Best Practices for Customizing Process Apps

As you begin to customize the process apps to fit your needs, consider the following general best practices:

• If you create more fields, prefix the database names with an identifier such as "MY_". This will avoid possible conflicts in later versions that introduce new names.
• If you want to customize forms, copy the form and change the copy. This makes merging the process app easier later when you decide to upgrade. You can merge the updated process app, keeping your custom forms. Then, look at the new forms in the app and decide if you want to use your form or the new provided forms. Again, prefix the new form name with something to make it unique.
• Keep a document or create a small process app to track your customizations. This will help with upgrades later. You can look at the list before the next upgrade to know areas on which to focus testing and items that need to be re-configured because the upgrade might have removed them.
• Many of the displays depend on reports, and use the reference name in reports to access them. You must be careful not to change the reference name in these reports unless you also change it in the process apps. You should document any changes for future reference so that you can reapply the changes upon upgrade if needed.