This function initiates a new Process Instance from the Process Instance page. 

Note: You can also create a new Process Instance from the Form Definition page and start “execute by params” by submitting a Form with the required parameters.  

Navigate to the Process - Instances page and select Actions - Create a menu option. 

The Create Instance pop-up window appears for configuration. Select the Process Definition from the drop-down list. Use the buttons to sort the Process Definition list by last modified date or by name. Enter the new Instance name or click the Generate button to create and insert a name into the text box. Check the box to execute the Process Instance after creation. Check the box to run the Process Instance in Test Mode as a different user. Choose the test mode user from the drop-down list. Click the Create & Execute button to proceed. 

The Process Instance is created, and a confirmation message appears in the top-right corner. The instance status remains “not started” until the FlowWright process engine executes it, assuming the service runs automatically. Choose the Execute - Run Engine menu option to start the process engine manually.   

The Process Instance executes, and its status displays according to the context. Note: All dates and times are stored in the database as UTC and shown in the user's local time zone. Engine runtime data is in ISO + UTC format. 

Generate Process Instances from the Process Definition.

On the Process Definitions page, select the process from the table and click the Actions - Create Instance menu option.  

The Create Instance box appears in the right pane for configuration, as shown below. Enter a new Instance name or click the Generate button to create a name and place it in the text box. Check the box to run the Process Instance after creation. Check the box to run the Process Instance in Test Mode as a different user. Select the test mode user from the drop-down list. Click the Create & Execute button to continue. The Process Instance will be created, and a confirmation message will appear in the top-right corner. The instance can be viewed directly by clicking the "View Instance" link. Note: All dates and times are stored in UTC in the database and shown according to the user's local time zone. Engine runtime data is in ISO + UTC format. 

Generate test data using AI for process variables and globals.

On the Process Definitions page, select a process from the table and click the Actions - Create Instance menu option. The Create Instance box appears in the right pane for configuration, as shown below. Click the Generate AI Test Data button. The test data is generated and populated for all process variables and globals configured in the process definition, as shown below. 

Test mode.

Test mode lets you test processes like routing tasks, forms, or emails to different users. However, when running in “Test Mode,” users set for functions, forms, and emails are ignored and automatically sent to the user executing the process.

Running the engine manually.

The process engine can be run manually by clicking the “Run Engine” menu item. This will process the selected Instance from the Instance queue. Note: The “Run Engine” option appears if the FlowWright Engine service is not running in automatic mode. 

Refresh Process Instance list.

Use the refresh icon to update the Process Instance table instead of reloading the page. 

Reset Process instance.

A process instance in “Sleeping / Error / Aborted” status can be reset to its original state by selecting it from the list and clicking the Actions—Reset—Selected menu option. This is useful after executing an instance if the process design changes. A new instance based on the definition does not need to be created to re-test it.

The Reset Instance pop-up window appears below. Click OK to reset the process instance. You can then go to the Process Instance page to verify the reset instance. 

Reset Process Instance to a Step.

A process instance in “Sleeping / Error / Aborted” status can be reset to its original state by selecting it from the list and clicking the Actions—Reset—Step menu option. This is useful after executing an Instance if the process design changes. A new instance, based on the definition, does not need to be created to retest it.

The Reset Instance pop-up window appears below. Choose the desired step from the pop-up and confirm.  

Click OK to reset the process instance. 

You can go to the Process Instance page to verify the reset instance. 

Select the instance and click the Execute - Selected menu option. 

Click the OK button to confirm re-executing the Instance. 

The Process Instance is re-executed as illustrated below.