Workflow management rules are at the foundation of your workflow. You can automatize repetitive tasks, predict bottlenecks, and streamline your work with the appropriate tools. However, even the most well-planned plans can be blunder by unexpected events or errors by employees. A workflow management system can alert you to trouble spots before they become fully-fledged problems and help to avoid permanent harm by resolving them quickly.
Depending on the degree of complexity of your workflow there are various types. Sequential workflows are comprised of a sequence of steps that have to be performed in order. Each step cannot begin until the preceding step is completed. State-machine work flows require input from multiple team members and are usually iterative until the task is completed. Rules-driven workflows are sequential but also include additional rules, which are typically designed as conditional “if this is the case, then this” statements. Parallel workflows perform a variety of tasks simultaneously, advancing them toward completion.
You can use Zoho’s Workflow software to design and configure rules that will monitor and perform any action based upon specified conditions. You can even send automated email notifications to the person who submitted and the an approver of a document when the rule is activated. You can also automate the updating of the field’s values using an automated workflow rule.
If you’re creating workflow guidelines at the record level, be sure that your approval and assignment processes are in place to avoid conflicts in assignments. For instance, you may prefer to assign an approver for incident records based on their severity (e.g. High severity incidents vs. incidents with low severity). You can look for conflicting rules by reviewing the workflow rule log, which is accessible if you have the Manage Workflow Rules permission or have the system logs permission activated.