Advanced Workflow Design Best Practices

Follow these best practices to create consistent, user-friendly advanced workflows.

• Create a diagram of your process and seek design feedback.

  • Work with your team to document all decision points and conditions prior to starting.

  • Identify what needs to happen at each point along the way.

  • Identify which Node type will be needed at each point.

• Use a low-update approach to advanced workflow development.

  • Create 1 on-demand notification template.

  • Only use the default layout when first developing your advanced workflow.

  • Build out all nodes based on your diagram using the single notification and default layout.

  • Use Wait for Content Update nodes sparingly.

• Once your initial AWF is built, review it with your team. Here are some things to consider as you finalize your design.

  • Are different layouts are necessary? Remember that layouts can be reused across user action nodes. The best practice is to copy from your default layout and modify from there.

  • Where are notifications necessary?

For more design best practices, see Design Best Practices.