Your business operates on a number of complex, interdependent processes. Once one of those processes hits a snag, it might throw off the entire chain.
That is why work flow management rules are important. That they let businesses automate workflows to eliminate bottlenecks, ensure that each of the right guidelines are used, and prevent pricey delays.
A workflow regulation can be brought on when a record meets particular criteria, or if your specified celebration occurs in the system. You will be able set up an action, such as an email warn, a task, a field update, a webhook, or maybe a custom function, that will be performed when the regulation is activated.
You can also create a time based action, which will be brought on at a specialized date and time in the near future. You can choose from various dates and times in the custom list view, or perhaps you can use conditions Pattern Editor to create a professional filter combining multiple conditions using rational additional resources providers like as well as or.
Work rules may be triggered by many people events, including Mass Replace, Macros, or when files are transformed through the property process. They will also be prompted by a end user croping and editing a record or perhaps when an approval process is completed.