Swimlane assignments / Responsibility Override

• When there are 10 steps on a swimlane, it makes sense to use Responsibility Override for 1 or 2 that have peculiar assignee VS using it for 9 out of 10 while only using the Swimlane assignment for 1 or 2.

Process versions

• Differentiate process versions using naming (v2, v3 etc).

System steps

• Where possible, set Processing Frequency to larger interval (default is each 10 minutes).

The Process start conditions

• Use "Formula" type of conditions as much as possible.

The step Rule/Action "Before" option

• Do not use "Before" option if there is a way to run it "After".

Emails which sends to Groups, Roles, Profiles

• The limit users which Work-Relay will load from the Group/Role/Profile will be 20. If you would like to send to all users use Define Variable to load all users from the Group/Role/Profile and then use this variable in "To" field of email.