Workflow management rules are the core of your workflow. You can automate routine tasks, predict bottlenecks and streamline your tasks using the appropriate tools. But even the best-laid plans can be tangled by unplanned events or employee mistakes. A workflow management system can alert you to any potential issues before they turn into major issues and can help you avoid lasting damage by resolving these quickly.
Based on the degree of complexity of your workflow there are a variety of workflows. Sequential workflows consist of a series of actions that must be carried out in order. One step cannot begin after the previous one has been completed. State-machine work flows require input from a variety of team members and are usually repeated until the job has been completed. Rules-driven workflows follow a chronological format, but they also include additional rules. They are typically constructed as conditional statements, like “if this then that”. Parallel workflows tackle a series of tasks simultaneously, advancing them toward completion.
With Zoho’s workflow software you can create and configure rules that monitor and control the results of any record based on specified conditions. You can send automated emails to the submitter or approver of the record whenever the rule triggers. You can also automatically update fields with the use of workflow rules.
If you’re developing workflow rules at the record level, make sure that your approval and assignment processes are set up correctly to avoid conflicts in assignments. You may decide to assign different approvers to incidents based on their severity. high vs. low severity incidents). You can determine if there are conflicts between rules by looking at the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the permission to view system logs.
https://managingworkflow.org/2019/11/09/workflow-management-rules-and-tools/