corrad-bp/CORRAD_PROCESSMAKER_DOCUMENTATION.md

Corrad ProcessMaker User Guide

Table of Contents

1. Introduction
2. Getting Started
3. Form Builder
   • 3.1 Accessing Form Builder
   • 3.2 Form Builder Interface
   • 3.3 Form Components
   • 3.4 Creating Your First Form
   • 3.5 Form Builder Features
4. Form Management
   • 4.1 Accessing Form Management
   • 4.2 Managing Forms
   • 4.3 Form Templates
   • 4.4 Form History
5. Process Builder
   • 5.1 Accessing Process Builder
   • 5.2 Process Builder Interface
   • 5.3 Process Components
   • 5.4 Creating Your First Process
   • 5.5 Process Builder Features
6. Process Management
   • 6.1 Accessing Process Management
   • 6.2 Process Dashboard
   • 6.3 Managing Processes
   • 6.4 Process Analytics
   • 6.5 Case Management
7. FAQ

---

Introduction

Corrad ProcessMaker is a Business Process Management (BPM) platform designed for creating, automating, and managing complex business workflows. This is NOT a low-code application builder - it's a specialized tool for designing and executing business processes with visual workflow design, form integration, and process automation capabilities.

What is Business Process Management?

Business Process Management focuses on:

• Process Design: Creating visual workflows that represent business logic
• Process Automation: Automating repetitive tasks and decision points
• Process Monitoring: Tracking process execution and performance
• Process Optimization: Identifying bottlenecks and improving efficiency

Key Differences from Low-Code Platforms

Business Process Maker	Low-Code Builder
Focuses on workflow design and process automation	Focuses on application development
Uses BPMN (Business Process Model and Notation) standards	Uses application development patterns
Emphasizes process flow, decision points, and task assignment	Emphasizes UI components and data management
Designed for business analysts and process designers	Designed for developers and citizen developers
Optimized for process monitoring and analytics	Optimized for rapid application development

Core Capabilities

Process Design & Automation

• Visual workflow designer with BPMN-compliant components
• Decision points and conditional routing
• Task assignment and user role management
• Process variables and data flow management

Form Integration

• Dynamic form creation for data collection
• Form-to-process integration for task completion
• Conditional form logic and validation
• Multi-step form workflows

Process Execution & Monitoring

• Real-time process execution tracking
• Task queue management and assignment
• Process performance analytics
• Exception handling and error management

Business Integration

• API integration for external system connectivity
• Business rule engine for complex decision logic
• Notification system for process updates
• Audit trail and compliance tracking

This guide provides step-by-step instructions for using the system's core BPM features to design, implement, and manage business processes effectively.

Getting Started

No installation is required. The system is a web-based application accessible through your browser.

System Access

1. Open your web browser
2. Navigate to the application URL
3. Enter your username and password
4. Click "Login" to access the system

First Steps

• Dashboard: Start here to get an overview of your system
• Form Builder: Create data collection forms
• Process Builder: Design business workflows
• Execution: Run and monitor processes

---

Form Builder

3.1 Accessing Form Builder

Step-by-Step Instructions:

1. From the main menu, click "Form Builder"
2. Click "Create New Form" button
3. Enter a form name in the header field
4. You're now ready to build your form

3.2 Form Builder Interface

Interface Layout:

• Left Panel: Component library with all available form components
• Center Canvas: Drag-and-drop area where you build your form
• Right Panel: Component settings and configuration panel
• Top Header: Form name, save button, and preview toggle

Navigation:

• Use the search bar in the component library to find specific components
• Click components to add them to your form
• Drag components to reposition them on the canvas

3.3 Form Components

Text Inputs Category

Text Field

• How to Add: Drag "Text Field" from the Text Inputs category
• Configuration:
  • Click the component to open settings
  • Set label, placeholder, and help text
  • Configure validation rules (required, min/max length)
• Use Case: Names, titles, short descriptions
• Zakat Scenario:
  • When to Use: Collecting applicant's full name, IC number, or address
  • Example: "Nama Penuh Pemohon" field for Zakat Asnaf application
  • Configuration: Set as required field with validation for Malaysian IC format

