Best Practices for Managing the Workflow
Here are the best practices for a change order or new item request workflow.
In the change type
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Create workflow steps that are aligned according to your business processes.
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Review whether a workflow already exists before you define the entry and exit criteria.
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Use the Assigned to field to set a default assignee. The default assignee receives a notification when the change order is created.
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Don't assign the same user as required approver and optional approver.
In the change order
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To detect any errors, use the audit feature during the early stages of the workflow.
In the new item request
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Don't enable the root item class for a new item request. Instead, enable it only for that child class which requires the new item request.
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Don't assign the same user as required approver and optional approver.
In the BPM Worklist
- Don’t delete any predefined rule sets available in BPM Worklist.
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When you create an approval group, don't include any space in the group name.
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Use only the header stage.
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Enable notifications based on task status.
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In the Assignee tab, don't change any settings.
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In the Deadlines tab, don't enable Expiration Settings.
- Set vacation rules: You can create a vacation rule so that when you're unavailable,
approvals that are assigned to you automatically get reassigned to someone else and
the workflow can progress in your absence.
When you create a vacation rule, it's triggered only for new objects and not for pending ones.
- If you set a vacation rule and if you have multiple approvers, the value of Response Required From must be set to All.
- Multiple reassignments through vacation rules aren’t supported for the same approval task.