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installer improvements
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@@ -72,7 +72,7 @@ Based on type, determine which files are needed:
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Store decisions for later use.
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</step>
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<step n="2" goal="Gather workflow metadata">
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<step n="2" goal="Gather workflow metadata and invocation settings">
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Collect essential configuration details:
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- Description (clear purpose statement)
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- Author name (default to user_name or "BMad")
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@@ -80,40 +80,149 @@ Collect essential configuration details:
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- Any required input documents
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- Any required tools or dependencies
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<action>Determine standalone property - this controls how the workflow can be invoked:
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Explain to the user:
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**Standalone Property** controls whether the workflow can be invoked directly or only called by other workflows/agents.
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**standalone: true (DEFAULT - Recommended for most workflows)**:
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- Users can invoke directly via IDE commands or `/workflow-name`
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- Shows up in IDE command palette
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- Can also be called from agent menus or other workflows
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- Use for: User-facing workflows, entry-point workflows, any workflow users run directly
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**standalone: false (Use for helper/internal workflows)**:
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- Cannot be invoked directly by users
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- Only called via `<invoke-workflow>` from other workflows or agent menus
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- Doesn't appear in IDE command palette
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- Use for: Internal utilities, sub-workflows, helpers that don't make sense standalone
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Most workflows should be `standalone: true` to give users direct access.
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</action>
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<ask>Should this workflow be directly invokable by users?
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1. **Yes (Recommended)** - Users can run it directly (standalone: true)
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2. **No** - Only called by other workflows/agents (standalone: false)
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Most workflows choose option 1:</ask>
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<action>Store {{standalone_setting}} as true or false based on response</action>
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Create the workflow name in kebab-case and verify it doesn't conflict with existing workflows.
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</step>
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<step n="3" goal="Design workflow steps">
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Work with user to outline the workflow steps:
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- How many major steps? (Recommend 5-10 max)
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<step n="3" goal="Understand workflow interaction style and design steps">
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<critical>Instruction style and interactivity level fundamentally shape the user experience - choose thoughtfully</critical>
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<action>Reference the comprehensive "Instruction Styles: Intent-Based vs Prescriptive" section from the loaded creation guide</action>
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<action>Discuss instruction style collaboratively with the user:
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Explain that there are two primary approaches:
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**Intent-Based (RECOMMENDED as default)**:
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- Gives AI goals and principles, lets it adapt conversation naturally
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- More flexible, conversational, responsive to user context
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- Better for: discovery, complex decisions, teaching, varied user skill levels
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- Uses <action> tags with guiding instructions
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- Example from architecture workflow: Facilitates decisions adapting to user_skill_level
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**Prescriptive**:
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- Provides exact questions and specific options
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- More controlled, predictable, consistent across runs
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- Better for: simple data collection, finite options, compliance, quick setup
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- Uses <ask> tags with specific question text
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- Example: Platform selection with 5 defined choices
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Explain that **most workflows should default to intent-based** but use prescriptive for simple data points.
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The architecture workflow is an excellent example of intent-based with prescriptive moments.
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</action>
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<ask>For this workflow's PRIMARY style:
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1. **Intent-based (Recommended)** - Adaptive, conversational, responds to user context
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2. **Prescriptive** - Structured, consistent, controlled interactions
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3. **Mixed/Balanced** - I'll help you decide step-by-step
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What feels right for your workflow's purpose?</ask>
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<action>Store {{instruction_style}} preference</action>
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<action>Now discuss interactivity level:
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Beyond style, consider **how interactive** this workflow should be:
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**High Interactivity (Collaborative)**:
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- Constant back-and-forth with user
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- User guides direction, AI facilitates
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- Iterative refinement and review
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- Best for: creative work, complex decisions, learning experiences
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- Example: Architecture workflow's collaborative decision-making
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**Medium Interactivity (Guided)**:
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- Key decision points have interaction
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- AI proposes, user confirms or refines
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- Validation checkpoints
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- Best for: most document workflows, structured processes
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- Example: PRD workflow with sections to review
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**Low Interactivity (Autonomous)**:
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- Minimal user input required
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- AI works independently with guidelines
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- User reviews final output
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- Best for: automated generation, batch processing
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- Example: Generating user stories from epics
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</action>
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<ask>What interactivity level suits this workflow?
