Workflow management rules are at the basis of your workflow. With the right tools, you can simplify tasks, spot bottlenecks, and automate repetitive activities. But even additional resources the best-laid plans can get tripped up by unplanned events or employee mistakes. A workflow management system will alert you to potential problems before they become major issues and can assist you in avoiding permanent damage by resolving these issues quickly.

Depending on the degree of complexity of your workflow there are various types. Sequential workflows are a sequence of actions that must be carried out in order. One step is not able to begin after the previous one has been completed. State-machine workflows require input from several team members, and typically move back and forth until the task is completed. Rules-driven workflows are ordered but include additional rules, typically designed as conditional “if this is true, then that” statements. Parallel workflows are designed to finish multiple tasks at one time.

With Zoho’s workflow software you can design and set up 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 an approver of a record once the rule is activated. A workflow rule can be used to change field values automatically.

If you’re creating workflow rules for records, ensure that your approval and assignment processes are set-up correctly to avoid conflicting assignments. You may want to assign different approvers to incidents based on their severity. High severity incidents or. incidents of low severity). You can look for conflicts between rules by viewing the workflow rule log, which you can access if you have the Manage Workflow Rules permission or have the system logs permission activated.