CPS WebTips: Winshuttle Form & Workflow Developer Don'ts

The Top 5 Don’ts that developers should avoid to make solution maintenance easier: 1. Don't put JavaScript code in form rules. Use the JavaScript console to create a function and call the function with your rules. · If you call the code from more than one place, you can maintain the code in one spot, instead of having to update it in many spots. · The where used functionality doesn’t pick up form fields that are specified in JavaScript Loops, so finding where those fields are used can be much more difficult. 2. Don't leave your rules with the name "New Rule". It's hard to find the rule when you do this. · Maintaining rules can be more difficult if it’s unclear what that rule should be doing. The description can clarify what the rule purpose is supposed to be. 3. Don't leave groups with default names and don’t be vague when naming groups · Creating show/hide rules for a group will be much harder if the group can’t be identified/recognized in the dropdown list as the rule is being created. · It’s also a good idea to use prefixes in front of various form elements when naming them. For example, start group names with “grp” or button names with “bt”. 4. Don't leave Form Name controls, current user controls, buttons, etc on the Process Status and Process Completed views. · These should be read-only views and shouldn't allow for any updating of the form. · In Foundation, if a form submit or approve button is available to a user on the Process Completed view, the process could be inadvertently relaunched if the button is clicked. Evolve has built in functionality to prevent this, but Foundation does not. 5. Don't build spider webs. Build workflows. · It’s a best practice to avoid crossing condition lines and it’s a good idea to use condition labels to shorten long condition functions. · Use a tool such as Visio to plan out complex workflows before building them in Composer. CPS has been tactically executing on implementations of digital transformation platforms for years focusing on business process automation, data and analytics and manufacturing digitization. Our team would like to share this knowledge with you on our YouTube channel via CPS WebTips. If you would like to receive email updates on new, relevant content and videos that have been released, subscribe today! https://www.clearprocesssolutions.com/webtips Clear Process Solutions Making the complex simple.