Process definition

Once a process is defined and set as published on the platform, it can be executed, monitored, and optimized. When a business process is started, a new instance of the definition is created.

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History

In the History tab, you will find a record of all the modifications and events that have occurred in the process.

• Versions - provides information on who edited the process, when it was modified, and the version number and status
• Audit log - provides a detailed record of events and changes

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Versions

In the Versions tab you will find the following details:

• Last edited on - the last time when the process was modified

• Last edited by - the last person who modified a process

• Version - version number

• Status - can be either Published or Draft

• View process - clicking on the eye icon will redirect you to the process definition

More details available in the following section:

Versioning

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Audit log

In the Audit log tab you will find the following items:

• Timestamp
• User
• Subject
• Event
• Subject Identifier
• Version
• Status

Audit

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Data model

In the Data Model, you can add new key-pair values, which enables you to use shortcuts when adding new keys using the UI Designer, without having to switch back and forth between menus.

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Attributes type

The Data Model supports the following attribute types:

• STRING
• NUMBER
• BOOLEAN
• OBJECT
• ARRAY
  • ARRAY OF STRINGS
  • ARRAY OF NUMBERS
  • ARRAY OF BOOLEANS
  • ARRAY OF OBJECTS
  • ARRAY OF ENUMS
• ENUM

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Data model reference

You can use data model reference feature to view attribute usage within the data model. You can now easily see where a specific attribute is being used by accessing the “View References” feature. This feature provides a list of process keys associated with each attribute and displays possible references, such as UI Elements.

For UI Elements, the references include the element label, node name, and UI Element key. Additionally, the context of the reference is provided, showing the node name and the UI element type along with its label. Users can conveniently navigate to the context by clicking the provided link to the node’s UI page.

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Sensitive data

To protect your data and your customer’s data, you can hide data that could be visible in the process details or in the browser’s console. You can now also secret data for a specific key.

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Reporting

The Use in Reporting tag is used for keys that will be used further in the reporting plugin.

Reporting

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Generating data model

A data model can be generated using data values from a process instance. This can be done by either merging the data model with an existing one or replacing it entirely.

To generate a data model, follow these steps:

1. Open FlowX.AI Designer.
2. Go to the Definitions tab and select the desired process definition.
3. Select the Data Model tab and then click Generate data model button.
4. Add the process instance of the process from which you want to generate the data model.
5. Choose whether to replace the existing data model or merge it with the new one.
6. Click the Load Data button to display the data model body.
7. Finally, click Save button to save the generated data model.

By generating a data model, you can ensure that your data is structured and organized in a way that is appropriate for your business needs. It can also help you to identify any inconsistencies or errors in the data, allowing you to correct them before they cause problems down the line.

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Swimlanes

Swimlanes offer a useful method of organizing process nodes based on process participants. By utilizing swimlanes, you can establish controlled access to specific process nodes for particular user roles.

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Adding new swimlanes

To add new swimlanes, please follow these steps:

1. Access the FlowX.AI Designer.
2. Open an existing process definition or create a new one.
3. Identify the default swimlane and select it to display the contextual menu.

4. Choose the desired location for the new swimlane, either below or above the default swimlane.
5. Locate and click the add swimlane icon to create the new swimlane.

For more details about access management, check the following sections:

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Settings

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Process Name

• Process definition name: Edit the process definition name.

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General

In the General settings, you can edit the process definition name, include the process in reporting, set general data, and configure expiry time expression using Cron Expressions and ISO 8601 formatting.

• Available Platforms (Single Choice): This enable configuration (Navigation Areas, UI Designer, Misconfigurations) only for the specific platform selected:

  • Web Only: If the navigation areas are defined exclusively for the Web, the process should remain set to Web. This is because it is optimized solely for web usage and would not provide the same level of functionality or user experience on mobile devices
  • Mobile Only: If the navigation areas are defined only for Mobile, the process should be set to Mobile. This ensures that the process leverages mobile-specific features and design considerations, providing an optimal experience on mobile devices.
  • Omnichannel: If the existing process has navigation areas defined for both Web and Mobile platforms, it should be set to Omnichannel. This ensures that users have a consistent experience regardless of the platform they are using.

• Use process in reporting: When enabled, this setting includes the process in reporting.
• Use process in task management: Enabling this option creates tasks that are displayed in the Task Manager plugin. For more details, refer to the Task Management section.
• General data: Refers to customizable data that can be both set and received in a response context.
• Expiry time: A user can set up an expiryTime expression on a process definition to specify an expiry date.

Example	Expression	Explanation
Daily Expiry at Midnight	0 0 0 * * ?	Sets the process to expire at 00:00 (midnight) every day. The ? is used in the day-of-week field to ignore its value.
Hourly Expiry on Weekdays	0 0 9-17 * * MON-FRI	Sets the process to expire at the start of each hour between 9 AM and 5 PM on weekdays (Monday to Friday).
Expiry After a Duration	PT3M22S	Sets the process to expire after a duration of 3 minutes and 22 seconds from the start, using ISO 8601 format.

For more information about Cron Expressions and ISO 8601 formatting, check the following section:

Timer Expressions

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Permissions

After defining roles in the identity provider solution, they will be available to be used in the process definition settings panel for configuring swimlane access.

When you create a new swimlane, it comes with two default permissions assigned based on a specific role: execute and self-assign. Other permissions can be added manually, depending on the needs of the user.

Configuring access rights for processes

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Task Management

The Task Management plugin offers a business-oriented view of the process you defined in the Designer and allows for interactions at the assignment level. It also includes a generic parameter pointing to the application URL where the FlowX.AI process is loaded and uses process keys to search data stored in the process.