Tips to Configure Activity Pages for Workflows

There are some best practices that you can use to configure the Activity details page (Edit/View activity Visual Form Editor) when using workflows.

Here are the best practices:

• You must build this page from the information perspective, which means it should contain all the useful information that a resource might require in the field. That is, information about the environment, technical limitations, neighbors, links to useful knowledge on external resources, and so on.
• You must present all of the forms and plug-ins required for an activity within the workflow.
• Buttons on Activity details must lead to those pages that aren't a part of a workflow (that is, Inventory list, History).
• There is no strict relation between the visibility of the Start activity and End activity page and the completion of the workflow steps. You must configure the visibility conditions for these buttons separately on the Edit/View activity Visual Form Editor.
• You can add inventory into a workflow as a plug-in that manages equipment. Workflow Manager doesn’t support the standard inventory pages. Therefore, you must configure the inventory-related pages as buttons on the Activity details page.
• Keep the Start activity and End activity pages as simple as possible, so that resources spend very little time to perform these actions.

This helps the resource view the majority of pages they interact with while working on an activity within the workflow. This way, the workflow navigates the resource throughout the process of the activity. Everything else is side information that might be important, but cannot be considered as tasks that must be performed to finish an activity.