Monday 29 August 2016

Best practises for creating a SharePoint Workflow


1.  Nomenclature for workflow names:

  • While developing one major workflow give some prefix to this.

                Ex- “W1- Workflow name”

  • If any workflow dependent on this workflow or relates to this workflow, then  give the same continued prefix to these workflows too.

                Ex- “W2- Workflow name-1”, “W2- Workflow name-2”…

  • Continue till all the inter related workflows are not completed.
  • If you encounter a completely new independent workflow then give some new prefix to that.

               Ex- “New1- workflow name”

2.  At the beginning of creating new workflow, give some meaningful name and description  to the workflow. Description is needed when someone on later point of time wants to review/update the workflows.

3.  Mention logs for every workflow step / any condition / action. This will make the debugging of  the workflow easier. You can see the logs in the bellow path-
     Select the list item -> list -> click on workflow
     
     Maintain a log in every starting of step. 
     Ex- Entered to step 1 (If step name is step 1)

4.  If workflow is creating very large number of records then put some condition in the workflow  which will archive the record/ copy the record to other list if status is closed/completed/…

     Because admin has to set the threshold for number of list items. In central admin, admin can change the threshold. But if not possible also or if threshold is fixed to 5000 or some value like this, developer can configure such things in workflow.
    
     Click here to see how to archive list contents.

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