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What Are Workflow Management Rules?

Workflow management rules let businesses to define their business processes without extensive programming knowledge. These rules can be used by organizations to automate the execution of tasks and identify any potential issues in real-time.

In a workflow rule, evaluation criteria are set to determine the exact time the action should be carried out. The criteria can be based on a variety of parameters, including field values and record types and ownership of records and more. Workflow rules can also be configured to trigger actions based on events relating to notes within a particular module. A company can set the rule to trigger whenever a note is created or modified to ensure that customer support teams are able to keep track of competitor mentions and respond quickly.

When a rule is activated, the action can be either an instant action or a scheduled one. Instant actions occur at the moment the rule is activated when scheduled actions occur at later dates and times.

When a scheduled action is initiated and executed, the action will be carried out according to the scheduled date and time. The action could be a task, email notification field update webhook or function. You can also select any email notifications, tasks fields updates, webhooks and webhooks to be associated with the scheduled action. You can also select the tag that will be used to filter the recorded data for this action.

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