Admin Application Build Checklist

This checklist includes some recommended best practices for admin users to reference when building and testing a new Application in Risk Cloud.  

Review All Steps: Fields & Sections

Field Configuration

• Review each Step to make sure the appropriate Fields are displayed – you can check the available Fields section on the right to see if there are any Fields that aren’t displayed that should be

• If you’ve added any new Fields while building, make sure they have been added in all applicable Steps

• Make sure all Fields have the appropriate settings for that Step in the Application (read-only, enabled, required)

Specific Field Settings

• Text Fields: add data validations where applicable (e.g., phone number, email address)

• Text Area Fields: make sure rich-text is enabled, if desired

• E-Signature Fields: make sure you’ve specified at least one Signing Reason

• Checkbox, Multi Select, Radio, and Select Fields: make sure you’ve specified the appropriate Select Values and designated Numeric Values (if applicable)

• User Fields: make sure you’ve mapped at least one User or Role

• Calculation Fields: make sure the appropriate Fields are being referenced (if applicable)

• If any of the Fields that are referenced in a calculation are in a conditional section, make sure that they have an appropriate default value specified in the case where the condition is not triggered

• Multiple Field types: Make sure default values are defined where appropriate

• If some Records were created before default values were finalized, they will need to be manually updated if you want the default value applied

• Add tool tips where needed

Instructions in Text Area Fields & Rich Text Context Sections

• Add instructions to Text Area Fields or Rich Text Content Sections with default text to each Steps, as needed

• If some Records were created before default text is finalized, make sure to manually update those Records to display the correct instructions text

• If instructions in Text Areas or Rich Text Content Sections include links to other references that you want to open up in a new tab (instead of redirecting the user away from Risk Cloud), make sure that the URL HTML says target=”_blank”

Sections

• If you’ve made changes to any Section or Subsection header labels, make sure those changes have been propagated throughout all Steps where applicable

• Check to make sure that Sections are set to be initially expanded or collapsed as desired (all Sections will be set to expanded by default)

Conditional Form Logic

• If using Conditions on Sections or Subsections, make sure they are enabled

• If there are multiple Conditions on a Section or Subsection, make sure they are listed in the correct order (Conditions are executed in order from first to last)

Review All Steps: Paths & Assignee Options

Paths

• Make sure the correct Default Path is designated

• Make sure the appropriate Conditional Edge Paths have been added and they are listed in the correct order (Conditions are executed in order from first to last)

• Add Selected Redirects where needed (common to add redirects to End Steps in case an item needs to be reopened)

Assignee Options

• Ensure assignee selection is enabled on paths when needed (app user assignee or external email assignee)

• Add Assignee Rules if applicable User Fields are used

Review All Steps: Workflow Link Sections

Workflow Link Sections

• Ensure Workflow Link sections have a custom Layout selected

• If Searchable is enabled, make sure the Search Step is correct

• If Creatable is enabled:

• Make sure Auto-Start is also enabled (recommended)

• Make sure the Origin Step is correct

• Change section header to say “Click "CREATE NEW [OBJECT NAME]" below to add/initiate a [object]:” (recommended)

Jobs

Jobs

• Review each possible path in the Workflow and make sure there is a Job associated with it if you want a notification to be sent (these will all likely be Record Moved Trigger Jobs)

• If there are any points in the Application where work may be re-assigned and you want a notification to be sent upon re-assignment, make sure to create the appropriate Record Reassigned Trigger Jobs

• Create Record Due Trigger Jobs if you want due date reminders to be sent

Jobs Configuration

• If any Jobs should only be triggered based on certain conditions, make sure the appropriate conditions have been added

• If you create a Message Operation to send either an email, in-app, or Slack notification:

  • Ensure the appropriate recipients are designated

  • Review Email Options

  • Add any Field Variables if you would like to display Field values specific to a Record.

  • Review how to create Jobs for extra information.

Layouts

Layouts

• Create Work Queue Layouts and make sure they are specified as 'Use for Work Queue'

• Create other Layouts contextualized for Workflow Links, Jobs, and Relationship Reports, as needed

• For all Layouts:

  • You should typically have at least one Linked Field (for Work Queue layouts especially)

  • Designate “Sort By” Field if needed

  • Change header names as needed (e.g. “Record Name” → “Assessment ID”)

Application Builder: Step Access & Settings

Step Entitlements

• Ensure each Step has at least one Role with Edit access (an Admin role should typically have Edit access in every Step)

• Review the rest of the Roles and make sure the appropriate ones have been granted Edit or Read-Only access per Step

Step Settings

• If any Steps should have SLAs, make sure they are enabled

• For any Workflows that contain Child items, if you only want them to be creatable from a Parent, make sure to toggle off any Origin Steps in the Child Workflow

• For any Origin steps, if you want them to be available as a public form, make sure the Public setting is enabled

• Generate a token and make sure the URL is shared with the appropriate people or posted in the appropriate place so that it can be accessed

• Set up public link expiration dates, if applicable

Application Builder: Workflow Settings

Workflow Settings

• If User Group access should be enforced, make sure that setting is enabled

• If User Group access enforced, make sure at least one User Group is required (recommended)

• Ensure default User Groups are specified

• If there should be a Workflow SLA, make sure it is enabled

• Rearrange the Steps in the appropriate order (this impacts the order steps are displayed in the Status Report)

• Make sure the appropriate Workflow relationships are defined

Access

Roles

• Make sure the appropriate Roles have been specified based on the various people involved in the Application and their division of responsibilities

• Make sure each Role has the appropriate Module entitlements and Step Entitlements

• Make sure the appropriate Users have been added to each Role

• Determine whether User Group access needs to be enforced (if they want to limit what is shown on a Record-by-Record basis)

• Make sure the appropriate Users have been added to each User Group