In the previous article, we have shown you how to create a workflow that is attached to a particular form. In this article, we will give you certain practices that you should follow so that your workflows function well and best suits your needs.
1) Each step should have at least one action
Each workflow can have multiple steps. It is also important that each step has at least one action leading to another step, so that your workflow does not get stuck at a certain step, or does not have a destination towards the end of the workflow.
2) There should be at least one path from START to the END of the workflow
Following up on the previous point, each workflow should have at least one path (a series of steps with actions) starting from the Start to the End of the workflow. A simple reason being - for your workflow to not circle back to steps multiple times, and never ending.
3) Each step can be assigned the Responsible Company to have control on the assignment of steps while executing
There are two fields of assignee for each step - Responsible Company and Responsible User.
For a person creating the workflow, if he or she is not entirely sure who is responsible for each step, the responsible user needs not be assigned beforehand. The responsible company can be assigned first, without assigning the responsible user is.
What this will allow you to do is - you will be able to assign a responsible user that is under the pre-assigned company, while you are already executing the workflow.
To put it simply, you can initiate or schedule a workflow without assigning responsible users, and only assigning them during workflow execution.