Workflow management rules are the core of your workflow. You can automatize routine tasks, predict bottlenecks and streamline your tasks using the appropriate tools. But even the best-laid plans can be blunder by unexpected events or mistakes made by employees. A workflow management system can alert you to potential problems before they turn into major issues and help you avoid lasting damage by resolving these quickly.
Based on the level of your workflow’s complexity, there are several types. Sequential workflows comprise a series of steps which must be carried out in a sequential order. One step cannot begin until the previous step is completed. State-machine workflows require input from multiple team members, and frequently are repeated until the task is completed. Rules-driven workflows follow a sequential structure but they also contain additional rules. They are typically designed as conditional statements, like “if this then that”. Parallel workflows handle a number of tasks at the same time to move towards completing.
You can use Zoho’s Workflow software to design and configure rules to monitor and execute any record based upon specified conditions. You can send automated emails to the person who submitted or the approver of the record when the rule triggers. A workflow rule can be used to update field values automatically.
If you are building workflow rules for records, ensure that your approval and assignment procedures are properly set up to avoid conflicting assignments. You might decide to assign different approvers to incidents based on the severity of the incident (e.g. high severity vs. low severity incidents). You can determine if there are conflicts between rules by viewing the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission activated.
https://managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/