Your business runs on a number of complex, interdependent processes. Once one of those processes hits a snag, it could throw off the entire chain.
That’s why work flow management guidelines are important. They will let businesses automate workflows to eliminate bottlenecks, ensure that all of the right measures are taken, and prevent costly delays.
A workflow secret can be initiated when a record meets selected criteria, or perhaps web if a specified celebration occurs in the system. You can then set up an action, including an email attentive, a task, a field update, a webhook, or a custom function, that will be accomplished when the procedure is prompted.
You can also set up a time depending action, which will be prompted at a unique date and time in the future. You can choose from various dates and times inside the custom list view, or you can use the Criteria Pattern Manager to create an advanced filter incorporating multiple conditions using logical employees like as well as or.
Work flow rules can be triggered by many events, just like Mass Upgrade, Macros, or when reports are adjusted through the possession process. They can also be brought on by a customer editing a record or perhaps when an approval process is completed.