Your business operates on a group of complex, interdependent processes. When one of those functions hits a snag, it could possibly throw off the whole chain.
That’s why work flow management guidelines are important. That they let businesses automate workflows to eliminate bottlenecks, ensure that all the right procedures are taken, and prevent costly delays.
A workflow guideline can be prompted when a record meets several criteria, or because a specified event occurs inside the system. You will be able set up an action, just like an email alarm, a task, an area update, a webhook, or possibly a custom function, that will be performed when the secret is brought about.
You can also build a time centered action, which will be brought on at a specific date and time in the near future. You can choose from a number of dates and times inside the custom list view, or you can use conditions Pattern Manager to create an advanced filter combining multiple conditions using rational operators like and or or.
Work rules may be triggered by many people events, including Mass Change, Macros, or when reports are altered through the control process. They will also be prompted by a user editing and enhancing a record or perhaps when site an approval method is completed.