Workflows are a great tool to automate your organisation’s repetitive business processes: setting tasks and reminders, firing emails, approvals, even sending SMS alerts!
In Operate there are 2 types of workflow that you can create:
- Standard Workflows - which trigger actions as soon as the rules are met (i.e. upon saving a record meeting these rules)
- Time Based Workflows - which trigger actions a number of minutes, hours or days before or after a specified date and time field, if the evaluation rules are met (e.g. 10 days after a record has been created or 60 days before an end date)