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Your business runs on a group of complex, interdependent processes. When ever one of those processes hits a snag, it could throw off the whole chain.

Honestly, that is why work flow management rules are important. They will let businesses automate work flow to eliminate bottlenecks, ensure that all the right procedures are considered, and prevent expensive delays.

A workflow rule can be induced when a record meets particular criteria, or every time a specified event occurs inside the system. You will be able set up an action, such as an email advise, a task, a field update, a webhook, or possibly a custom function, that will be carried out when the regulation is caused.

You can also create a time structured action, which will be triggered at a selected date and time in the near future. You can choose from many different dates and times in the custom list view, or else you can use conditions Pattern Editor to create a professional filter merging multiple circumstances using rational providers like as well as or.

Work flow rules can be triggered by many people events, such as Mass Redesign, Macros, or when data are modified through the property process. They will also be caused by a individual editing a record or perhaps when an approval method is completed.