Workflow Best Practices

Follow these best practices when building and managing Workflows.

• Start with a comprehensive purpose statement of business requirements:

Example: Generate Contract Expiration Reminder Emails

Desired Outcome: Send an email reminder 30 days prior to contract expiration. If no action is taken, send another reminder email 15 days prior to expiration. 

• • This includes understanding the trigger and the end result (Bill run, payment run, webhook, email notification, object field update, etc)
  • Create flow diagrams and list out the objects and fields to use in the workflow.
• When updating a field on the record trigger object (Initial object that initiated the workflow), then an assignment and loop are not necessary.
• When updating a field different than the record trigger object, then an assignment and loop are necessary.
• Use audit logs to debug where errors may occur:
  • Caution: The longer the workflow is (More elements) then it may be more complicated to debug. 
  • Workflow Logs are available via Menu > Platform > Workflow Automation. Click the gear icon next to the workflow and select Logs. A list is provided of all executed steps. Open each step and see the exact details including error messages. 
• Build and test workflows in Sandbox before building them to Production. Use our import / export functionality to make the transition quick and easy.