Capture the information the next step needs.

01 / FORMS

Design around the business record

Start with the application entity and the fields that represent the work. Form configuration determines how supported fields are presented and which values need validation. The purpose is to give a person the right context to complete a specific step, rather than ask them to reconstruct the process from a general record screen.

Separate information that should be reviewed from information the task should collect or update. Use the supported read/write presentation and validation settings deliberately. A form is one part of the application model, alongside the underlying data, authorization and process definition.

02 / FORMS

Keep task presentation tied to a published version

A published form version provides a stable definition for runtime use. Workflow tasks can pin their form version so a design change does not unexpectedly alter what a person sees in an already-published process. This makes forms part of release review, rather than a mutable layer outside the workflow.

Before changing a field or form, inspect the processes and reports that use the information. A new layout may be straightforward; a changed meaning or required value can affect downstream decisions and operational interpretation. Review those dependencies as part of application change.

03 / FORMS

Evaluate validation with real task scenarios

Test a normal submission, missing required information and an invalid value. Confirm that the user can understand the problem and complete the task without losing the business context. Then inspect the record and the next workflow step to see how the captured data is used.

Forms also support consistency between people handling the same kind of work. Structured fields make records more useful for saved views and reporting than a collection of free-text task notes. The operational benefit comes from the relationship between capture, execution and visibility.

• Choose fields from the business model.
• Review editable and read-only presentation.
• Publish the form and pin the appropriate version.
• Validate task completion and downstream data use.