Zoho Workflow Management Rules – Types of Workflows Workflow management rules are the basis of your workflow. You can automate repetitive tasks, identify bottlenecks and streamline tasks with the appropriate tools. Even the best laid plans can be undermined by unexpected events or errors by employees. A workflow management system can warn you of potential problems before they become serious issues and help you avoid lasting damage by resolving these quickly. There are a variety of workflows, based on how complicated your workflow is. Sequential workflows consist of a series of actions that must be carried out in a sequential manner. One step cannot begin until the previous one is completed. State-machine workflows require input from several team members, and are often iterative until the task has been completed. Rules-driven workflows are sequential but include additional rules, typically designed as conditional “if this is the case, then this” statements. Parallel workflows are designed to finish multiple tasks at the same time. You can use Zoho’s Workflow software to design and configure rules that will monitor and process any record in accordance with specified conditions. You can send automated emails to the submitter or approver of the record whenever the rule is activated. A workflow rule can be used to update field values automatically. If you’re creating workflow rules for records to be followed, make sure that your approval and assignment processes are properly set-up to avoid conflicts in assignments. You might choose to assign different approvers to incident records based on their severity. High severity https://managingworkflow.org/2021/12/06/business-process-optimization-pros/ incidents or. low severity incidents). You can determine if there are conflicts between rules by looking at the log of workflow rules, which you can access if have the Manage Workflow Rules permission or have the wider system logs permission enabled.
