# FAQ - Advanced Topics ## Table of Contents 1. [Complex Business Scenarios](#complex-business-scenarios) 2. [Technical Implementation](#technical-implementation) 3. [Best Practices](#best-practices) --- ## Complex Business Scenarios **Q: How do I implement approval workflows with multiple approvers in a hierarchical structure?** A: Use Decision Point components to create approval chains. Configure each decision point with conditions based on approval amounts or roles. For Zakat scenarios, you might have: Level 1 (RM1,000-RM5,000) → Officer approval, Level 2 (RM5,001-RM10,000) → Supervisor approval, Level 3 (RM10,001+) → Manager approval. Use Business Rule components to determine approval levels based on application amounts. **Q: How can I pass user-specific data to dynamically generated forms in subsequent process steps?** A: Use Process Variables to store user data from initial forms and pass them to subsequent Form Task components. Configure the form to pre-populate fields using the stored variables. For example, in a Zakat application: Store applicant details in variables during initial submission, then use those variables to pre-fill verification forms for officers. **Q: How do I implement conditional form fields that appear based on previous user selections?** A: Use the Conditional Logic feature in Form Builder. Select any component, go to the Conditional Logic section, and configure conditions. For Zakat applications: If user selects "Berpencen" in employment status, show "Jumlah Pencen" field; if "Bekerja Sendiri", show "Pendapatan Perniagaan" field. **Q: How can I integrate external systems (like JPN for IC verification) into my processes?** A: Use API Call components in Process Builder. Configure the API endpoint, authentication, request/response handling, and error management. For Zakat scenarios: Create API calls to JPN for IC verification, bank systems for account validation, or government databases for income verification. **Q: How do I implement parallel processing where multiple tasks can be completed simultaneously?** A: Use multiple Form Task components connected to the same Decision Point. Configure each task to be assigned to different users or roles. For Zakat processing: Simultaneously assign document verification to one officer, income verification to another, and home visit scheduling to a third officer. **Q: How can I implement dynamic task assignment based on workload or expertise?** A: Use Business Rule components to determine task assignment logic. Configure rules based on user availability, expertise, or current workload. For Zakat scenarios: Assign complex cases to senior officers, simple cases to junior officers, or route based on applicant location. **Q: How do I handle process exceptions and create alternative paths when standard procedures fail?** A: Use Decision Point components with error handling conditions. Configure API Call components with "Continue on Error" options and create alternative paths. For Zakat applications: If IC verification fails, route to manual verification; if income verification fails, request additional documents. **Q: How can I implement time-based escalations for overdue tasks?** A: Use Notification components with time-based triggers. Configure escalation rules in Business Rule components. For Zakat processing: If verification task is not completed within 3 days, automatically escalate to supervisor and send reminder notifications. **Q: How do I implement data validation across multiple process steps?** A: Use Business Rule components at each critical decision point. Configure validation rules that check data consistency across steps. For Zakat applications: Validate that income declared in initial form matches supporting documents in verification step. **Q: How can I implement audit trails and compliance tracking for sensitive processes?** A: Use the built-in audit logging features. Configure process variables to track all changes and decisions. For Zakat processing: Log all approval decisions, document uploads, verification results, and final outcomes for compliance reporting. **Q: How do I implement role-based access control for different process stages?** A: Configure user roles and permissions in the system settings. Assign specific roles to Form Task components. For Zakat workflows: Assign application submission to public users, verification to officers, approval to supervisors, and final review to managers. **Q: How can I implement process analytics and performance monitoring for continuous improvement?** A: Use the Process Analytics dashboard to track key metrics. Monitor completion times, bottleneck identification, and user performance. For Zakat processing: Track average processing time, approval rates, rejection reasons, and officer productivity for process optimization. ## Technical Implementation **Q: How do I configure complex business rules with multiple conditions?** A: Use Business Rule components with rule groups. Create multiple rule groups with different priorities. Configure conditions using AND/OR logic. For Zakat eligibility: Rule Group 1 (Income < Had Kifayah), Rule Group 2 (No luxury assets), Rule Group 3 (Malaysian citizen), with appropriate actions for each group. **Q: How do I implement custom JavaScript logic in Script Task components?** A: Write JavaScript code in the Script Task configuration. Use input variables from previous steps and set output variables for subsequent steps. For Zakat calculations: Calculate monthly expenses, determine eligibility percentage, or compute Zakat amount based on income and assets. **Q: How do I configure API authentication and error handling?** A: In API Call components, configure authentication headers, request/response mapping, and error handling paths. Set up retry logic and alternative paths for failed API calls. For external integrations: Use API keys, OAuth tokens, or certificate-based authentication as required by the external system. **Q: How do I implement process variables and data flow between components?** A: Define process variables in the Variables tab. Use these variables in component configurations and form field mappings. For data flow: Store form data in variables, pass them between components, and use them in decision conditions or API calls. **Q: How do I configure conditional form logic for dynamic field display?** A: In Form Builder, select any component and go to Conditional Logic section. Set conditions based on other field values. For complex forms: Use multiple conditions with AND/OR logic to show/hide fields based on user selections. ## Best Practices **Q: What are the best practices for process design and optimization?** A: - **Keep processes simple**: Avoid overly complex workflows - **Use clear naming**: Name components and variables descriptively - **Test thoroughly**: Preview and test processes before publishing - **Document decisions**: Use annotations to explain complex logic - **Monitor performance**: Regularly review analytics for bottlenecks - **Version control**: Save versions before major changes **Q: How do I ensure data security and compliance in sensitive processes?** A: - **Role-based access**: Assign appropriate permissions to users - **Audit logging**: Enable comprehensive audit trails - **Data encryption**: Ensure sensitive data is encrypted - **Compliance tracking**: Log all decisions and actions - **Regular reviews**: Conduct periodic security assessments **Q: What are the best practices for form design and user experience?** A: - **Logical flow**: Arrange fields in logical order - **Clear labels**: Use descriptive field labels and help text - **Validation**: Implement appropriate validation rules - **Responsive design**: Ensure forms work on all devices - **Progress indicators**: Show progress in multi-step forms **Q: How do I optimize process performance and reduce bottlenecks?** A: - **Parallel processing**: Use parallel tasks where possible - **Efficient routing**: Minimize unnecessary decision points - **Resource allocation**: Balance workload across users - **Monitoring**: Track performance metrics regularly - **Continuous improvement**: Use analytics to identify optimization opportunities **Q: What are the best practices for API integration and external system connectivity?** A: - **Error handling**: Implement robust error handling and retry logic - **Authentication**: Use secure authentication methods - **Rate limiting**: Respect API rate limits and quotas - **Monitoring**: Track API call success rates and response times - **Documentation**: Maintain clear documentation of integrations --- *Previous Chapter: [Process Management](05-process-management.md)* *Back to [Documentation Home](README.md)*