Give every process a structured business record.

01 / BUSINESS DATA

Model the information that describes the work

An application entity defines a kind of business information. Its fields describe the supported values a record can hold. Individual records then represent the requests, items or cases your organization works on. Begin with the information needed to identify, route and complete the process.

Use supported field types according to meaning, not just appearance. Information that will be filtered, compared or summarized should be captured consistently. A process owner and a builder should agree what each field means before that value drives a decision or a report.

02 / BUSINESS DATA

Connect one record to multiple operational views

The record workspace gives authorized users a place to inspect and maintain business information. Forms present the fields needed for a particular interaction; a process coordinates the steps around the record; saved views and dashboards provide different ways to examine the resulting information.

This shared model reduces the need to treat each task as a separate copy of the request. A handover can preserve the subject of the work while changing responsibility. Comments, attachments and activity add context to that subject under the relevant access controls.

03 / BUSINESS DATA

Treat data changes as application changes

Changing a field can affect more than the record editor. Review form definitions, process inputs, action mappings and reporting configuration that depend on it. Published definitions and application lifecycle tools help make those dependencies visible during controlled change.

For a useful evaluation, create a representative entity and several records with different states. Use a form to capture a record, start a process, complete a manual task and inspect a saved view. This shows whether the model supports the actual operating question, rather than only whether fields can be added.

• Define the record that starts the work.
• Choose supported fields and validation needs.
• Connect forms and process steps to that record.
• Review access and reporting together.