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Key considerations

  • The “Start New Project Instance” action cannot be configured as a subaction. It must always be a standalone action.
  • This action is exclusively triggered manually; automated execution is not supported.
You can launch a new project instance, which will always use the active version of the target application’s build at the time of execution.

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Common use cases

This action is particularly useful when multiple use cases are managed separately and require isolation between applications. For example:
  1. Customer Profile Management:
    • Onboarding a power of attorney.
    • Submitting a mortgage request.
    • Enrolling in a credit card program. Each of these processes may be managed by different teams and applications, emphasizing the need for separation and flexibility.
  2. Cross-Application Workflow Initiation: A process in one application might require triggering a process in another application with specific parameters. For instance:
    • Initiating an “Onboarding” process (version 2) for a customer directly from the main application.

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Configuring the action

The Start New Project Instance action is configured via the FlowX.AI Designer. To set it up, navigate to the Actions tab at the task node level.

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Configuration options

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Action settings

  • Name: Used internally to distinguish actions on nodes. It’s recommended to define a naming standard for easier identification.
  • Order: If multiple actions exist on the same node, specify the order in which they run.
  • Timer Expression: Adds a delay to the action if needed. Use the ISO 8601 duration format (e.g., PT30S for a 30-second delay).
  • Action Type: Must be set to Start New Project Instance.
  • Trigger Type: Always set to Manual.
  • Required Type:
    • Mandatory: Required for automatic actions.
    • Optional or Mandatory: Can be used for manual actions.
  • Repeatable: Check this box if the action can be triggered multiple times.
  • Autorun Children: Automatically runs child actions (mandatory and automatic) immediately after the parent action completes.
  • Allow Back on This Action: Enables users to move back in the process flow and redo previous actions. For details, see Moving a Token Backwards in a Process.
The “Start New Project Instance” action is incompatible with subprocess configurations because projects, unlike libraries, are self-contained collections of resources designed to satisfy specific use cases. Libraries provide reusable, lightweight resources and routines, such as error handling or enumerations, and do not manage complex business logic.

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Parameters

The following parameters must be configured for the action:
  • Project: Specifies the target project to be initiated.
  • Process: Selects the process from the list of processes available in all builds.
  • Start with Parameters: Defines the parameters passed to the new process. These parameters can include:
    • Customer Name: Useful for initiating flows tailored to a specific customer.
    • Copied Data: Information from the current process that is required to start the target application’s process.

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Key benefits

  • Isolated Process Management: Supports launching new, isolated processes in separate applications, ensuring flexibility and independence across teams and environments.
  • Active Version Execution: Ensures that the project instance uses the active build version at the time of initiation, providing consistency in functionality.
  • Parameter Passing: Enables seamless data transfer between the initiating and target processes, improving operational efficiency.