Tips for modeling processes
A well-modeled process is technically correct, easy to understand, and maintainable for everyone involved. This chapter collects proven tips for clear and effective process models in Pantarey.
1. Start small, then expand
- Begin with a simple flow.
- Add additional steps, decisions, or automations later.
- Capture intermediate versions by deploying regularly.
2. Use clear names
- Choose descriptive names for tasks and events.
- Example: “Review request” instead of “Task 1”.
- Clear labels help with execution, monitoring, and documentation.
3. Pick suitable forms
- Only include fields that are truly needed.
- Check whether a form already exists or is generated automatically.
- Less is often more – keep forms concise.
4. Reuse services
- Use central services for identical tasks (e.g., sending emails).
- This reduces maintenance effort and simplifies later changes.
5. Keep decisions simple
- Conditions should remain understandable.
- Split complex logic into multiple steps.
- Add hints or tooltips to explain branches.
6. Use subprocesses for recurring parts
- Move repeating flows into subprocesses.
- The main model stays easy to read.
- Subprocesses can be versioned and tested independently.
7. Leverage context data
- Access previous inputs, stored data, or external information.
- Use JSONata expressions to adapt or filter data dynamically.
8. Model error paths
- Define what should happen if errors occur (e.g., notify support or retry).
- Script and service tasks offer error paths – apply them deliberately.
9. Test processes regularly
- Simulate real scenarios with test data.
- Ensure tasks are displayed and processed correctly.
- Use the process monitor to track execution.
10. Document your processes
- Add short explanations at complex points.
- Record decisions and variants so they remain traceable.
- Good documentation makes handovers and future enhancements easier.
These tips help keep your processes maintainable, transparent, and efficient over time.