Zoho Workflow Management Rules – Types of Workflows

Workflow management rules form the heart of your workflow. You can automate routine tasks, predict bottlenecks, and streamline your work with the appropriate tools. But even the best-laid plans can be tangled by unplanned events or employee mistakes. A workflow management system can help you identify problems before they become fully-fledged problems and help avoid lasting damage by quickly resolving them.

Depending on the degree of complexity of your workflow there are various types. Sequential workflows are comprised of a sequence of steps that must be completed in order. Each step can’t start until the previous step is complete. State-machine workflows require input from multiple team members and usually move back and forth until the task is completed. Rules-driven workflows follow a sequential structure but they also contain additional rules. These are usually designed as conditional statements, such as “if this then that”. Parallel www.managingworkflow.org/2020/04/01/how-to-manage-your-workflow-more-effectively-using-a-data-room/ workflows are designed to finish multiple tasks simultaneously.

Zoho’s Workflow program to create and configure rules that monitor and then execute any record based upon specified conditions. You can even send automatic email notifications to the submitter and approver of the record when the rule is activated. You can also automate the updating of specified field values with the help of a workflow rule.

If you’re creating workflow guidelines at the record level, be sure your assignment and approval processes are properly set up to avoid conflicts in assignments. You might need to assign different approvers for incident records depending on their severity. high severity vs. low severity incidents). You can check for conflicts between rules by looking through the workflow rule log, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission enabled.