New workflow checklist

Posted: 26 May 2009 in available_models.xml, Teamsite, Worfklow models, Workflows

when creating a new workflow, I use the following as a checklist in order to achieve the best quality:

  1. create the new workflow.
  2. modify the name of the workflow.
  3. modify the brief description of the workflow.
  4. place the start event on the canvas
  5. place the end event on the canvas
  6. modify the start event name to “Start”
  7. modify the end event name to “End”
  8. ask myself what is the minimum required information needed to complete the workflow. Each will become a variable.
  9. ask myself which of those variables will be free text (configurable variables) or drop-down list selections (datasource variables).
  10. create the datasources if necessary.
  11. create the datasource global variables.
  12. create the configurable global variables
  13. add the tasks in the workflow. For each one:
    1. modify the name of the task
    2. modify the brief description of the task
    3. modify all the relevant properties to the task. If this is a URLExternal task, develop the underlying class.
    4. link the task. For each link
      1. modify the name of the link.
        Hint: never use “go to …” as it can scare users and can also change. Use “… done”.
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