Zoho Workflow Management Rules - Types of Workflows

Workflow management rules are at the foundation of your workflow. With the right tools, you can streamline tasks, predict bottlenecks, and automate recurring tasks. Even the best laid plans can be ruined by unplanned events or mistakes by employees. A workflow management system can alert you to trouble spots before they become complete problems and help to avoid permanent damage by solving them quickly.

There are many types of workflows, depending on how complicated your workflow is. Sequential workflows consist of a series of steps that must occur in order. Each process can’t begin until the prior step is completed. State-machine workflows require input from multiple team members, and frequently repeat until the task is completed. Rules-driven workflows follow a sequence but they also contain additional rules. These are usually designed as conditional statements, like “if this then that”. Parallel workflows tackle a series of tasks simultaneously in order to move them towards completion.

With Zoho’s workflow program, you can build and configure rules to monitor and then execute the outcome of any record, based on certain conditions. You can send automated emails to the submitter or approver of the record when the rule triggers. You can also automatically update specified field values with the help of a workflow rule.

If you’re creating www.managingworkflow.org/2020/04/01/how-to-manage-your-workflow-more-effectively-using-a-data-room/ workflow rules for records, make sure that your approval and assignment procedures are properly set up to avoid conflicting assignments. For example, you may prefer to assign an approver to incident records depending on their severity (e.g. high severity vs. low severity incidents). You can check for conflicts between rules by looking at the workflow rule log which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission enabled.