Zoho Workflow Management Rules – Types of Workflows

Workflow management rules are the foundation of your workflow. You can managingworkflow.org/ automate routine tasks, predict bottlenecks, and streamline your work with the appropriate tools. Even the most well-planned plans can be ruined by unexpected events or errors by employees. A workflow management system can alert you to problems before they turn into serious issues and help you to avoid permanent damage by quickly resolving them.

Based on the degree of complexity of your workflow there are several types. Sequential workflows comprise a series of steps that have to be performed in a sequential order. One process can’t begin until the previous one is complete. State-machine workflows require input from multiple team members, and frequently repeat until the task is completed. Rules-driven workflows are a sequential process, but contain additional rules, usually created as conditional “if this is true, then that” statements. Parallel workflows perform a variety of tasks at the same time to move towards their completion.

You can use Zoho’s Workflow software to create and configure rules that monitor and execute any record based upon specified conditions. You can send automated emails to the person who submitted or the approver of the record whenever the rule is activated. A workflow rule can be used to change field values automatically.

If you are building workflow rules for records, be sure that your approval and assignment processes are properly set up to avoid conflicts in assignments. You may choose to assign different approvers to incident records based on the severity of the incident (e.g. High severity incidents as opposed to. Low severity incidents You can identify conflicts between rules by viewing the workflow rule log which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission enabled.