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
Related Articles
Can I have a Workflow Rule without Alerts, Tasks & Assignment Values ?
Yes. You can have a workflow rule without Alerts, Tasks and Assignment Values, but remember that no action will be performed when the workflow is executed. So it is important to associate a Workflow Alert or Task or Assignment Value for each Workflow ...
Can I associate a Workfllow Alert or Task or an Assignment value to multiple Workflow Rules ?
Yes, you can associate a Workflow Alert or Workflow Task or Workflow Assignment Value to multiple Workflow Rules.
How can I use Workflow?
Workflow is available for Requests, Solutions, Contacts, Accounts, Contracts & Products modules. In every organization, there will be a pre-defined process for ticket assignment, status tracking, due date setting & sending notifications. Workflow can ...
What is Workflow ?
Workflow helps you automate your support process. With workflow, you can assign tickets based on set criteria, set due dates based on priority, create task, send notifications & update fields. Repeated work which are carried out manually can be ...
Can I create multiple tasks for a request and assign them to different support reps?
Yes, you can create tasks to complete specific requests related to requests. You can also create multiple tasks and assign it to various support rep so that they can work on different issues of a request simultaneously, considerably reducing the ...