Workflow Best Practices

best practices workflow design start simple begin with basic conditions and actions, then add complexity use descriptive names name stages and actions clearly document complex logic add comments or documentation for complex workflows test incrementally test each stage as you build it performance considerations limit condition complexity avoid overly complex nested conditions optimize field references reference fields efficiently use appropriate operators choose operators that match your data types avoid circular dependencies don't create workflows that reference themselves maintenance review regularly periodically review workflows for optimization document changes keep track of workflow modifications test after changes always test workflows after modifications version control use application versioning to track workflow changes common patterns pattern 1 progressive disclosure if record type = "incident" ├── show incident fields └── if severity = "high" └── show high priority fields pattern 2 state based visibility if status = "closed" ├── hide editable fields ├── show read only fields └── show closure fields pattern 3 role based access if assigned to = current user ├── show personal notes └── enable editing pattern 4 conditional requirements if record type = "complaint" ├── make complaint details required └── if priority = "high" └── make escalation fields required related documentation /workflow overview\ md introduction to workflow concepts /getting started with workflow\ md how to access and use the workflow builder /creating conditions md detailed guide on creating conditions /workflow actions md complete guide to all workflow action types /advanced workflow topics md execution details and advanced concepts /troubleshooting workflows md common issues and solutions