Work Management Rules – Automate Your Business Functions

Your business works on a series of complex, interdependent processes. The moment one of those processes hits a snag, it might throw off the whole chain.

That is why work flow management rules are important. They will let businesses automate workflows to eliminate bottlenecks, ensure that each of the right basic steps are considered, and prevent pricey delays.

A workflow secret can be prompted when a record meets selected criteria, or every time a specified celebration occurs in the system. After that you can set up an action, including an email alert, a task, an area update, a webhook, or possibly a custom function, that will be performed when the guideline is prompted.

You can also set up a time primarily based action, which will be prompted at a selected date and time in the future. You can choose from many different dates and times in the custom list view, or else you can use the Criteria Pattern Manager to create a sophisticated filter incorporating multiple circumstances using rational providers like and or or.

Work rules could be triggered by many events, just like Mass Renovation, Macros, or perhaps when documents are modified through the control process. They can also be caused by a individual enhancing a record or when an approval process is completed.

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