The first step in building applications with FlowX.AI is creating a project. Projects serve as organized workspaces containing all the resources needed for your business solutions, including process definitions, UI components, and integrations.

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What is a project?

A project in FlowX.AI is an organized workspace that groups all the resources required to implement a business solution. It’s not just a collection of processes - it’s a comprehensive container that manages the entire lifecycle of your application.

A project in FlowX.AI is an organized workspace that groups all the resources required to implement a business solution. It’s not just a collection of processes - it’s a comprehensive container that manages the entire lifecycle of your application.

Centralized Management

Manage all resources, processes, and dependencies in one place, reducing context-switching

Version Control

Track changes with robust versioning for processes, resources, and configurations

Multi-Environment Deployment

Deploy consistent builds across development, QA, and production environments

Resource Organization

Ensure clarity with structured resources and reduce configuration errors

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Project lifecycle

In FlowX.AI, a project follows a well-defined lifecycle from creation to deployment:

1

Create Project

Define basic project properties and settings

2

Configure Resources

Add and configure all necessary components

3

Create Version

Capture project state at significant milestones

4

Build Package

Create immutable deployment package from a version

5

Deploy

Release to development, QA, or production environments

This documentation covers the first two steps of creating and configuring a new project.

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Creating a project

1

Access the Projects Section

Log in to FlowX.AI Designer and navigate to the Projects section from the main navigation.

You’ll need appropriate permissions to create new projects. If you don’t see the Projects section, contact your FlowX administrator.

2

Initiate Project Creation

Click the + New Project button to open the project creation dialog.

3

Define Project Properties

Configure the basic properties for your project:

  • Project Name: Enter a descriptive name that clearly identifies your business solution
  • Platform Type: Select the platform you want to use for your project:
    • Omnichannel
    • Web only
    • Mobile only
4

Configure Project Settings

Set up additional parameters that define how your project will function:

  • Default Theme: Choose a theme to apply a consistent look and feel
  • Number Formatting:
    • Min/Max Decimals: Configure how numbers are displayed
    • Date Format: Choose short or long date formats
    • Currency Format: Set display as ISO code (USD) or symbol ($)
  • Languages:
    • Set a default language (e.g., English)
    • Add additional languages for localization support

Project language settings serve two important purposes:

  • They fill the default state for preview in the UI Designer
  • They enable you to create translatable values in enumerations and substitution tags

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Configuring project resources

After creating your project, you’ll need to configure various resources before you can build and deploy your application. These resources form the foundation of your solution.

1

Configure Project Resources

Your project includes these key resource sections:

Processes

Define business processes and subprocesses that orchestrate your application workflows

UI Designer

Create application interfaces, components, and screen layouts for your processes

Content Management

Configure enumerations, substitution tags, and media for consistent content delivery

Task Management

Set up views, stages, and allocation rules for workflow orchestration

Integrations

Connect to external systems with API endpoints and workflow configurations

Dependencies

Add libraries containing reusable resources shared across projects

Resources

Manage media files, fonts, themes, and other assets used across your application

Configuration

Define environment-specific parameters for deployment flexibility

Resource Inventory: Your project can include the following components:

Process Resources:

  • Process definitions with BPMN diagrams
  • Action configurations and task settings
  • Subprocess definitions and connections

UI Resources:

  • Screen layouts and component configurations
  • Form definitions and validation rules
  • Navigation flows and interaction patterns

Content Resources:

  • Enumerations for dropdown menus and selections
  • Substitution tags for dynamic content
  • Media assets (images, videos, documents)

Integration Resources:

  • API endpoint configurations
  • Data mappings and transformations
  • Workflow definitions for system interactions

Supporting Resources:

  • Themes and styling assets
  • Configuration parameters for environments
  • Library dependencies for shared functionality

Configuration Best Practices:

  • Begin with process definitions before configuring supporting resources
  • Use clear, consistent naming conventions across all resources
  • Configure reusable components in libraries when they’ll be used in multiple projects
  • Test individual components before integrating them into the complete workflow
  • Set up environment variables for settings that differ between environments
  • Create versions after completing significant resource configurations
2

Create Process Definitions

Process definitions are the core of your application, defining the user journey and business logic:

  • Navigate to the Processes section
  • Click + New Process to create a new process
  • Use the BPMN editor to design your process flow
  • Configure actions, forms, and integration points

Learn more about Process Definitions

3

Design User Interfaces

Create the screens and components users will interact with:

  • Navigate to the UI Designer section
  • Create screens for each user-facing step in your processes
  • Configure forms, buttons, and other interactive elements
  • Design responsive layouts for different device types
4

Configure Integrations

Set up connections to external systems and services:

  • Define API endpoints for backend integrations
  • Configure authentication and security settings
  • Create workflows for complex integration scenarios
  • Test connections to ensure proper data exchange
5

Set Configuration Parameters

Define environment-specific variables:

  • Add parameters that will differ between environments
  • Set default values for development
  • Mask sensitive information like passwords and API keys
  • Organize parameters by functional area

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Project lifecycle management

After configuring your project resources, you’ll need to prepare it for deployment through versioning and building:

1

Create Project Version

When your project configuration reaches a milestone:

  • Create a version to capture the current state
  • You can create multiple versions and commit them before creating a build
  • Versions can be modified until they are committed
  • Committed versions are locked and cannot be changed
2

Create Build

To deploy your project to an environment:

  • Create a build from any committed version

  • Builds are immutable and serve as deployable packages

  • Each build contains exactly one version of a project

  • Once a build is created, its contents (processes, enumerations, substitution tags, integrations) cannot be edited - you’ll need to create a new project version for changes

3

Deploy Build

Deploy your build to the target environment:

  • Development for testing
  • QA for validation
  • Production for end-users

Configuration parameters set for specific environments will be applied during deployment.

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Best practices

Projects contain all your process definitions and resources. Use clear naming conventions and proper documentation to maintain organization as your project grows.

  • Project Naming: Use clear, descriptive names that reflect business purpose
  • Project Scope: Keep projects focused on specific business domains
  • Documentation: Add comprehensive descriptions to your project and components
  • Version Control: Make effective use of the built-in versioning capabilities
  • Configuration Management: Use environment variables for deployment-specific settings
  • Dependency Management: Carefully manage library dependencies to avoid conflicts
  • Testing: Validate changes in development before promoting to production

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Next steps

After creating your project, you can proceed to:

Create Process Definition

Define your first business process within the project

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Frequently asked questions