Considerations Before Designing a Workflow

Understanding the key factors before designing an IFS Workflow is essential for ensuring efficiency and effectiveness in process automation using the IFS Workflows.

The page focuses on important considerations to take into account prior to creating a workflow, highlighting foundational elements necessary for successful workflow design.

This is not an exhaustive list of recommendations and doesn't teach you the basics of how to use IFS Workflows. It assumes that you already have a general understanding about the IFS Workflows. For more information, see What are Workflows? and Getting Started with Workflows.

Following are the list of considerations that a user needs to be aware of before extensively working on IFS Workflows:

Contents

• Common Considerations
  • Select the correct use case
    • Characteristic of a simple Workflow
    • Characteristic of a complex Workflow
    • Potentially Unsuitable Use Cases for IFS Workflows
  • Unsupported Scenarios
  • Data Type Differences Between Debug (Troubleshoot) Mode and Production Mode
  • Naming Standards
  • Internal Input Variables
  • Frequently Asked Questions
• IFS API Task Considerations
  • Unsupported APIs
  • Read Collection limits
  • Unsupported Parameters
    • Input Parameters
    • Output Parameters
  • Unsupported Datatypes
  • Record filter using Query Builder
    • Enum Type
    • Date Type
  • Nested Entity Level Limits
    • Supported Example (Up to Second Level)
    • Not Supported (Third Level and Beyond)
    • Recommended Alternative (Entity Service API)
• IFS User Form Task Considerations
• IFS Process Enrichment Task Considerations
  • Supports only updatable attributes
  • Entity Data Operations Only
• IFS REST Task Considerations
  • Supported Request Payload Format
  • Supported Response (Output) Format
  • Rate Limiting Considerations
  • Environment-Specific Configuration
  • Not Atomic
  • Large response payloads in high-iteration loops
• Best Practices
  • Selecting the Appropriate Workflow Configuration
  • Delivery and Version Control Best Practices
  • Event Action Configuration
  • Construct the Workflow step-by-step
• Performance Improvement Tips
  • API Task
    • Use $select option to read only required attributes
    • Use Filter option to limit the number of data processing
    • Reduce API calls
  • Workflow Loops
    • Avoid Loops: Especially Nested Loops
    • Optimizing Execution Variable Management in Looping Subprocesses
    • Reducing Task Execution Overhead in Looping Subprocesses
    • Remove Element Variable Value in Workflow Loops
    • Minimize Records in Loops During Troubleshooting
    • Lower Loop Cardinality for Test Scenarios
  • Select the appropriate Workflow timing
  • Asynchronous Workflow Executions
• Timeouts