What are Workflow Rules, Workflow Alerts, Workflow Tasks & Workflow Assignment Values?

What are Workflow Rules, Workflow Alerts, Workflow Tasks & Workflow Assignment Values?

Workflow Rules

Workflow Rules help you specify when a workflow should be triggered & when it should be executed ( based on criteria ).

For more details about Workflow Rules, refer http://www.zoho.com/support/help/workflow-settings.html#wf-rules

Workflow Alerts

Workflow Alerts help you set automatic pre-defined mail notifications when a workflow is executed. You can choose the email template for notification. Notification can be sent to any Support Rep or Record Owner or Record Creator or to anyone by specifying their email alias. Contact can also be notified if the Rule is set for Request module.

You can associate a Workflow Alert to multiple Workflow Rules.

For more details about Workflow Alerts, refer http://www.zoho.com/support/help/workflow-settings.html#work-flow-alerts

Workflow Tasks

Workflow Tasks helps you create tasks for Support Reps when a workflow is executed. Due date for task can be set based on Workflow trigger date.

You can associate a Workflow Task to multiple Workflow Rules.

For more details about Workflow Tasks, refer http://www.zoho.com/support/help/workflow-settings.html#work-flow-tasks

Workflow Assignment Values

Workflow Assignment Values help you automatically assign tickets to Support Reps, set up due date, change priority & update any filed in a module.

You can associate a Workflow Assignment Value to multiple Workflow Rules.

For more details about Workflow Assignment Values, refer http://www.zoho.com/support/help/workflow-settings.html#work-flow-assignment-rules

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