Levels

Levels configure the different stages or lanes that a workflow process will go through.

Details:

Level

This is a system generated number and cannot be changed. Moving the levels up and down will automatically renumber this value so that the levels are always sequential starting with 0. Changing the order of the levels can be achieved by dragging and dropping as shown below:

Level Name

This specifies the name of the level and is shown in the Process Flow diagram at the top as shown below.

Status

This is the status value shown for the form when viewing in the My Forms application.

Escalation

This button will open the Escalation properties for the associated Level. Escalations can be configured so that if a level exceeds the provided time (in hours), new approvers could be determined or additional actions like notifications can be performed. The logic for handling when an escalation is triggered is done in the implementation class in method ESCALATION_PROCESS.

Program /IQX/ESCALATIONS_PROCESS should be scheduled according to your needs. It can be run for all Forms, or can be schedule per Form using a variant. A recommended scheduling period would be every 15 minutes.

Standards / conventions / best practice guide

Level Name should be a noun, and the Status should describe that noun. For example:

Please take note that the Level Name and Status fields are used in reporting and audit trail information, and should therefore be chosen carefully.