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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 ...
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 notify customers when a request is updated with a particular status?
Yes, you can notify customers when requests are updated with a particular Status. To achieve this, you can setup Workflow Rules and Alerts. Goto Setup > Workflow Settings > Workflow rule > Create new rule for Request module. Then create alert, Goto ...
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 ...
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 ...