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1. **High** - Highly collaborative, user actively involved throughout
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2. **Medium** - Guided with key decision points (most common)
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3. **Low** - Autonomous with final review
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Select the level that matches your workflow's purpose:</ask>
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<action>Store {{interactivity_level}} preference</action>
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<action>Explain how these choices will inform the workflow design:
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- Intent-based + High interactivity: Conversational discovery with open questions
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- Intent-based + Medium: Facilitated guidance with confirmation points
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- Intent-based + Low: Principle-based autonomous generation
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- Prescriptive + any level: Structured questions, but frequency varies
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- Mixed: Strategic use of both styles where each works best
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</action>
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<action>Now work with user to outline workflow steps:
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- How many major steps? (Recommend 3-7 for most workflows)
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- What is the goal of each step?
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- Which steps are optional?
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- Which steps need user input?
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- Which steps need heavy user collaboration vs autonomous execution?
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- Which steps should repeat?
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- What variables/outputs does each step produce?
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<ask>What instruction style should this workflow favor?
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Consider their instruction_style and interactivity_level choices when designing step flow:
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**1. Intent-Based (Recommended)** - Guide the LLM with goals and principles, let it adapt conversations naturally
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- High interactivity: More granular steps with collaboration
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- Low interactivity: Larger autonomous steps with review
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- Intent-based: Focus on goals and principles in step descriptions
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- Prescriptive: Define specific questions and options
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</action>
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- More flexible and conversational
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- LLM chooses appropriate questions based on context
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- Better for complex discovery and iterative refinement
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- Example: `<action>Guide user to define their target audience with specific demographics and needs</action>`
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<action>Create a step outline that matches the chosen style and interactivity level</action>
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<action>Note which steps should be intent-based vs prescriptive (if mixed approach)</action>
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**2. Prescriptive** - Provide exact wording for questions and options
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- More controlled and predictable
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- Ensures consistency across runs
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- Better for simple data collection or specific compliance needs
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- Example: `<ask>What is your target platform? Choose: PC, Console, Mobile, Web</ask>`
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Note: Your choice will be the _primary_ style, but we'll use the other when it makes more sense for specific steps.</ask>
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<action>Store instruction_style preference (intent-based or prescriptive)</action>
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<action>Explain that both styles have value and will be mixed appropriately</action>
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Create a step outline with clear goals and outputs.
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<template-output>step_outline</template-output>
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</step>
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<step n="4" goal="Create workflow.yaml">
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@@ -130,6 +239,7 @@ Replace all placeholders following the workflow creation guide conventions:
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Include:
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- All metadata from steps 1-2
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- **Standalone property**: Use {{standalone_setting}} from step 2 (true or false)
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- Proper paths for installed_path using variable substitution
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- Template/instructions/validation paths based on workflow type:
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- Document workflow: all files (template, instructions, validation)
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@@ -151,6 +261,38 @@ date: system-generated
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<critical>This standard config ensures workflows can run autonomously and communicate properly with users</critical>
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<critical>ALWAYS include the standalone property:</critical>
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```yaml
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standalone: { { standalone_setting } } # true or false from step 2
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```
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**Example complete workflow.yaml structure**:
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```yaml
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name: 'workflow-name'
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description: 'Clear purpose statement'
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# Paths
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installed_path: '{project-root}/bmad/module/workflows/name'
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template: '{installed_path}/template.md'
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instructions: '{installed_path}/instructions.md'
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validation: '{installed_path}/checklist.md'
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# Critical variables from config
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config_source: '{project-root}/bmad/module/config.yaml'
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output_folder: '{config_source}:output_folder'
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user_name: '{config_source}:user_name'
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communication_language: '{config_source}:communication_language'
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date: system-generated
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# Output
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default_output_file: '{output_folder}/document.md'
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# Invocation control
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standalone: true # or false based on step 2 decision
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```
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Follow path conventions from guide:
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- Use {project-root} for absolute paths
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