able to keep track of mentions by competitors and respond quickly.
A rule can trigger an immediate action or a scheduled one. Instant actions are triggered immediately after the rule is activated. Scheduled actions trigger later.
The scheduled action will be executed at the date and time specified. The action can be an email notification, task field update webhook, or even a function. You can also select any email notifications, tasks field updates, webhooks, or field notifications, 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.