Your business runs on a group of complex, interdependent processes. The moment one of those operations hits a snag, it could possibly throw off the entire chain.
That is why work flow management rules are important. They let businesses automate workflows to eliminate bottlenecks, ensure that every one of the right guidelines are considered, and prevent pricey delays.
A workflow control can be prompted when a record meets selected criteria, or every time a specified function occurs in the system. After that you can set up an action, just like an email notify, a task, a field update, a webhook, or a custom function, that will be performed when the regulation is brought about.
You can also create a time based action, which will be prompted at a selected date and time in the future. You can choose from various dates and times inside the custom list view, or perhaps you can use the Criteria Pattern Manager to create a sophisticated filter combining multiple circumstances using rational www.managingworkflow.org/ operators like as well as or.
Work rules may be triggered by many events, including Mass Renovation, Macros, or when documents are changed through the title process. They will also be activated by a user editing and enhancing a record or when an approval procedure is completed.