Text Area

• How to Add: Drag "Text Area" from the Text Inputs category
• Configuration:
  • Set label and placeholder text
  • Configure rows and character limits
  • Enable rich text formatting if needed
• Use Case: Descriptions, comments, long-form content
• Zakat Scenario:
  • When to Use: Collecting detailed reasons for Zakat application
  • Example: "Sebab Permohonan Zakat" field for explaining financial hardship
  • Configuration: Set minimum 50 characters, maximum 500 characters

Number Field

• How to Add: Drag "Number Field" from the Text Inputs category
• Configuration:
  • Set minimum and maximum values
  • Configure decimal places and step increments
  • Add validation rules
• Use Case: Quantities, amounts, scores
• Zakat Scenario:
  • When to Use: Collecting monthly income, number of dependents, or property values
  • Example: "Pendapatan Bulanan (RM)" field for income assessment
  • Configuration: Set minimum 0, maximum 50,000, 2 decimal places

Email Field

• How to Add: Drag "Email Field" from the Text Inputs category
• Configuration:
  • Set label and placeholder
  • Email validation is automatic
• Use Case: Contact information, user registration
• Zakat Scenario:
  • When to Use: Collecting applicant's email for notifications
  • Example: "Emel Pemohon" field for Zakat application updates
  • Configuration: Set as optional field with email format validation

Password Field

• How to Add: Drag "Password Field" from the Text Inputs category
• Configuration:
  • Set label and placeholder
  • Configure password strength requirements
• Use Case: User authentication, account creation
• Zakat Scenario:
  • When to Use: Creating secure login for Zakat portal
  • Example: "Kata Laluan" field for applicant account creation
  • Configuration: Set minimum 8 characters with strength indicator

URL Field

• How to Add: Drag "URL Field" from the Text Inputs category
• Configuration:
  • Set label and placeholder
  • URL validation is automatic
• Use Case: Links, references, social media profiles
• Zakat Scenario:
  • When to Use: Collecting social media profiles for verification
  • Example: "Profil Facebook" field for additional contact verification
  • Configuration: Set as optional field with URL validation

Phone Field

• How to Add: Drag "Phone Field" from the Text Inputs category
• Configuration:
  • Set label and placeholder
  • Configure phone number format
• Use Case: Contact information, customer details
• Zakat Scenario:
  • When to Use: Collecting applicant's contact number
  • Example: "Nombor Telefon" field for Zakat application contact
  • Configuration: Set Malaysian phone format (01X-XXXXXXX)

Masked Input

• How to Add: Drag "Masked Input" from the Text Inputs category
• Configuration:
  • Set custom mask pattern (e.g., ###-###-####)
  • Configure placeholder and help text
• Use Case: Credit cards, social security numbers, postal codes
• Zakat Scenario:
  • When to Use: Collecting IC number with proper formatting
  • Example: "Nombor IC" field with format 000000-00-0000
  • Configuration: Set mask pattern ###-###-#### for IC format

Hidden Field

• How to Add: Drag "Hidden Field" from the Text Inputs category
• Configuration:
  • Set default value
  • Note: This field is not visible to users
• Use Case: Default values, system data, calculations
• Zakat Scenario:
  • When to Use: Storing application date or system-generated values
  • Example: "Tarikh Permohonan" field automatically set to current date
  • Configuration: Set default value to current date/time

Selection & Toggle Category

Select Dropdown

• How to Add: Drag "Select Dropdown" from the Selection & Toggle category
• Configuration:
  • Click component to open settings
  • Add options in the "Options" section
  • Set placeholder text
  • Configure validation
• Use Case: Categories, status options, country selection
• Zakat Scenario:
  • When to Use: Selecting Zakat category or state of residence
  • Example: "Kategori Zakat" dropdown with options: Asnaf, Fakir, Miskin, etc.
  • Configuration: Add options: Asnaf, Fakir, Miskin, Amil, Muallaf, Riqab, Gharimin, Fisabilillah

