Zoho Workflow Management Rules – Types of Workflows

Workflow management rules form the basis of your workflow. You can automatize routine tasks, predict bottlenecks and simplify tasks with the right tools. However, even the best laid plans can be tangled by unexpected events or errors by employees. A workflow management system can alert you to potential problems before they become major problems and can help you avoid permanent damage by resolving these quickly.

There are many types of workflows, depending on how complex your workflow is. Sequential workflows consist of a series of steps that must be completed in order. A step isn’t able to begin until the preceding step is complete. State-machine workflows require input from several team members, and typically are repeated until the task is completed. Rules-driven workflows follow a chronological format, but they also include additional rules. They are typically designed as conditionsal statements like “if this then that”. Parallel workflows are designed for completion of several tasks at one time.

With Zoho’s workflow software you can create and modify rules to monitor and execute the results of any record based on specific conditions. You can even send automatic email notifications to the person who submitted and the approver of a record when the rule is activated. A workflow rule can be used to change field values automatically.

If you’re building workflow rules at the record level, make sure that your approval and visit homepage assignment processes are set up correctly to avoid conflicting assignments. You might 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 see whether there is a conflict between rules by looking at the log of workflow rules. This log is available if you have Manage Workflow Rules or the wider system logs turned on.