Workflow management rules allow companies to define their business processes without needing vast programming expertise. These rules can be used by organizations to automate the execution of tasks and identify any potential issues in real-time.

In a workflow rule, the criteria for evaluation are data room set to determine the exact time the action should be executed. The criteria can be based upon various parameters, including field values, record types, ownership of records and many more. Workflow rules are able to be configured to trigger actions based upon events involving notes in the particular module. A company could set the rule to trigger every time a note is made or modified so that customer support teams can easily keep track of the mentions of competitors and respond quickly.

A rule can trigger an immediate action, or a scheduled action. Instant actions take effect when the rule is activated when scheduled actions occur at later dates and times.

Once a scheduled task occurs and the action is performed according to the set date and time. The action could be an email notification, field update, task, webhook, or function. You can also select any email notifications, tasks, field updates or webhooks to associate with the planned action. You can also select a tag to filter the recorded information for the action.