Checkbox Group

• How to Add: Drag "Checkbox Group" from the Selection & Toggle category
• Configuration:
  • Add multiple options in the settings
  • Set label and help text
  • Configure minimum/maximum selections
• Use Case: Interests, skills, preferences
• Zakat Scenario:
  • When to Use: Selecting multiple sources of income or types of assistance needed
  • Example: "Sumber Pendapatan" checkbox group
  • Configuration: Options: Gaji Tetap, Kerja Sampingan, Perniagaan, Sewa, Lain-lain

Radio Group

• How to Add: Drag "Radio Group" from the Selection & Toggle category
• Configuration:
  • Add mutually exclusive options
  • Set label and help text
  • Configure validation
• Use Case: Gender, yes/no questions, priority levels
• Zakat Scenario:
  • When to Use: Selecting marital status or employment status
  • Example: "Status Perkahwinan" radio group
  • Configuration: Options: Bujang, Berkahwin, Bercerai, Janda/Duda

Switch Toggle

• How to Add: Drag "Switch Toggle" from the Selection & Toggle category
• Configuration:
  • Set label and help text
  • Configure default state (on/off)
• Use Case: Settings, feature enablement, consent
• Zakat Scenario:
  • When to Use: Consent for data sharing or agreement to terms
  • Example: "Persetujuan Terma dan Syarat" toggle
  • Configuration: Set default to off, required for form submission

Date & Pickers Category

Date Picker

• How to Add: Drag "Date Picker" from the Date & Pickers category
• Configuration:
  • Set label and help text
  • Configure date range limits
  • Set default date if needed
• Use Case: Birth dates, appointment scheduling, deadlines
• Zakat Scenario:
  • When to Use: Collecting birth date or application submission date
  • Example: "Tarikh Lahir" field for age verification
  • Configuration: Set maximum date to current date, minimum date to 1900

Time Picker

• How to Add: Drag "Time Picker" from the Date & Pickers category
• Configuration:
  • Set label and help text
  • Choose 12 or 24-hour format
  • Set time intervals
• Use Case: Meeting times, business hours, schedules
• Zakat Scenario:
  • When to Use: Scheduling Zakat interview appointments
  • Example: "Masa Temuduga" field for interview scheduling
  • Configuration: Set 24-hour format, intervals of 30 minutes

Date & Time

• How to Add: Drag "Date & Time" from the Date & Pickers category
• Configuration:
  • Set label and help text
  • Configure date and time limits
• Use Case: Event scheduling, deadline tracking
• Zakat Scenario:
  • When to Use: Scheduling Zakat verification appointments
  • Example: "Tarikh dan Masa Temuduga" field for home visits
  • Configuration: Set minimum date to current date, business hours only

Range Slider

• How to Add: Drag "Range Slider" from the Date & Pickers category
• Configuration:
  • Set minimum and maximum values
  • Configure step increments
  • Set default value
• Use Case: Ratings, preferences, quantity selection
• Zakat Scenario:
  • When to Use: Indicating monthly household income range
  • Example: "Julat Pendapatan Bulanan (RM)" slider
  • Configuration: Set range 0-10,000 RM, step 500 RM

Color Picker

• How to Add: Drag "Color Picker" from the Date & Pickers category
• Configuration:
  • Set label and help text
  • Configure default color
• Use Case: Design preferences, theme selection
• Zakat Scenario:
  • When to Use: Selecting preferred notification colors
  • Example: "Warna Notifikasi Pilihan" for personalized alerts
  • Configuration: Set default to blue (#3B82F6)

