Your business works on a number of complex, interdependent processes. When ever one of those techniques hits a snag, it may throw off the whole chain.
That is why work management rules are important. They will let businesses automate workflows to eliminate bottlenecks, ensure that all the right basic steps are considered, and prevent costly delays.
A workflow guideline can be initiated when a record meets certain criteria, or when a specified function occurs inside the system. You may then set up an action, including an email inform, a task, a field update, a webhook, or possibly a custom function, that will be executed when the rule is induced.
You can also set up a time founded action, which will be brought about at a unique date and time in the future. You can choose from various dates and times in the custom list view, or perhaps you can use conditions Pattern Manager to create a sophisticated filter combining multiple conditions using logical web workers like as well as or.
Workflow rules can be triggered by many people events, such as Mass Bring up to date, Macros, or when details are improved through the property process. They can also be prompted by a user enhancing a record or perhaps when an approval process is completed.