Checklist
- Define the business process, owners, decisions, exceptions, handoffs, and success metrics before building.
- Design form fields, validation, attachments, roles, permissions, and mobile or accessibility needs up front.
- Map data sources, SmartObjects, connectors, service accounts, APIs, and downstream systems.
- Plan workflow states, escalation, auditability, error handling, testing, and deployment between environments.
- Document support ownership, change process, and handoff notes so the solution can be maintained.