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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 ...
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 ...
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.
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 automatically assign Support Reps to Requests?
Yes, you can assign Support Reps automatically with a condition, by using our Workflow Settings. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. Refer Workflow ...