Configuring workflow rules makes it easier to manage sales, marketing or support related activities by automating the entire process. While configuring workflows, you define a specific set of conditions based on which either a rule is applied or its not applied on the records. Most certainly, before configuring a rule you will have a vague idea about the number of records that can satisfy the criteria you have mentioned. But in order to get concrete insight on the rule's performance, you should know the number of records that pass through each of these configuration levels to decide if the execution criteria works effectively.
The workflow usage report is designed to give you record counts at each configuration stage in a workflow rule. For example, you can view the number of records that qualify a particular trigger, the total number of records that satisfy a given condition, record count for an instant or scheduled actions.
Consider that you have configured a rule to 'send email' to all the prospects who have recently attended a conference. The rule is triggered and the emails are sent but you have no idea about the number of emails that were sent , whether any emails bounced, etc. With workflow reports you can see the exact number of emails that were sent, unsent, bounced, unopened, clicked, etc. For the emails that were bounced, you can also click on them to find which record it belongs to and retry sending to an alternate email address or rectify the existing one before sending.
- Yes - Selecting Yes , you will allow the workflow rules to check the record(s) condition against the configured rule and retry if it is satisfied. This will validate the updated values if they are applicable for the rules.
- No - Selecting No , will allow to directly proceed with the retry action without performing the workflow conditions.
To view workflow usage
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