Xem Nhiều 6/2024 # What Are Workflow Management Rules? Bao Nhiêu Tiền? Mua Ở Đâu Giá Rẻ? # Top Yêu Thích

Workflow management rules allow companies to define their business processes without an extensive knowledge of programming. These rules let businesses automate the task of completion and detect any issues in real-time.

In a workflow, the evaluation criteria determine when an action should be performed. The criteria can be based on various parameters like the field’s value, the type of record or ownership 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. For instance, a company might configure the rule to trigger when notes are added or modified so that it’s easy for customer support teams to keep track of competitor mentions in emails and then respond quickly.

When a rule is activated it will trigger either an instant action or a scheduled one. Instant actions take effect when the rule is activated while scheduled actions are triggered at a later date and time.

The scheduled action will take place at the time and date specified. The action could be an email notification, task, field update, webhook or function. You can also select any email notifications, tasks, field updates, webhooks to be linked to the scheduled action. You can also choose a tag to filter the recorded data to the specific action.


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