Advanced & Upload Category

File Upload

• How to Add: Drag "File Upload" from the Advanced & Upload category
• Configuration:
  • Set accepted file types
  • Configure file size limits
  • Set maximum number of files
• Use Case: Documents, images, attachments
• Zakat Scenario:
  • When to Use: Uploading supporting documents for Zakat application
  • Example: "Dokumen Sokongan" field for IC, payslips, bank statements
  • Configuration: Accept PDF, JPG, PNG files, max 5MB per file, max 10 files

Image Preview

• How to Add: Drag "Image Preview" from the Advanced & Upload category
• Configuration:
  • Set image URL or upload image
  • Configure caption and alt text
  • Enable/disable zoom capability
• Use Case: Product images, profile pictures, documentation
• Zakat Scenario:
  • When to Use: Displaying Zakat calculation examples or guidelines
  • Example: "Contoh Pengiraan Zakat" image with calculation breakdown
  • Configuration: Show zoom capability, add caption explaining calculation

Repeating Group

• How to Add: Drag "Repeating Group" from the Advanced & Upload category
• Configuration:
  • Set group label and help text
  • Configure minimum and maximum items
  • Add fields within the group
• Use Case: Family members, work experience, education history
• Zakat Scenario:
  • When to Use: Collecting information about family members/dependents
  • Example: "Maklumat Ahli Keluarga" group for dependent details
  • Configuration: Min 1, max 10 family members, fields: Name, IC, Age, Relationship

Dynamic List

• How to Add: Drag "Dynamic List" from the Advanced & Upload category
• Configuration:
  • Set label and placeholder text
  • Configure item type (text, number, etc.)
  • Enable search, sorting, and bulk operations
• Use Case: Skills, interests, inventory items
• Zakat Scenario:
  • When to Use: Listing monthly expenses or sources of income
  • Example: "Senarai Perbelanjaan Bulanan" for expense tracking
  • Configuration: Text items, enable search, allow duplicates, max 20 items

Data Table

• How to Add: Drag "Data Table" from the Advanced & Upload category
• Configuration:
  • Define table columns and their types
  • Set validation rules for each column
  • Configure edit and delete permissions
• Use Case: Employee records, inventory, financial data
• Zakat Scenario:
  • When to Use: Tracking monthly income and expenses in tabular format
  • Example: "Jadual Pendapatan dan Perbelanjaan" table
  • Configuration: Columns: Month, Income (RM), Expenses (RM), Balance (RM), Remarks

OTP Input

• How to Add: Drag "OTP Input" from the Advanced & Upload category
• Configuration:
  • Set number of digits (typically 6)
  • Configure validation
• Use Case: Two-factor authentication, verification codes
• Zakat Scenario:
  • When to Use: SMS verification for Zakat application submission
  • Example: "Kod Pengesahan SMS" field for application verification
  • Configuration: 6 digits, auto-focus, required validation

File Dropzone

• How to Add: Drag "File Dropzone" from the Advanced & Upload category
• Configuration:
  • Set accepted file types and size limits
  • Configure drag-and-drop text
  • Set maximum number of files
• Use Case: Bulk file uploads, document management
• Zakat Scenario:
  • When to Use: Bulk upload of multiple supporting documents
  • Example: "Seret Dokumen ke Sini" dropzone for multiple file uploads
  • Configuration: Accept PDF, JPG files, max 10MB total, drag-and-drop interface

Button

• How to Add: Drag "Button" from the Advanced & Upload category
• Configuration:
  • Set button text and type (submit, reset, button)
  • Choose button style and size
  • Configure custom actions if needed
• Use Case: Submit, reset, custom actions
• Zakat Scenario:
  • When to Use: Form submission or calculation triggers
  • Example: "Hantar Permohonan Zakat" submit button
  • Configuration: Primary style, large size, submit type

3.4 Creating Your First Form

Step-by-Step Instructions:

1. Start Form Builder

   • Navigate to Form Builder
   • Click "Create New Form"
   • Enter a descriptive form name

2. Add Basic Components

   • Drag a "Text Field" for the name
   • Drag an "Email Field" for contact information
   • Drag a "Select Dropdown" for category selection

