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Zoho Workflow Management Rules – Types of Workflows

business process optimization

Workflow management rules are the foundation of your workflow. With the proper tools, you can streamline tasks, predict bottlenecks and automate routine tasks. Even the most well-planned plans can be undermined by unexpected events or errors by employees. A workflow management system can help you identify problems before they become serious issues and help you to avoid harm by resolving them quickly.

Based on the degree of complexity of your workflow there are many types. Sequential workflows are comprised of a sequence of steps that have to be performed in order; one process can't begin until the previous one is complete. State-machine workflows require input from several team members, and frequently go back and forth until the task is completed. Rules-driven workflows follow a chronological format but they also contain additional rules. They are typically designed as conditionsal statements like "if this then that". Parallel workflows are designed to tackle a set of tasks simultaneously in order to move towards their completion.

With Zoho's workflow program, you can create and configure rules to monitor and then execute the results of any record based upon specified conditions. You can send automated emails to the submitter or approver of the record if the rule is activated. You can also automate the updating of the field's values using the use of workflow rules.

If you're building workflow rules at the record level, make sure that your approval and assignment processes are set up correctly to avoid conflicting assignments. For example, you may need to assign a different approver for each incident record depending on their severity (e.g. high severity vs. low severity incidents). You can determine whether there are conflicts between rules by viewing the log of workflow rules. This log is available when you have Manage Workflow Rules or the wider system logs enabled.



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