Workflow management rules allow businesses to define their business processes without an extensive knowledge of programming. These rules can be used by organizations to automate the process of completing tasks and detect any issues in real-time.
In the workflow, evaluation criteria determine when an action must be completed. The criteria can be based upon various parameters, including the field’s value, the type of record as well as the owner of records and much more. Workflow rules can also be set up to trigger actions based on events relating to notes in a specific module. A company can set the rule to trigger whenever a note is created or modified so that customer support teams are able to keep track of any mentions of competitors and respond quickly.
A rule can trigger an immediate action or a scheduled action. Instant actions happen in the instant the rule is activated when scheduled actions occur at an earlier date and time.
When a scheduled action occurs it will be carried out according to the scheduled date and time. The action can be an email notification, field update, task, webhook or function. You can also select any existing email notifications, tasks, field updates or webhooks to be associated with the planned action. You can also choose a tag to filter the recorded data to the specific action.
www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/