3. Configure Components

   • Click each component to open settings
   • Set appropriate labels and placeholders
   • Add validation rules where needed

4. Add Advanced Components

   • Drag a "File Upload" for attachments
   • Drag a "Text Area" for comments
   • Add a "Button" for form submission

5. Test Your Form

   • Click "Preview" to test the form
   • Fill out the form as an end user would
   • Verify all functionality works correctly

6. Save Your Form

   • Click "Save" button
   • Enter a descriptive name
   • Add a description for future reference

3.5 Form Builder Features

Drag & Drop Interface

• How to Use: Click and drag components from the left panel to the canvas
• Repositioning: Drag components on the canvas to move them
• Resizing: Use the resize handles to adjust component size

Component Configuration

• How to Access: Click any component on the canvas
• Settings Panel: Opens on the right side
• Configuration Options: Labels, validation, conditional logic, styling

Preview Mode

• How to Access: Click "Preview" button in the header
• Testing: Fill out the form as an end user
• Exit Preview: Click "Edit" to return to builder mode

Save & Version Control

• Save: Click "Save" button regularly
• History: Access form history to view previous versions
• Restore: Click on any previous version to restore it

---

Form Management

4.1 Accessing Form Management

Step-by-Step Instructions:

1. Navigate to Form Builder
2. Click the dropdown menu (three dots) in the header
3. Select "Manage Forms"
4. Or use the breadcrumb navigation

4.2 Managing Forms

Form List View

• View All Forms: See all your forms in a table format
• Information Displayed: Name, description, component count, creation date, last updated
• Sorting: Click column headers to sort by different criteria

Search & Filter

• Search Bar: Type to search forms by name or description
• Filters: Use status and date filters to narrow results
• Clear Filters: Click "Clear Filters" to reset search

Form Actions

• Edit: Click "Edit" to open form in Form Builder
• Preview: Click "Preview" to test form functionality
• Duplicate: Click "Duplicate" to create a copy
• Delete: Click "Delete" and confirm to remove form
• Export: Click "Export" to download form configuration

4.3 Form Templates

Accessing Templates

• Step 1: In Form Builder, click the dropdown menu
• Step 2: Select "Templates"
• Step 3: Browse available templates

Using Templates

• Step 1: Select a template that matches your needs
• Step 2: Click "Use Template"
• Step 3: Customize the form for your specific requirements
• Step 4: Save with a new name

Creating Templates

• Step 1: Design a form you want to reuse
• Step 2: Click "Save as Template"
• Step 3: Enter template name and description
• Step 4: Template is now available for reuse

4.4 Form History

Accessing History

• Step 1: In Form Management, find your form
• Step 2: Click "History" button
• Step 3: View version history

Version Management

• View Changes: Click on any version to see what changed
• Compare Versions: Select two versions to compare differences
• Restore Version: Click "Restore" to go back to a previous version
• Change Tracking: See who made changes and when

---

Process Builder

5.1 Accessing Process Builder

Step-by-Step Instructions:

1. From the main menu, click "Process Builder"
2. Click "Create New Process" button
3. Enter a process name and description
4. Click "Create" to start building

5.2 Process Builder Interface

Interface Layout:

• Left Panel: Component library with process components
• Center Canvas: Visual workflow design area
• Right Panel: Component configuration and properties
• Top Toolbar: Save, publish, and navigation controls

Navigation:

• Zoom: Use mouse wheel or zoom controls
• Pan: Click and drag on empty canvas areas
• Select: Click components to select and configure them

5.3 Process Components

Core Components

Start Point

• How to Add: Drag "Start Point" from the Core Components category
• Configuration:
  • Set process name and description
  • Configure trigger conditions if needed
• Visual: Green circle with "Start" label
• Use Case: Process entry point, trigger events
• Zakat Scenario:
  • When to Use: Beginning of Zakat application process
  • Example: "Permohonan Zakat Asnaf" process start
  • Configuration: Trigger when user submits Zakat application form

