Our original plan for upgrading JobTraQ (now known as HighGear) X5 customers to X6 and the new visual workflow system was to automatically convert the existing workflow rules into single step processes in the new system. But because each X5 workflow rule was independent, there was no way to create a visual version of the system-wide process that those rules represented.

Customers who previewed the new visual workflow designer asked us why we wanted to automatically upgrade their old workflow rules into mini-processes instead of allowing them to use the new system as an opportunity to clean up and streamline their current systems into a few well-designed and powerful workflow processes.

We got this feedback so consistently that we realized we were going about this the wrong way. So, we stopped, listened, thought, and adapted: just what you would expect from our software team. The new plan, which is now well under way, is to run the legacy X5 workflow engine in parallel with the new X6 workflow engine and visual design system.

This requires JobTraQ admins to set aside some time to migrate their workflow rules into visual processes, but it provides a clean transition with complete control. The result is an easy-to-understand final process implementation that can take advantage of the full power of JobTraQ’s new workflow system. And because the new visual workflow designer is so much faster and easier to use, the reimplementation work will take much less time than managing the hundreds of separate workflow rules that some of our customers deal with today. Here is a detailed tutorial with best practices for the conversion process.

The X5 workflow engine will remain available in all JobTraQ X6 releases thrhttps://www.highgear.com/support/knowledge-base/how-to-tutorial-migrate-your-legacy-workflow-rules-to-the-visuough at least the end of 2013. This plan will give our existing customers a very simple and stable way to migrate their workflows from the X5 format to the new X6 format as they see fit.

About Josh Yeager, COO

As HighGear’s COO, Josh is responsible for managing the Product Development, Professional Services, and Customer Support teams. His eye for detail and quality are what drive the company forward in its pursuit of excellence.
He’s been at HighGear since the very beginning, helping to build it from the ground up as its co-founder. First, he was responsible for leading product design, but as the company and his experience grew, he took on more management responsibilities, eventually becoming HighGear’s Chief Operating Officer.
He’s a graduate of the University of Maryland. Prior to HighGear, Josh worked on veterinary pharmaceutical reference software and custom business applications.
He’s married to his beautiful wife, Tara, with whom he has four children. In his free time, Josh loves nothing more than enjoying a good book.

Schedule Consultation