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Prerequisites for creating custom workflow templates

Building a valid custom workflow template should be done after you familiarize yourself with all the elements in this topic, otherwise your efforts can result in workflows which may not fully map to your business process requirements and may not run properly.

There are several things you must do before creating custom workflow templates:

  1. Familiarize yourself with the structure of the default workflow templates to get an idea of how tasks can generally be sequenced. To access the default workflow templates, go to Resources > Workflows > Workflow Templates.
  2. Familiarize yourself with the content of the Rules for sequencing tasks correctly topic.
  3. Familiarize yourself with the things you can and cannot do by consulting the Limitations when creating custom workflow templates topic.
  4. Sketch out your workflow and identify what task types you need, how you want to group your tasks in phases, whether you need to create custom Human tasks, or whether you will use multiple iterations of the same task type.