Process instance

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Overview

Once the desired processes are defined in the platform, they are ready to be used. Each time a process needs to be used, for example each time a customer wants to request a new credit card, a new instance of the specified process definition is started in the platform. Think of the process definition as a blueprint for a house, and of the process instance as each house of that type being built.

The FlowX.AI Engine is responsible for executing the steps in the process definition and handling all the business logic. The token represents the current position in the process and moves from one node to the next based on the sequences and rules defined in the exclusive gateways. In the case of parallel gateways, child tokens are created and eventually merged back into the parent token.

Kafka events are used for communication between FLOWX.AI components such as the engine and integrations/plugins. Each event type is associated with a Kafka topic to track and orchestrate the messages sent on Kafka. The engine updates the UI by sending messages through sockets.

More about Kafka

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Checking the Process Status

To check the status of a process or troubleshoot a failed process, follow these steps:

1. Open FlowX.AI Designer.
2. Go to Processes → Active Process → Process instances.
3. Click Process status icon.

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Understanding the Process Status data

Understanding the various elements within process status data is crucial. Here’s what each component entails:

• The Status field indicates the state of the process instance, offering distinct values:

Status	Indicates the state of the process instance. Offers distinct values:
CREATED	Visible if there’s an error during process creation. Displays as STARTED if there were no errors during creation.
STARTED	Indicates the current running status of the process.
DISMISSED	Available for processes with subprocesses, seen when a user halts a subprocess.
EXPIRED	This status appears when the defined “expiryTime” expression in the process definition elapses since the process was initiated (STARTED).
FINISHED	Signifies successful completion of the process execution.
TERMINATED	Implies a termination request has been sent to the instance.
ON HOLD	Marks a state where the process is no longer editable.
FAILED	Occurs if a CronJob triggers at a specific hour, and the instance isn’t finished by then.

• Active process instance: The UUID of the process instance, with a copy action available.
• Variables: Displayed as an expanded JSON.

• Tokens: A token represents the state within the process instance and describe the current position in the process flow.

• Subprocesses: Displayed only if the current process instance generated a subprocess instance.
• Exceptions: Errors that let you know where the process is blocked, with a direct link to the node where the process is breaking for easy editing.

• Audit Log: The audit log displays events registered for process instances, tokens, tasks, and exceptions in reverse chronological order by timestamp.

Audit

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Color coding

In the Process Status view, some nodes are highlighted with different colors to easily identify any failures:

• Green: Nodes highlighted with green mark the nodes passed by the token.
• Red: The node highlighted with red marks the node where the token is stuck (process failure).

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Starting a new process instance

To start a new process instance, a request must be made to the FlowX.AI Engine. This is handled by the web/mobile application. The current user must have the appropriate role/permission to start a new process instance.

To be able to start a new process instance, the current user needs to have the appropriate role/permissions:

Configuring access roles for processes

When starting a new process instance, we can also set it to inherit some values from a previous process instance.

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Troubleshooting possible errors

If everything is configured correctly, the new process instance should be visible in the UI and added to the database. However, if you encounter issues, here are some common error messages and their possible solutions: Possible errors include:

Error Message	Description
”Process definition not found.”	The process definition with the requested name was not set as published.
”Start node for process definition not found.”	The start node was not properly configured.
”Multiple start nodes found, but start condition not specified.”	Multiple start nodes were defined, but the start condition to choose the start node was not set.
”Some mandatory params are missing.”	Some parameters set as mandatory were not included in the start request.
HTTP code 403 - Forbidden	The current user does not have the process access role for starting that process.
HTTP code 401 - Unauthorized	The current user is not logged in.

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Exceptions

Exceptions are types of errors meant to help you debug a failure in the execution of a process.

Exceptions can be accessed from multiple places:

• Failed process start tab from Active process menu in FlowX.AI Designer.
• Process Status view, accessible from Process instances list in FlowX.AI Designer.

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Exceptions data

When you click view button, a detailed exception will be displayed.

• Process Definition: The process where the exception was thrown.
• Source: The source of the exception (see the possible type of sources below).
• Message: A hint type of message to help you understand what’s wrong with your process.
• Type: Exception type.
• Cause Type: Cause type (or the name of the node if it is the case).
• Process Instance UUID: Process instance unique identifier (UUID).
• Token UUID: The token unique identifier.
• Timestamp: The default format is - yyyy-MM-dd'T'HH:mm:ss.SSSZ.
• Details: Stack trace (a stack trace is a list of the method calls that the process was in the middle of when an Exception was thrown).

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Possible sources

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Exceptions type

Based on the exception type, there are multiple causes that could make a process fail. Here are some examples:

Type	Cause
Business Rule Evaluation	When executing action rules fails for any reason.
Condition Evaluation	When executing action conditions.
Engine	When the connection with the database fails when the connection with Redis fails
Definition	Misconfigurations: process def name, subprocess parent process id value, start node condition missing.
Node	When an outgoing node can’t be found (missing sequence etc).
Gateway Evaluation	When the token can’t pass a gateway for any reason, possible causes: Missing sequence/node Failed node rule
Subprocess	Exceptions will be saved for them just like for any other process, parent process ID will also be saved (we can use this to link them when displaying exceptions).