How to document a Workflow?

[SusanSi]

Hi All,

We recently formed a new workflow team, and we’ve been busy working on several new projects.  As a new team, one of the things we’ve struggled with is how to properly document the new workflow projects.  Our goal is to create a technical document that could be used by anyone needing to understand how the process works from a technical perspective.  I would really appreciate guidance from anyone who has already been down this road.

Thanks,

Susan

[Former Member]

Hello,

It is a lot of work. I usually make a Word document with screenshots from the Workflow Builder amongst a description of each step, listing everything that is non-default. I also add separate sections for each task, each custom object or class used and how the workflow is started.

I'm working on a report that will generate most of the data necessary. It is a lot of work to extract it manually. Once it's done it is very useful.

regards

Rick Bakker / hanabi technology

[SusanSi]

Hi Rick,

Thank you so much for your suggestions.  This will help me get started.

Thanks,

Susan