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Best Practices: Process Categories and Maintenance

Best Practices: Process Categories and Maintenance

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Processes must be assigned a suitable category, such as:

  • Production

  • Accounting

  • Land

  • Integrated

  • Data

  • Orchestration (for automated,cross-product workflows)

  
Here are some ideas for how to keep your processes maintainable and to more easily support user customization:

  • Consider using sub-processes in a master workflow. This allows users to customize parts of an overall workflow without touching the critical layout of the process.

  • When assigning task ownership, in the case of a user task, consider using role-based assignment.












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