End Point

• How to Add: Drag "End Point" from the Core Components category
• Configuration:
  • Set completion conditions
  • Configure final actions
• Visual: Red circle with "End" label
• Use Case: Process completion, final states
• Zakat Scenario:
  • When to Use: Completion of Zakat approval or rejection process
  • Example: "Permohonan Diluluskan" or "Permohonan Ditolak" end points
  • Configuration: Send final notification to applicant

Form Task

• How to Add: Drag "Form Task" from the Core Components category
• Configuration:
  • Click component to open settings
  • Select a form from the dropdown
  • Assign to users or roles
  • Set task description and instructions
• Visual: Rectangle with form icon
• Use Case: Data collection, user input, approvals
• Zakat Scenario:
  • When to Use: Zakat application form submission or verification forms
  • Example: "Borang Permohonan Zakat Asnaf" form task
  • Configuration: Assign to Zakat officers, set deadline for completion

API Call

• How to Add: Drag "API Call" from the Core Components category
• Configuration:
  • Set HTTP method (GET, POST, PUT, DELETE)
  • Enter API URL
  • Configure request headers and body
  • Set output variable name
  • Configure error handling
• Visual: Rectangle with API icon
• Use Case: Integrate with external systems, fetch data
• Zakat Scenario:
  • When to Use: Verify applicant's IC with JPN or check bank account details
  • Example: "Pengesahan IC dengan JPN" API call
  • Configuration: POST request to JPN API, validate IC number authenticity

Decision Point

• How to Add: Drag "Decision Point" from the Core Components category
• Configuration:
  • Click component to open settings
  • Add conditions for different paths
  • Set default path for fallback
  • Configure condition logic (AND/OR)
• Visual: Diamond shape with decision icon
• Use Case: Conditional routing, approval workflows
• Zakat Scenario:
  • When to Use: Determine if applicant qualifies for Zakat based on income
  • Example: "Pendapatan < Had Kifayah?" decision point
  • Configuration: If monthly income < RM2,208 (Had Kifayah), proceed to approval; else reject

Notification

• How to Add: Drag "Notification" from the Core Components category
• Configuration:
  • Set notification type (info, warning, error)
  • Choose recipient type (user, role, email)
  • Enter subject and message
  • Configure delivery options (in-app, email, SMS)
• Visual: Rectangle with notification icon
• Use Case: Status updates, reminders, alerts
• Zakat Scenario:
  • When to Use: Notify applicant about application status or request additional documents
  • Example: "Notifikasi Status Permohonan" notification
  • Configuration: Send SMS and email to applicant with application status update

Business Rule

• How to Add: Drag "Business Rule" from the Core Components category
• Configuration:
  • Create rule groups with conditions
  • Set actions for each rule
  • Configure rule priority
• Visual: Rectangle with rule icon
• Use Case: Data validation, calculations, decision logic
• Zakat Scenario:
  • When to Use: Calculate Zakat eligibility based on multiple criteria
  • Example: "Pengiraan Kelayakan Zakat" business rule
  • Configuration: Rule 1: Income < Had Kifayah, Rule 2: No luxury assets, Rule 3: Malaysian citizen

Script Task

• How to Add: Drag "Script Task" from the Core Components category
• Configuration:
  • Enter JavaScript code
  • Set input and output variables
  • Configure error handling
• Visual: Rectangle with code icon
• Use Case: Data manipulation, calculations, custom logic
• Zakat Scenario:
  • When to Use: Calculate monthly expenses or determine Zakat amount
  • Example: "Pengiraan Perbelanjaan Bulanan" script task
  • Configuration: Sum all monthly expenses, calculate average, determine eligibility

