Introduction

Learn how to create and manage the Process Instances.

Last published at: November 18th, 2025

The Process Instances tab lets Admin users or Definition owners manage their Process Instances created by their Process Definitions. 

You need to go to the Process - Instances menu option.

 

The Process Instances UI is displayed as shown below. The instances are listed in the table with columns including instanceName, createdOn, startedOn, updatedOn, endedOn, status, state, and waitSteps. The list items are sorted and paginated. The Process Definitions for these instances can be accessed by clicking their line items. Use the search box to select fewer instances to view. The column selector feature allows hiding or showing other columns as desired. The folders “All, Favourites, My Instances, Last 10 Updated, By Status, Involved, Folders” categorize the instances for quick access. Click the "Refresh" button to update the list of Process Instances in the table.  

 

The following operations can be carried out using the Process Instance UI:

  • Create a process instance
  • Debug a process instance
  • Reset a process instance to the beginning
  • Reset a process instance to a selected step
  • Remove a process instance
  • Abort the execution of a process instance
  • Mark/Unmark the process instance as the favorite
  • Execute the process  instance
  • Execute the process instance in Test mode
  • Execute the process instance by providing values for input parameters
  • Run the engine manually
  • Export the process instance as XML, PNG, ZIP, PDF, and SQL.
  • Render process instance
  • View process instance execution view
  • View process instance history
  • Grant/Revoke process instance permissions
  • Perform batch operations on process instances
  • Update variable/global values/design on process instances in the Sleeping state.
  • Archive completed process instances
  • Jump to step
  • Send a message to the Sleeping process instances

 

Actions menu.

Choose the Actions menu to access Create, Debug, Reset, Remove, Abort, and Favourites options. 

 

Execute menu.

Choose the Execute menu to access Selected, Selected in Test Mode, With Params, and Run Engine features. 

 

Export menu.

Select the Export menu to access XML, PNG, Zip, PDF Report, and SQL options. 

 

View menu.

Select the View menu to access Render, Execution, Instance, History, States, and Permissions features. 

 

Utils menu.

Select the Utils menu to access Batch Operations, Update, Archive, Jump To Step, and Send Message features.