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

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

You must navigate to the Process - Instances page. Select Actions - Create a menu option. 

The Create Instance pop-up window is displayed 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. Provide the new Instance name or use the Generate button to create the new Instance name and place it in the text box. Select the checkbox to execute the Process Instance after it has been made. Select the checkbox to execute 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 proceed. 

The Process Instance is created, and a confirmation message is displayed in the top-right corner. The instance status is “not started” until the FlowWright process engine executes it, provided the service is running automatically. Select the Execute - Run Engine menu option to run the process engine manually.   

The Process Instance is executed, and its status is displayed according to the context. Note: All dates/times are stored in the database as UTC and displayed based on 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 is rendered in the right pane for configuration, as shown below. Provide the new Instance name or use the Generate button to create the new Instance name and place it in the text box. Select the checkbox to execute the Process Instance after it has been made. Select the checkbox to execute 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 proceed. The Process Instance is created, and a confirmation message is displayed in the top-right corner. The instance can be rendered directly by clicking the "View Instance" link. Note: All dates/times are stored in the database as UTC and displayed based on 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 the process from the table and click the Actions - Create Instance menu option.  The Create Instance box is rendered 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 below. 

Test mode.

Test mode allows you to test a process, such as routing tasks, forms, or emails, to different users.   However, when executed in “Test Mode,” users configured for functions, forms, and emails are ignored and automatically sent to the executing user.

Running the engine manually.

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

Refresh Process Instance list.

Use the refresh icon to refresh the Process Instance table instead of refreshing 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 is displayed below. Click OK to reset the process instance. You may navigate 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 re-test it.

The Reset Instance pop-up window is displayed below. Select the desired step from the pop-up window and confirm.  

Click OK to reset the Process Instance. 

You can navigate 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-execution of the Instance. 

The Process Instance is re-executed as shown below.