Zoho Workflow Management Rules – Types of Workflows
Workflow management guidelines are the core of your workflow. You can automate routine tasks, predict bottlenecks, and streamline your work with the appropriate tools. However, even the most well-planned plans can be tangled by unexpected events or employee missteps. A workflow management system will warn you of potential problems before they turn into major issues and can help you avoid permanent damage by quickly resolving these.
There are different types of workflows, based on how complex your workflow. Sequential workflows are comprised of a sequence of steps that must occur in order. A step cannot begin until the previous one is completed. State-machine workflows require input from several team members, and often move back and forth until the task is completed. Rules-driven workflows are ordered but include additional rules, typically constructed as conditional “if this is the case, then this” statements. Parallel workflows are designed to finish a number of tasks at the same time.
With Zoho’s workflow software you can create and configure rules to monitor and then execute the outcome of any record based upon specified conditions. You can also send automated email notifications to the person who submitted and the approver of the record when the rule is triggered. You can also update fields with a workflow rule.
If you’re creating workflow rules at the record level, make sure that your approval and assignment processes are in place to avoid conflicts in assignments. You might need to assign different approvers to incidents based on their severity. High severity incidents as opposed to. low severity incidents). You can look for conflicting rules by reviewing the workflow rule log, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission.