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FlowX.AI Designer

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Overview

Let’s go through the main options available in the FlowX Designer:
A project is a comprehensive workspace that groups all resources, dependencies, and configurations needed to implement a specific use case. It enables centralized resource management, version control, and build deployment across different environments, allowing teams to organize processes, integrations, media, and other assets in a modular and reusable manner.
A library is a specialized project type designed to store and share reusable resources like processes, enumerations, and media assets across multiple projects. Libraries enable centralized resource management, version-controlled dependency management, and modular development by allowing projects to reference specific builds of shared resources.

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Process Definitions

  • create, view, run and edit processes
  • view versioning history

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Active Process

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Enumerations

  • nomenclature containing static value definitions
  • used to manage a list of values that can be used as content in UI components or templates

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Substitution tags

  • used to generate dynamic content across the platform
  • list of values used for localization

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Languages

  • enumeration values can be defined for a specific language

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Source systems

  • used for multiple source systems, if multiple enumerations values are needed to communicate with other systems
Example here

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Media Library

  • serves as a centralized hub for managing and organizing various types of media files, including images, GIFs, and more

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Font files

  • Font management allows you to upload and manage multiple font files, which can be later utilized when configuring UI templates using the UI Designer

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Themes

  • The Theme Management feature allows for the personalization of application appearance through easy management and customization of themes.

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Task Management

  • it is a plugin suitable for back-officers and supervisors as it can be used to easily track and assign activities/tasks inside a company
  • for more information, check the Task Management section

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Notification templates

  • send various types of notifications: SMS, push notifications to mobile devices, emails
  • forward custom notifications to external outgoing services
  • generate and validate OTP passwords for user identity verification
  • for more information, check the Notification templates plugin section

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Document templates

  • store and make changes to documents
  • generate documents based on predefined templates (docx or HTML) and custom process related data
  • convert documents between various formats
  • splitting bulk documents into smaller separate documents
  • editing documents to add generated barcodes/signatures and pictures
  • for more information, check the Document templates plugin section

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Configuration parameters

  • you can add configuration parameters by defining key-value pairs
  • they are used for values that might change from one environment to another
  • for example, an URL that has different values from a development environment to a production environment

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Access management

  • Access Management is used to administrate users, roles and groups
  • Access Management is accessing keycloak through an API call, extracting all the necessary details
  • it is based on user roles that need to be configured in the identity management solution

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Integration management

  • Integration management helps you configure integrations between the following components: FlowX Process engine, plugins, or different adapters
  • Integration management enables you to keep track of each integration and its correspondent component and different scenarios used: creating an OTP, document generation, notifications, etc
  • you can check the platform’s health by using the Platform Status feature
  • you can also check the installed versions against the suggested versions for each FlowX component
With the FlowX.AI Designer, you can:
  • Create and manage projects and libraries with centralized resource management
  • Design processes using BPMN 2.0 standards
  • Configure user interfaces for both generated and custom screens
  • Define business rules using DMN, MVEL, or other scripting languages
  • Create visual integration connectors
  • Build data models for your projects
  • Extend functionality through plugins
  • Manage user access and roles
  • Generate document templates
  • Create and manage notification templates
  • Configure task management workflows
  • Set up environment-specific configuration parameters
  • Track and manage system integrations
Depending on your access rights, some tabs might not be visible. For more information, check Configuring access rights for Admin section.

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Managing process definitions

A process definition is uniquely identified by its name and version number. Process Definitions

Process definition

Managing a process flow

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Viewing active process instances

The complete list of active process instances is visible from the FLOWX Designer. They can be filtered by process definition names and searched by their unique ID. You can also view the current process instance status and data. Active process

Process instance

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Managing CMS

Using the content management feature you can perform multiple actions that enable manipulation of the content and simplification of it. You need first to deploy the CMS service in your infrastructure, so you can start defining and using the custom content types described in the Content Management tab above. Content Management

Headless CMS

CMS Setup Guide

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Managing tasks

The Task Manager plugin has the scope to show a process that you defined in Designer, offering a more business-oriented view. It also offers interactions at the assignment level. Task Management

Task Management

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Managing notification templates

The notification templates plugin can be viewed, edited, and activated/inactivated from the FlowX Designer.

Notifications

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Managing document templates

One of the main features of the documents plugin is the ability to generate new documents based on custom templates and prefilled with data related to the current process instance. Document templates plugin

Documents plugin

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Managing generic parameters

Through the FLOWX Designer, you can edit generic parameters, and import or export them. You can set generic parameters and assign the environment where they should apply. Generic Parameters
The maximum length of an input value is 255 characters.

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Managing users access

Access Management is used to administrate users, roles and groups, directly in FLOWX Designer. Access Management helps you to access the identity management solution (keycloak/RH-SSO) through its API, extracting all the necessary details. Access Management is based on user roles that need to be configured in the identity management solution. Access Management

Configuring access rights for admin

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Managing integrations

Integration management enables you to keep track of each integration and its correspondent component and different scenarios used: creating an OTP, document generation, notifications, etc.

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Checking platform status

You can quickly check the health status of all the FlowX services and all of your custom connectors. Platform Status Check the next section to learn how to create and manage a process from scratch:

Managing a process flow

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