Work Item customization tidbits: (part 12 of X)

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In my previous posts I have discussed various bits that are important know before taking on Work Item types customization. Today I’d like to talk more about approaching the whole process.

I would like to advocate a conservative approach, since in most organizations (at least in my experience) there are limited resources dedicated to customization, users support and maintenance of Work Item types.

The easiest way to jump-start the customization process is to use one of the existing templates; I’d recommend stock templates coming with TFS (MSF or CMMI); however, nowadays there are other decent templates available (for example, Conchango Scrum is well known and widely used). At the very least, that provides you with minimum work item logic implemented in professional manner.

To understand the customization effort required, it is helpful to review the following:

1. Detail new data fields to be added to those existing in Work Item type; note if existing fields rules need to be modified

2. Identify the work item state lifecycle desired and how it compares with the existing one for Work Item type (mostly paying attention to the flow rather than to the states names).

3. For your new custom fields, see if there is any special logic to be implemented viz. 

  • Whether field rules are to be scoped by user/group
  • Whether field rules are to be scoped for different states
  • Whether field needs to be associated with static/dynamic list of values

Once you create mapping table of the desired vs. existing fields, these data may be used to estimate the complexity of the development & maintenance. I have tried to compile (somewhat biased) complexity list of elementary field customization task (ordered by the simplest to the most demanding):

i. New data field. Simplest customization possible both from the point of implementation and subsequent maintenance. May require additional effort if the field is to be reported on (since the integration into reports will be required)

ii. Data field with lists of values (local or global lists) . For static (i.e. rarely updated) lists of values (such as priorities), both the implementation and maintenance are fairly simple. However, if the lists content is dynamic (such as customers), make sure you plan for maintenance and, more importantly, do not make any assumption as to list content in fields’ rules.

iii. Data field with static rules logic (no dependency on state/user) . Since rules implemented may be pretty complex, the scenario is as complex as you made it from the point of implementation complexity. And depending on how well you test the implementation, maintenance may range from nightmare to none.

vi. Data field with rules logic dependent on state transitions . When rules are defined include dependency states lifecycle, that generally means that you need to put extra effort into testing (for large states chart the effort may be very significant) and require regression testing when the state lifecycle is modified.

v. Data field with logic dependent on user/group. When rules are scoped to specific groups (rarely to users in corporate environment), the complexity of environment may have a bearing on WIT. Namely, in Active Directory environment with multiple levels of inclusion between groups it might not be easy to diagnose why your rules function incorrectly (either from the point of being too loose or too restrictive). Extra maintenance may well be expected.

vi. Data field with custom controls. When your data field in addition to rules expressed in WI Type definition has logic defined in custom control assembly, you have just added extra dimension on implementation, testing and maintenance. That becomes even more complex task if the custom control should work for Web interface

Once you identified the work to be executed, you will be able to plan effort required for implementation, testing, deployment and maintenance.

In conclusion, I’d like to highlight two very important principles which when followed will prevent a plethora of issues: a) never deploy to production before deploying to test environment and b) plan and execute the whole WI Types customization process as if it was an ordinary software development effort.  

Related posts:
- Work Item Customization: customization and global lists (part 11)
- Work Item Customization: customization process (part 10)
- Work Item Customization: customization tools (part 9)
- Work Item Customization: special fields (part 8)
- Work Item Customization: fields maintenance (part 7)
- Work Item Customization: global lists (part 6)
- Work Item Customization: system fields (part 5)
- Work Item Customization: user interface (part 4)
- Work Item Customization: state transitions (part 3)
- Work Item Customization: conditional field behavior (part 2)
- Work Item Customization: fields definition (part 1)