HTML Content

• How to Add: Drag "HTML Content" from the Core Components category
• Configuration:
  • Enter HTML code
  • Add CSS styling if needed
  • Configure JavaScript for interactivity
• Visual: Rectangle with HTML icon
• Use Case: Rich content, embedded applications, custom UI
• Zakat Scenario:
  • When to Use: Display Zakat calculation results or guidelines
  • Example: "Keputusan Pengiraan Zakat" HTML content
  • Configuration: Display formatted calculation results with charts and explanations

Sub Process

• How to Add: Drag "Sub Process" from the Core Components category
• Configuration:
  • Select another process from the dropdown
  • Configure data mapping between processes
  • Set sub-process parameters
• Visual: Rectangle with sub-process icon
• Use Case: Modular process design, reusable workflows
• Zakat Scenario:
  • When to Use: Separate verification process for complex applications
  • Example: "Proses Pengesahan Dokumen" sub-process
  • Configuration: Call document verification process with applicant data

Design Elements

Horizontal Swimlane

• How to Add: Drag "Horizontal Swimlane" from the Design Elements category
• Configuration:
  • Set lane name and description
  • Assign roles or departments
  • Configure visual styling
• Use Case: Department separation, role-based organization
• Zakat Scenario:
  • When to Use: Separate different departments in Zakat processing
  • Example: "Bahagian Permohonan" and "Bahagian Pengesahan" swimlanes
  • Configuration: Assign application officers and verification officers to respective lanes

Vertical Swimlane

• How to Add: Drag "Vertical Swimlane" from the Design Elements category
• Configuration:
  • Set lane name and description
  • Configure time-based organization
  • Set visual styling
• Use Case: Time-based organization, sequential steps
• Zakat Scenario:
  • When to Use: Organize process by time periods
  • Example: "Minggu 1", "Minggu 2", "Minggu 3" time-based lanes
  • Configuration: Track application processing time across weeks

Text Annotation

• How to Add: Drag "Text Annotation" from the Design Elements category
• Configuration:
  • Enter explanatory text
  • Position the annotation
  • Configure text styling
• Use Case: Documentation, instructions, notes
• Zakat Scenario:
  • When to Use: Add explanatory notes to process steps
  • Example: "Nota: Had Kifayah = RM2,208 (2024)" annotation
  • Configuration: Position near decision point, use smaller font for notes

5.4 Creating Your First Process

Step-by-Step Instructions:

1. Start Process Builder

   • Navigate to Process Builder
   • Click "Create New Process"
   • Enter process name and description

2. Add Start Point

   • Drag "Start Point" to the canvas
   • Position it at the top of your workflow

3. Add Form Task

   • Drag "Form Task" below the start point
   • Click the component to configure
   • Select a form from the dropdown
   • Assign to appropriate users or roles

4. Add Decision Point

   • Drag "Decision Point" after the form task
   • Configure conditions (e.g., approval status)
   • Set paths for different outcomes

5. Add End Points

   • Drag "End Point" for each decision path
   • Configure completion actions

6. Connect Components

   • Click and drag from component edges to create connections
   • Ensure all paths lead to end points

7. Test Your Process

   • Click "Preview" to test the workflow
   • Verify all connections and conditions

8. Save and Publish

   • Click "Save" to save your process
   • Click "Publish" to make it available for execution

5.5 Process Builder Features

Visual Canvas

• How to Use: Drag components from left panel to canvas
• Connections: Click and drag from component edges to create flow
• Resizing: Use handles to resize components
• Repositioning: Drag components to move them

Component Configuration

• How to Access: Click any component on the canvas
• Settings Panel: Opens on the right side
• Configuration Options: Properties, labels, behavior, connections

Variable Management

• How to Access: Click "Variables" tab in the right panel
• Add Variables: Click "Add Variable" and configure
• Variable Types: Text, number, date, boolean, array
• Default Values: Set initial values for variables

Conditional Logic

• How to Create: Use Decision Point components
• Condition Builder: Click "Add Condition" in decision settings
• Logic Operators: Use AND/OR for complex conditions
• Default Path: Set fallback path for unmatched conditions

