Your business works on a group of complex, interdependent processes. When ever one of those processes hits a snag, it might throw off the whole chain.
That is why work management guidelines are important. They will let businesses automate work flow to eliminate bottlenecks, ensure that each of the right basic steps are taken, and prevent high priced delays.
A workflow rule can be activated when a record meets particular criteria, or perhaps view every time a specified celebration occurs in the system. After that you can set up an action, including an email advise, a task, a field update, a webhook, or possibly a custom function, that will be accomplished when the procedure is induced.
You can also create a time founded action, which will be initiated at a specialized date and time in the near future. You can choose from a range of dates and times in the custom list view, or else you can use conditions Pattern Editor to create an advanced filter combining multiple circumstances using rational employees like as well as or.
Workflow rules can be triggered by many events, just like Mass Bring up to date, Macros, or perhaps when records are changed through the control process. They can also be prompted by a end user editing and enhancing a record or perhaps when an approval process is completed.