Zoho Workflow Management Rules – Types of Workflows
Workflow management rules are the foundation of your workflow. You can automatize repetitive tasks, identify bottlenecks and streamline tasks with the appropriate tools. But even the best-laid plans can be blunder by unexpected events or errors by employees. A workflow management system can help you identify problems before they become serious issues and help you to avoid permanent harm by resolving them quickly.
There are a variety of workflows, based on how complicated your workflow. Sequential workflows consist of a series of steps that have to be performed in order; one step cannot begin until the prior step is completed. State-machine work flows require input from multiple team members and are usually repeated until the job has been completed. Rules-driven workflows follow a sequential structure, but they also include additional rules. They are usually constructed as conditionsal statements like “if this then that”. Parallel workflows are designed to accomplish several tasks at once.
You can use Zoho’s Workflow application to create and configure rules to monitor and process any record on the basis of specific conditions. You can even send automated email notifications www.managingworkflow.org/2020/04/01/how-to-manage-your-workflow-more-effectively-using-a-data-room/ to the submitter and approver of the record when the rule is activated. You can also automatically update specific field values by using the help of a workflow rule.
If you’re creating workflow rules for records, make sure that your approval and assignment procedures are set-up correctly to avoid conflicts in assignments. For instance, you may choose to assign a different approver for incident records depending on their severity (e.g. high vs. low severity incidents). You can check whether there are conflicts between rules by looking at the log of workflow rules. The log is accessible if you have Manage Workflow Rules or the wider system logs turned on.