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What Are Workflow Management Rules?

Workflow management rules enable businesses to define their business processes without needing an extensive knowledge of programming. These rules let businesses automate the completion of tasks and identify any potential issues in real time.

In a workflow, the evaluation criteria determine when an action must be completed. The criteria can be based on various parameters, including fields, record types, ownership of records, and more. Workflow rules can be set up to trigger action based on events that relate to notes in a particular module. For instance, a company could set up the rule to be executed when a note is added or modified, so that it's easy for support teams to keep track of any mentions of competitors in emails and respond promptly.

A rule can trigger an immediate action or a scheduled one. Instant actions happen the minute the rule is activated, while scheduled actions are activated at an earlier date and time.

The scheduled action will be performed at the time and date specified. The action can be a task, email notification field update webhook or function. You can also choose any existing email notifications or tasks field updates, webhooks, or field notifications to be linked to the scheduled action. You can also choose the tag that will be used to filter the recorded data for this specific action.