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What to gather before building

Before making any API calls, gather this from the human: Process design
  • What triggers the process?
  • Walk through every step — who does what?
  • What decisions get made and by whom?
  • What are the possible outcomes at each decision?
  • Who are all the parties involved?
For each form node
  • What fields does this step capture?
  • Which are required vs optional?
  • What are allowed values for dropdowns?
For each approval or validation node
  • Who is the assignee?
  • How should they be notified?
  • What fields should they see from upstream steps?
For each portal
  • Who accesses it?
  • Which columns are visible and which are editable?

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Validation rules that block activation

  1. trigger_type must be set
  2. Every conditional/split branch must reach an end node
  3. conditional and split nodes must have at least 2 outgoing edges
  4. All end nodes must have endStatus set
  5. All approval, validation, signature nodes must have assigneeEmail set
  6. All form, approval, validation nodes must have form_id set
  7. No orphaned nodes