Workflow www.managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ management rules form the foundation of your workflow. You can automate repetitive tasks, predict bottlenecks and streamline your tasks using the right tools. However, even the best laid plans can be tangled by unexpected events or mistakes made by employees. A workflow management system will warn you of potential problems before they become major issues and help you avoid lasting harm by resolving them quickly.

Depending on the level of your workflow’s complexity, there are various types. Sequential workflows consist of a series of steps which must be carried out in order; one step isn’t able to begin until the preceding step is completed. State-machine workflows require input from multiple team members, and frequently repeat until the task is completed. Rules-driven workflows follow a chronological format however, they can also incorporate additional rules. They are usually constructed as conditional statements, like “if this then that”. Parallel workflows are designed to finish a number of tasks at one time.

Zoho’s Workflow software to create and configure rules that will monitor and then execute any record in accordance with specified conditions. You can even send automated email notifications to the person who submitted and the approver of the record when the rule is triggered. You can also make it automatic to update specific field values by using the use of workflow rules.

If you are creating workflow rules for records, ensure that your approval and assignment procedures are set-up correctly to avoid conflicts in assignments. For example, you may want to assign a different approver for incident records in accordance with their severity (e.g. High severity incidents vs. low severity incidents). You can look for conflicts between rules by looking at the workflow rule log, which you can access if have the Manage Workflow Rules permission or have the wider system logs permission enabled.