Understanding Workflow Rules
In monitored IoT networks, there are times when you need to automatically perform certain actions when specific conditions are met in the application. The actions may include sending email notifications, executing your custom business logic, or triggering webhooks to notify other applications, etc.
For example, you may want to send an email to supervisors automatically when a new asset is added to your Zoho IOT application. Implementing such condition-based simple to complex automation ensures that actions are performed promptly without requiring manual intervention, and thereby considerably enhances the efficiency and overall reliability of the system.
Benefits of Workflow Rules
Workflows enable automation in your Zoho IOT application. Some of the top benefits of defining workflow rules with automated actions in the application are provided below.
- Automate Tasks in Real Time Monitoring: Workflows help to perform automated tasks or business logic based on different conditions. This enhances system responsiveness and minimizing downtime.
- Increased Efficiency: Workflow rules streamline processes by reducing the need for manual intervention, which enhances operational speed and facilitates quicker issue resolution.
- Enhanced Reliability: Accurate execution of tasks based on conditions defined in the workflow rules minimizes human error, boosting system reliability.
- Scalability: Well-defined workflows facilitate the easy scaling of IoT applications by handling increasing amounts of data and more complex processes without requiring proportional increases in human resources.
Sections of a Workflow Rule
The application offers easy steps to workflow rules. The configuration is done in three sections: When, Condition, and Action.
Workflow Section | Description |
The first step in configuring the workflow rule is to identify "when" the rule needs to be triggered i.e. the "Rule Trigger". Based on record action
Based on a date/time field's value
| |
The next step is to configure the condition to validate if the incoming record matches the condition to trigger the action. Apply Condition
All <Module/Model>
| |
The final step is to define the action to be performed.
|
Sample Workflow Rule Scenarios
Below are three sample scenarios where workflow rules are used to perform appropriate actions using email notification, custom function, and webhook action.
1. Energy Monitoring System for a Smart Building
Workflow Rule: Notification for New Asset Addition
Objective: To improve the operational efficiency of a smart building by sending notification emails to a device administrator in another team whenever a new asset is added to the application.
Workflow Rule Description: Define a workflow rule to automatically send an email notification to the device administrator whenever a new asset say energy meter is added to prompt the administrator to configure the energy meter and enable it to be monitored in the application.
Steps to Define the Workflow Rule
- When :Addition of new asset to the IoT Application.
- Condition :All asset models.
- Action :Send an email notification to the supervisor.
2. Messaging on Asset Performance in Industrial IoT Application
Workflow Rule: Switch ON or OFF the motor based on the time condition.
Objective: To improve the efficiency in the IIoT setup, write a business logic which switches On or OFF a motor.
Workflow Rule Description: Define a workflow rule to fetch the current status of a production motor and switch ON or OFF the motor based on the time condition.
Steps to Define the Workflow Rule
- When :On the set data/time.
- Condition :The status of the Motor asset.
- Action :Execute custom logic to switch ON or OFF the motor.
3. Fuel Level Monitoring System for Diesel Generator
Workflow Rule: Send fuel stock details to initiate invoice generation.
Objective: To improve efficiency and minimize downtime in the IIoT setup, write a business logic which fetches details and directs to third party invoice application.
Workflow Rule Description: Define a workflow rule to fetch fuel stock details for the asset and initiate generating a purchase order (PO) by sending data, rate, and quantity, etc., via webhook.
Steps to Define the Workflow Rule
- When :On the set data/time.
- Condition :When the AMS renewal date is nearing.
- Action :Execute webhook to initiate generating a purchase order (PO)
See also
Working with Workflow Rules
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Understanding Data Slicing Rules
Data Slicing rules can be defined to dictate what data and records are accessible for each user in the Zoho IOT application. Data Slicing is highly useful in building dashboards and generating reports. Consider a dashboard designed to monitor an ...Understanding Actions
In an IoT setup, you may have to trigger various actions, such as sending notification emails to relevant personnel, connecting to a third-party URL via. webhook, or executing custom business logic on certain conditions. These actions are generally ...Working with Alarm Rules
Creating Alarm Rule Alarm Rules can be created in the End Application. In this document, we will follow the steps in creating Alarm Rules from the End Application. All Alarm Rule operations require necessary permissions. Refer Users and Profiles ...Understanding Alarm Rule Templates & Alarm Rules
Alarms in the Zoho IOT application are generated based on Alarm Rules. The Alarm Rules created for models are referred to as Alarm Rule Templates. These are prototypes attached to the model and get copied to devices, assets, or locations (instances) ...Understanding Notification Profiles
Notification profiles are created to trigger actions for all or specific alarms generated for selected managed entities. Actions such as sending emails, executing custom functions, or executing a webhook can be triggered when these conditions are ...
New to Zoho LandingPage?
Zoho LandingPage Resources