This function starts 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, then select “Actions > Create” from the menu. 

The Create Instance pop-up window opens 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 a new Instance name, or click the “Generate” button to create and insert a name in the text box. Check the box to execute the Process Instance after it is created. 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 is displayed based on the context. Note: All dates and times are stored in the database as UTC and displayed 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, then choose “Actions > Create Instance”.  

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 one, then enter it in the text box. Check the box to run the Process Instance after it is created. 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 displayed according to the user's local time zone. Engine runtime data is in ISO + UTC format. 

In the example below, the “Execute” button is left unchecked to create a process instance without running it immediately. Note: Navigate to the Process Instance page, then select this instance to run it manually. 

Generate test data for process variables and globals using AI.

On the Process Definitions page, select a process from the table, then 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 such as routing tasks, forms, or emails to different users. However, when running in “Test Mode,” the assigned users for functions, forms, and emails are ignored, and messages are automatically sent to the user executing the process.

Running the engine manually.

The process engine can be run manually by selecting the “Run Engine” menu item. This will process the selected Instance from the Instance queue. Note: The “Run Engine” option appears only when 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 choosing “Actions > Reset > Selected”. This is useful after executing an instance if the process design changes. A new instance based on the definition need not be created to retest the instance.

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

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 choosing “Actions > Reset > Step”. This is useful after executing an instance if the process design changes. A new instance based on the definition need not be created to retest it.

The Reset Instance pop-up window appears below. Select the desired step from the pop-up, then confirm.  

Click OK to reset the process instance. 

Navigate to the Process Instance page to verify that the instance has been reset. 

Select the instance, then click the “Execute > Selected” menu option. 

Click OK to confirm re-execution of the Instance. 

The Process Instance is re-executed as shown below. 

DMS default folders for Process Instance

DMS Default folders for process instance

When the process instance is configured to use a DMS folder, the following default folders are created in the DMS for each new process instance. Look up the “Start” process step documentation to understand this configuration. 

• Forms
• Tasks
• Generated Documents

In the following example, based on the configuration of the process steps, the workflow definition creates tasks and form tasks, runs subworkflows and dynamic subworkflows, and generates documents to be stored in the DMS folders through its process instances. 

 

The process instance has successfully run, and its status is "completed." This workflow has finished a task, a form task, generated and stored documents, and executed a subworkflow. 

 

Select “Items > Documents” to open the DMS folder created by this process instance. 

 

The DMS folder is displayed on a new page, as shown below. The default folders (tasks, forms, and generated documents) are created for the main workflow, subworkflows, and dynamic subworkflows.