Zoho Workflow Management Rules – Types of Workflows

Workflow management guidelines are the core of your workflow. You can automatize routine tasks, predict bottlenecks and simplify tasks with the appropriate tools. However, even the best laid plans can be blunder by unexpected events or mistakes made by employees. A workflow management system can help you identify problems before they become full-blown problems and help you to avoid permanent damage by solving them quickly.

There are various types of workflows, based on how complex your workflow. Sequential workflows are a series steps that must be executed in order. A step www.managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/ can’t begin until the preceding one is completed. State-machine workflows require input from a variety of team members and are usually repeated until the task is completed. Rules-driven workflows are sequential, but include additional rules, typically constructed as conditional „if this is true, then that” statements. Parallel workflows are designed to tackle a set of tasks simultaneously in order to move towards their completion.

With Zoho’s workflow program, you can create and configure rules that monitor and control the results of any record, based on certain conditions. You can even send automatic email notifications to the submitter and an approver of a document when the rule is triggered. A workflow rule can be used to change field values automatically.

If you are building workflow rules for records, ensure that your approval and assignment procedures are set-up correctly to avoid conflicting assignments. You may need to assign different approvers for incidents based on the severity of the incident (e.g. high severity vs. low severity incidents). You can identify conflicts between rules by viewing the workflow rule log which you can access if you have the Manage Workflow Rules permission or have the wider permission to view system logs.