> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Resources

> Overview of Global and project resources, including their usage, dependencies, promotion, and configuration within the platform.

## Overview

Resources are categorized into **Global Resources** and **Project Resources**. Each type has unique characteristics that define its usage, dependencies, and promotion between environments. Understanding these distinctions ensures efficient project development, management, and deployment.

***

## Global resources

Global Resources are designed for **reuse across multiple projects** or business contexts.

<Info>
  These resources are often organized within **libraries**, enabling consistency and efficiency by providing a central repository of shared components.
</Info>

### Key characteristics

* **Reusable**: Common design elements, themes, fonts, and other assets can be used in multiple projects.
* **Independent**: Global Resources exist outside individual projects, making them adaptable across different business cases.
* **No Dependencies**: These resources are not project-specific, making them versatile for broad use cases. Projects can reference libraries without requiring modifications to the core resources.

### Examples

#### Design assets

* **Themes**: Standardized themes for consistent styling.
* **Global Media Library**: Shared images, icons, and other assets.
* **Fonts**: Reusable font families to maintain branding.

#### Plugins

* **Languages**: Language packs or configurations that support multilingual capabilities across projects.
* **Templates**: Notification and document templates managed at a global level.
* **Out-of-Office Settings**: Platform-wide absence management settings.

#### General settings

* **Users**: User accounts and profiles that can be accessed across multiple projects.
* **Roles**: Defined roles that determine user permissions and access levels.
* **Groups**: User groupings that facilitate collective management and permissions.
* **Audit Log**: Logs that track changes and activities within the platform for security and compliance purposes.

#### Libraries

Organized resource containers including **enumerations**, **substitution tags**, and **CMS components** for multi-project use.

### Promotion workflow

* **Library Promotion**: Global Resources within libraries are promoted separately from projects. They are typically **imported into the Designer UI** in target environments as part of their own libraries.
* **Configuration Management**: When libraries are promoted, existing configurations, such as **generic parameters**, are replaced by project-level configurations in the target environment.

***

## Project resources

Project Resources are specific to a **business use case**. Unlike Global Resources, they belong to a single project, allowing for custom configurations and dependencies on libraries.

### Key characteristics

* **Project-Specific**: Tailored to a single project’s needs.
* **Library Dependencies**: Can reference and extend Global Resources.
* **Configurable**: Parameters can be updated in upper environments through environment variables or overrides.

### Examples

1. **Processes**: BPMN workflows customized for the project’s business logic.
2. **CMS Components**: Project-specific enumerations, substitution tags, and media items.
3. **Task Management**:
   * **Views**: Configurable interfaces to display task-related data based on process definitions.
   * **Stages**: Stages that allow task progression through different statuses.
   * **Allocation rules**: Define how tasks are assigned to users or teams.
4. **Integration Designer**:
   * **Systems**: A system is a collection of resources—endpoints, authentication, and variables—used to define and run integration workflows.
   * **Workflows**: A workflow defines a series of tasks and processes to automate system integrations. Within the Integration Designer, workflows can be configured using different components to ensure efficient data exchange and process orchestration.
5. **Configuration Parameters**: Project-specific rendering settings like `applicationUuid`, `locale`, `language`, and `process parameters`.
6. **Project Builds**: Builds represent finalized versions of the project, including all associated metadata and linked library versions.
7. **Project Settings**: Configure various aspects of a project like platform type, default theme, formatting, etc.

### Promotion workflow

* **Build-Based Promotion**: Only **builds** (not commits) are promoted.
* **Design Asset Handling**: Referenced assets are created if missing but are not updated during import.
* **Configuration Parameters Overrides**: Environment variables replace default values in upper environments.

***

## Resources usage tracking

Track where resources are used to prevent unintended changes and ensure stability.

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  ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/2025-02-24%2011.47.16.gif)
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  ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-24%20at%2011.42.52.png)
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The **Resource Usage Tracking** feature provides real-time visibility into where and how resources are being used, preventing unintended changes and ensuring system stability.

