66
77 <detailed_steps >
88 <step number =" 1" >
9+ <title >Choose Mode Scope</title >
10+ <description >
11+ Determine whether the mode should be global (available in all projects) or local (specific to current project)
12+ </description >
13+ <actions >
14+ <action >Ask user to choose between global and local scope</action >
15+ <action >Store the choice to determine file paths throughout the workflow</action >
16+ </actions >
17+ <example >
18+ <ask_followup_question >
19+ <question >Should this be a global mode (available in all projects) or a local mode (only for this project)?</question >
20+ <follow_up >
21+ <suggest >Global mode - available in all projects</suggest >
22+ <suggest >Local mode - only for this project</suggest >
23+ </follow_up >
24+ </ask_followup_question >
25+ </example >
26+ <important_note >
27+ The user's choice here determines where all files will be written:
28+ - Global: Uses the system's global settings directory
29+ - Local: Uses the current project's .roomodes and .roo/ directories
30+ </important_note >
31+ </step >
32+
33+ <step number =" 2" >
934 <title >Gather Requirements</title >
1035 <description >
1136 Understand what the user wants the mode to accomplish
2954 </example >
3055 </step >
3156
32- <step number =" 2 " >
57+ <step number =" 3 " >
3358 <title >Design Mode Configuration</title >
3459 <description >
3560 Create the mode definition with all required fields
4671 <field name =" roleDefinition" >
4772 <description >Detailed description of the mode's role and expertise</description >
4873 <best_practice >
49- Start with "You are Roo Code , a [specialist type]..."
74+ Start with "You are Roo, a [specialist type]..."
5075 List specific areas of expertise
5176 Mention key technologies or methodologies
5277 </best_practice >
6994 </field >
7095 </recommended_fields >
7196 <important_note >
72- Do not include customInstructions in the .roomodes configuration.
97+ Do not include customInstructions in the mode configuration.
7398 All detailed instructions should be placed in XML files within
74- the .roo/ rules-[mode-slug]/ directory instead.
99+ the appropriate rules directory instead.
75100 </important_note >
76101 </step >
77102
78- <step number =" 3" >
103+ <step number =" 4" >
104+ <title >Write Mode Configuration</title >
105+ <description >
106+ Save the mode configuration to the appropriate location based on scope
107+ </description >
108+ <scope_based_paths >
109+ <global_mode >
110+ <description >For global modes, write to the system's custom_modes.yaml file</description >
111+ <path_logic >
112+ Use the SYSTEM INFORMATION context to get the Home Directory,
113+ then construct the path to the global settings directory.
114+ The exact path varies by OS but follows patterns like:
115+ - Windows: C:\Users\[username]\AppData\Roaming\Code\User\globalStorage\rooveterinaryinc.roo-cline\settings\custom_modes.yaml
116+ - macOS/Linux: ~/.config/Code/User/globalStorage/rooveterinaryinc.roo-cline/settings/custom_modes.yaml
117+ </path_logic >
118+ </global_mode >
119+ <local_mode >
120+ <description >For local modes, write to the project's .roomodes file</description >
121+ <path >.roomodes</path >
122+ </local_mode >
123+ </scope_based_paths >
124+ </step >
125+
126+ <step number =" 5" >
79127 <title >Implement File Restrictions</title >
80128 <description >
81129 Configure appropriate file access permissions
@@ -98,11 +146,21 @@ groups:
98146 </guidelines >
99147 </step >
100148
101- <step number =" 4 " >
149+ <step number =" 6 " >
102150 <title >Create XML Instruction Files</title >
103151 <description >
104- Design structured instruction files in .roo/ rules-[mode-slug]/
152+ Design structured instruction files in the appropriate rules directory
105153 </description >
154+ <scope_based_directories >
155+ <global_mode >
156+ <description >For global modes, create rules in the global .roo directory</description >
157+ <path_pattern >[global-settings-dir]/.roo/rules-[mode-slug]/</path_pattern >
158+ </global_mode >
159+ <local_mode >
160+ <description >For local modes, create rules in the project's .roo directory</description >
161+ <path_pattern >.roo/rules-[mode-slug]/</path_pattern >
162+ </local_mode >
163+ </scope_based_directories >
106164 <file_structure >
107165 <file name =" 1_workflow.xml" >Main workflow and step-by-step processes</file >
108166 <file name =" 2_best_practices.xml" >Guidelines and conventions</file >
@@ -118,7 +176,7 @@ groups:
118176 </xml_best_practices >
119177 </step >
120178
121- <step number =" 5 " >
179+ <step number =" 7 " >
122180 <title >Test and Refine</title >
123181 <description >
124182 Verify the mode works as intended
@@ -129,14 +187,18 @@ groups:
129187 <item >Instructions are clear and actionable</item >
130188 <item >Mode integrates well with Orchestrator</item >
131189 <item >All examples are accurate and helpful</item >
190+ <item >For global modes: Verify the mode is available in other projects</item >
132191 </checklist >
133192 </step >
134193 </detailed_steps >
135194
136195 <quick_reference >
137- <command >Create mode in .roomodes for project-specific modes</command >
138- <command >Create mode in global custom_modes.yaml for system-wide modes</command >
139- <command >Use list_files to verify .roo folder structure</command >
196+ <command >Always ask for scope (global/local) before creating a mode</command >
197+ <command >Global modes: Write to system's custom_modes.yaml file</command >
198+ <command >Local modes: Write to project's .roomodes file</command >
199+ <command >Global rules: Create in [global-settings-dir]/.roo/rules-[slug]/</command >
200+ <command >Local rules: Create in project's .roo/rules-[slug]/</command >
201+ <command >Use list_files to verify folder structure</command >
140202 <command >Test file regex patterns with search_files</command >
141203 </quick_reference >
142204</mode_creation_workflow >
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