Md Afiq Iskandar
e4548647b5
- Added comprehensive documentation covering key features, user guides, and best practices for the Corrad ProcessMaker platform. - Introduced new API endpoints for serving documentation files dynamically. - Enhanced the navigation structure to include a dedicated documentation section for improved accessibility. - Updated the Nuxt configuration to optimize the development environment and ensure proper handling of dependencies. - Included new dependencies in package.json to support documentation rendering and processing. - Improved the user interface for the documentation page, enhancing the overall user experience.
8.6 KiB
FAQ - Advanced Topics
Table of Contents
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
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