Levels

Levels define the different stages the workflow will go through. As the workflow progresses, the current Level influences the current Status of the Application Instance. Each Level will result in a Lane in the Process Flow Diagram. Tasks and are assigned to Levels.

1 Level
2 Level Name
3 Status
4 Escalation

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 displayed at the top section of the Process Flow diagram as shown below.

Status

This specifies the status of the form when viewed from the My Forms application.

Escalation

The Ellipsis button opens a pop-up dialog Escalations for Level. Escalations can be configured so that if a level exceeds the provided time (in hours), new approvers can 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 using method ESCALATION_PROCESS.

Program /IQX/ESCALATIONS_PROCESS can be scheduled to run in the background according to the business need. It can be used to run all Forms or a specific Form using a variant. The recommended job frequency is every 15 minutes.

Standards / conventions / best practice guide

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