Form Integration

• How to Connect: Use Form Task components
• Form Selection: Choose from your saved forms
• User Assignment: Assign to specific users or roles
• Data Mapping: Configure how form data flows through the process

API Integration

• How to Configure: Use API Call components
• HTTP Methods: GET, POST, PUT, DELETE
• Request Configuration: URL, headers, body
• Response Handling: Set output variables and error handling

Save & Version Control

• Save: Click "Save" button regularly
• History: Access process history to view previous versions
• Publish: Click "Publish" to make process available for execution

---

Process Management

6.1 Accessing Process Management

Step-by-Step Instructions:

1. Navigate to Process Builder
2. Click "Manage Processes" in the header
3. Or use the dashboard overview

6.2 Process Dashboard

Overview Metrics

• Total Processes: Number of all processes in the system
• Published vs Draft: Count of published and draft processes
• Active Cases: Currently running process instances
• Performance Metrics: Completion rates and average times

Performance Analytics

• Completion Rates: Percentage of successful process completions
• Average Times: Time taken to complete processes
• Success Rates: Overall process success metrics
• Bottleneck Analysis: Identify slow or problematic steps

Recent Activity

• Latest Changes: Recent process modifications
• Recent Executions: Latest process instances
• User Activity: Most active users and their actions

Quick Actions

• Create New Process: Start building a new workflow
• View Active Cases: Monitor currently running processes
• Access Analytics: View detailed performance reports

6.3 Managing Processes

Process List View

• Search & Filter: Find processes by name, status, or category
• Status Tracking: Draft, published, archived, deleted
• Category Organization: HR, Finance, IT, Operations, etc.
• Sort Options: By name, creation date, last modified

Process Actions

• Edit: Click "Edit" to open process in Process Builder
• Duplicate: Click "Duplicate" to create a copy
• Publish: Click "Publish" to make process available for execution
• Archive: Click "Archive" to move process to archived status
• Delete: Click "Delete" and confirm to remove process
• Export: Click "Export" to download process definition

Process Templates

• Template Library: Browse pre-built process templates
• Template Categories: Common business processes
• Custom Templates: Save your processes as templates
• Template Import: Import templates from other sources

Process History

• Version Control: Track all process changes
• Change Log: Who made changes and when
• Version Comparison: Compare different versions
• Rollback: Restore previous versions if needed

6.4 Process Analytics

Execution Metrics

• Number of Cases: Total process instances created
• Completion Rates: Percentage of completed cases
• Average Time: Time taken to complete processes
• Success Rates: Percentage of successful completions

Performance Data

• Bottleneck Analysis: Identify slow steps in processes
• User Performance: Track user task completion rates
• Process Efficiency: Measure process optimization opportunities
• Resource Utilization: Monitor system and user resources

User Activity

• Most Active Users: Users with highest task completion rates
• Task Completion Rates: Individual user performance metrics
• User Workload: Distribution of tasks across users
• Performance Trends: Track user performance over time

Trend Analysis

• Process Usage: Track which processes are used most
• Time Trends: Analyze process usage over time
• Seasonal Patterns: Identify recurring patterns
• Growth Metrics: Track system adoption and usage

6.5 Case Management

Active Cases

• View Running Cases: See currently active process instances
• Case Details: Individual case information and progress
• Case Status: Track current status of each case
• Case Timeline: View chronological case events

Case Actions

• Assign Tasks: Reassign tasks to different users
• Suspend Cases: Pause process execution temporarily
• Resume Cases: Restart suspended processes
• Cancel Cases: Terminate process execution

Task Management

• Pending Tasks: View tasks waiting for user action
• Task Assignment: Assign tasks to specific users
• Task Notifications: Alert users about new or overdue tasks
• Task History: Track task completion and performance

Case Monitoring

• Real-time Updates: Live status updates for active cases
• Progress Tracking: Monitor case progression through steps
• Exception Handling: Identify and handle process exceptions
• Performance Monitoring: Track case completion times

---

FAQ

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.