Workflow management rules are a way for businesses to define their own business procedures without requiring extensive programming knowledge. These rules help organizations automate the execution of tasks that need to be completed and provide the ability to spot possible issues with a process in real-time.

In a workflow rule, the criteria for evaluation are set to determine when the rule should be implemented. The criteria can be based on a variety of parameters, including fields as well as record types and ownership of records and more. Workflow rules can also be configured to trigger actions in response to events related to notes in a particular module. A company can set the rule to be executed when a note is created or modified so that customer support teams can keep track of the mentions of competitors and respond quickly.

A rule can trigger an instant action or a scheduled action. Instant actions happen the minute the rule is activated, when scheduled actions occur at later dates and times.

The scheduled action will be carried out at the date and time set. The action could be an email notification, field update, task webhook, or function. You can also choose any existing email notifications or tasks field updates, webhooks, or field notifications that are to be incorporated into board room the scheduled action. You can also select the tag that you want to use to filter the recorded data for the specific action.