Your business works on a series of complex, interdependent processes. Once one of those operations hits a snag, it could throw off the whole chain.
That’s why workflow management guidelines are important. They let businesses automate work flow to eliminate bottlenecks, ensure that all the right techniques are used, and prevent high priced delays.
A workflow control can be activated when a record meets certain criteria, or perhaps when a specified function occurs in the system. You can then set up www.managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/ an action, including an email notification, a task, an area update, a webhook, or a custom function, that will be accomplished when the control is prompted.
You can also build a time centered action, which will be caused at a specific date and time in the future. You can choose from a number of dates and times inside the custom list view, or you can use the Criteria Pattern Manager to create an advanced filter merging multiple circumstances using reasonable operators like and or or.
Work rules may be triggered by many people events, including Mass Update, Macros, or perhaps when records are adjusted through the possession process. They can also be brought about by a end user editing a record or perhaps when an approval method is completed.