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.
135 lines
8.6 KiB
Markdown
135 lines
8.6 KiB
Markdown
# FAQ - Advanced Topics
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## Table of Contents
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1. [Complex Business Scenarios](#complex-business-scenarios)
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2. [Technical Implementation](#technical-implementation)
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3. [Best Practices](#best-practices)
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---
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## Complex Business Scenarios
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**Q: How do I implement approval workflows with multiple approvers in a hierarchical structure?**
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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.
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**Q: How can I pass user-specific data to dynamically generated forms in subsequent process steps?**
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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.
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**Q: How do I implement conditional form fields that appear based on previous user selections?**
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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.
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**Q: How can I integrate external systems (like JPN for IC verification) into my processes?**
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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.
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**Q: How do I implement parallel processing where multiple tasks can be completed simultaneously?**
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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.
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**Q: How can I implement dynamic task assignment based on workload or expertise?**
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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.
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**Q: How do I handle process exceptions and create alternative paths when standard procedures fail?**
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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.
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**Q: How can I implement time-based escalations for overdue tasks?**
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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.
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**Q: How do I implement data validation across multiple process steps?**
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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.
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**Q: How can I implement audit trails and compliance tracking for sensitive processes?**
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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.
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**Q: How do I implement role-based access control for different process stages?**
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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.
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**Q: How can I implement process analytics and performance monitoring for continuous improvement?**
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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.
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## Technical Implementation
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**Q: How do I configure complex business rules with multiple conditions?**
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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.
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**Q: How do I implement custom JavaScript logic in Script Task components?**
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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.
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**Q: How do I configure API authentication and error handling?**
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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.
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**Q: How do I implement process variables and data flow between components?**
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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.
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**Q: How do I configure conditional form logic for dynamic field display?**
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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.
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## Best Practices
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**Q: What are the best practices for process design and optimization?**
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A:
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- **Keep processes simple**: Avoid overly complex workflows
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- **Use clear naming**: Name components and variables descriptively
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- **Test thoroughly**: Preview and test processes before publishing
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- **Document decisions**: Use annotations to explain complex logic
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- **Monitor performance**: Regularly review analytics for bottlenecks
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- **Version control**: Save versions before major changes
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**Q: How do I ensure data security and compliance in sensitive processes?**
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A:
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- **Role-based access**: Assign appropriate permissions to users
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- **Audit logging**: Enable comprehensive audit trails
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- **Data encryption**: Ensure sensitive data is encrypted
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- **Compliance tracking**: Log all decisions and actions
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- **Regular reviews**: Conduct periodic security assessments
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**Q: What are the best practices for form design and user experience?**
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A:
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- **Logical flow**: Arrange fields in logical order
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- **Clear labels**: Use descriptive field labels and help text
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- **Validation**: Implement appropriate validation rules
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- **Responsive design**: Ensure forms work on all devices
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- **Progress indicators**: Show progress in multi-step forms
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**Q: How do I optimize process performance and reduce bottlenecks?**
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A:
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- **Parallel processing**: Use parallel tasks where possible
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- **Efficient routing**: Minimize unnecessary decision points
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- **Resource allocation**: Balance workload across users
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- **Monitoring**: Track performance metrics regularly
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- **Continuous improvement**: Use analytics to identify optimization opportunities
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**Q: What are the best practices for API integration and external system connectivity?**
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A:
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- **Error handling**: Implement robust error handling and retry logic
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- **Authentication**: Use secure authentication methods
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- **Rate limiting**: Respect API rate limits and quotas
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- **Monitoring**: Track API call success rates and response times
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- **Documentation**: Maintain clear documentation of integrations
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---
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*Previous Chapter: [Process Management](05-process-management.md)*
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*Back to [Documentation Home](README.md)* |