**Key features**

* **View Dependencies** before making updates or deletions.
* **Understand Resource Interactions** across projects.
* **Prevent Issues** when modifying critical elements.

Each resource type includes a **Usage Overview modal**, which updates dynamically as references change.

### Process usage

1. **Access Usage Overview**
   * Click the **Usage Overview icon** in the **Process List**.
2. **Usage Modal Details**
   * Displays references by resource type (e.g., Process, UI Template, Workflow).
   * Provides detailed context, including node configurations.

#### Deleting a process with references

* A **confirmation modal** warns users before deletion.
* The modal lists all affected references.

### Enumeration usage

1. **Access Usage Overview**
   * Click the **Usage Overview icon** in the **Enumeration List**.
2. **Usage Modal Details**
   * Shows where the enumeration is referenced (e.g., UI Designer, Data Model, Workflow)

### Media library usage

1. **Access Usage Overview**
   * Click the **Usage Overview icon** in the **Media Library List**.
2. **Usage Modal Details**
   * Displays where media files are used (e.g., UI Template, Process).

***

### Managing dependencies & tracking changes

* **Dynamic Updates**: Reference lists update automatically as resources change.
* **Dependency Checks**: Users see affected resources before deletion.
* **Bidirectional Tracking**: The **Usage Overview modal** also shows resources referenced **inside** a process.

## Copying resources

Use the **Copy to Another Project** feature to transfer resources while maintaining dependencies.

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  <video controls className="w-full aspect-video" src="https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/copy_resources.mp4" />
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<Steps>
  <Step title="Select a resource from the list">
    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.23.08.png)
    </Frame>
  </Step>

  <Step title="Choose a Destination Project or Library">
    Choose the target project or library.

    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.28.04.png)
    </Frame>
  </Step>

  <Step title="Pick a branch (if applicable)">
    Select the target branch.

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      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.29.50.png)
    </Frame>
  </Step>

  <Step title="Review Dependencies before copying">
    The system displays referenced resources and validates dependencies.

    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.47.22.png)
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    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.48.53.png)
    </Frame>
  </Step>

  <Step title="Include Substitution Tags (optional)">
    If necessary, copy all substitution tags from a project to the target project. Existing substitution tags in the target project with the same key will not be overwritten.

    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.52.45.png)
    </Frame>
  </Step>

  <Step title="Resolve Identifier Conflicts">
    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2011.54.07.png)
    </Frame>

    If an identifier already exists in the destination, you'll be prompted to either:

    * **Keep Both**: Create a duplicate.
    * **Replace**: Overwrite existing resource.
    * **Use Destination**: Keep existing resource without copying.
  </Step>
</Steps>

<Tip>
  **Handling conflicts:** The system automatically detects duplicate identifiers and provides a clear choice to avoid unintended overwrites.
</Tip>

### Supported resource types

The copy feature is available for the following resources:

* **Process definitions** (including referenced resources)
* **Systems**
* **Workflows**
* **Enumerations** (including child enumerations)
* **Media Library items**
* **Notification** and **Document** templates

## Duplicating resources

The **Duplicate Resource** feature allows users to quickly copy resources within the same project or library.

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  <video controls className="w-full aspect-video" src="https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/duplicate_resources.mp4" />
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### Supported resource types

* **Processes**
* **Enumerations**
* **Media files (including Global media library files)**
* **Notification templates**
* **Document templates**
* **Views**

### Steps

<Steps>
  <Step title="Open the Three-Dot Menu next to the resources">
    Duplicate options are available from each resource’s three-dot menu (table row & secondary navigation).

    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2014.13.45.png)
    </Frame>
  </Step>

  <Step title="Select Duplicate">
    When selected, a **"Duplicate" modal** opens with a prefilled name: *Copy of \[Resource Name]* (which can be edited).

    <Frame>
      ![](https://s3.eu-west-1.amazonaws.com/docx.flowx.ai/4.6/Screenshot%202025-02-26%20at%2014.18.31.png)
    </Frame>
  </Step>
</Steps>
