When editing Processes, please take these best practices into account:
|•||Define your Process outside of SSP 7, by using a whiteboard, Microsoft Visio, or any other means. We encourage this approach, as we have learnt that the most difficult task when setting up Processes, resides in actually defining them. Once a Process is defined, you can enter it easily in SSP 7.|
|•||Check if all data is available in the DataStore, like Actors or values to be entered in selection fields, ...|
|•||Make the linked form first, and familiarize yourself with the fields built into that form. You can re-use fields from the form in your Process, but this requires that the Form itself is already built into SSP 7.|
|•||It is possible to share a process across multiple forms. Carefully choose the field "Internal Label" in the Field settings and use these labels in the mapping of the Process.|
|•||When completed, link the Form to the Process. See Edit Form : Processes|
When a Process is edited, only new Requests will follow the new Process. Any existing ticket will follow the old Process. When a ticket is sent off to the Workflow, SSP 7 takes a snapshot of the Process and follows that.