Keep everything running smoothly - and automatically! - with workflow rules that can auto-assign requests, send notifications and modify information depending on a wide range of criteria.
Key Features
- Work Flow Alerts
- Work Flow Task
- Work Flow Assignment
- Departments
- Add & OR Combinations
- Email Templates
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Work Flow Alerts
Associate alerts, which are automated predefined email notifications that the workflow rule sends to specified users or roles or groups. Just select customizable email template to send to selected users and avoid the need to type messages every time you set an alert.
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Work Flow Tasks
Associate tasks to assign tasks to users automatically when rules conditions are met. Also, set workflow Rule Trigger date at which the rule should trigger.
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Work Flow Assignment
You can automate the assignment of certain values to the request. Assignment of values is possible for various fields of all the modules.
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Departments
Create workflow rules specifically for various business units or departments in your support center. Each department can have the privacy of working on their respective domains.
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AND & OR Combinations
Create workflow rule with various criteria combined in AND & OR condition and operations such as is, isn't, contains etc and create various rules.
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E-mail Templates
Use customizable email templates to set up the workflow alerts. Apply the workflow rules to both incoming new requests and edited requests.
Benefits
- Automate complex business process with the extensive workflow automation.
- Avoid manual errors in assigning and increase reliability of business process.
- Deploy the feature without the need to program and do any script changes.
- Improve the response time by governing the requests flow and add value to the process.
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