Zoho Workflow Management Rules – Types of Workflows

Workflow management rules are the heart of your workflow. You can automate repetitive tasks, predict bottlenecks and simplify tasks with the right tools. Even the most well-planned plans can be ruined by unexpected events or mistakes made by employees. A workflow management system can alert you to trouble spots before they become fully-fledged problems and help avoid lasting harm by resolving them quickly.

Based on the complexity of your workflow, there are various types. Sequential workflows consist of a series of steps that must be executed in a sequential manner. One step cannot begin until the previous step is completed. State-machine workflows require input from a variety of www.managingworkflow.org/ team members, and are often iterative until the project has been completed. Rules-driven workflows are sequential but include additional rules, typically constructed as conditional “if this, then that” statements. Parallel workflows are designed for completion of a number of tasks at one time.

With Zoho’s workflow software, you can create and configure rules to monitor and execute the outcome of any record, based on certain conditions. You can send automated emails to the submitter or approver of the record when the rule is activated. A workflow rule can be used to update field values automatically.

If you’re creating workflow rules for records, be sure that your approval and assignment procedures are properly set up to avoid conflicting assignments. You might choose to assign different approvers for incident records based on the severity of the incident (e.g. high vs. low severity incidents). You can check whether there are conflicts between rules by looking at the workflow rule log. This log is available when you’ve got Manage Workflow Rules or the wider system logs enabled.

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