Going Through a Sample Workflow Rule

Again, go to Settings > Workflow Rules > Create Rule (or select existing)

Things to consider:

  • think carefully about how you want to trigger the rule (via record creation, field updates, etc.)
  • conditions are a way to filter out different scenarios for which you want to trigger the rule
  • Use the “+/-” buttons to add or delete conditions
  • you can automate emails, task creation, field updates, and more
  • automations can be triggered immediately or be scheduled to run later

The possibilities for customization and time-saving are endless! Just think through it carefully to ensure it’s carrying out exactly what you need it to do.

Zoho Knowledge Base