- Reusability
- Persistence
- Rendering Improvements & UI/UX Enhancements
- AI Platform
- Info
Build once, use everywhere. These features transform how you develop and maintain applications by eliminating duplication and enabling sophisticated modular architectures.🔄 Project Data Model (PDM) - Define reusable data types at the project level to ensure consistency across processes
🔄 Library-to-Library Dependencies - Create complex dependency trees with multiple levels of library-to-library relationships
🔄 Data Mappers - Visual drag-and-drop data mapping with reusable parameter definitions
🔄 Reusable Resources - Create and manage UI Templates and Business Functions across multiple processes
🔄 Files in Integration Designer - Enhanced file management and reusability in integration workflows
🔄 Resources Overrides - Localization and customization of core applications across multiple regions with centralized management
🔄 Active Policy Overrides - User-specific and role-specific deployment policies for independent testing and controlled rollouts
The new Project Data Model feature enables you to define and manage data types at the project level, which can then be reused across all processes within your project.
FlowX.AI 5.1.0 introduces the ability for libraries to depend on other libraries, enabling hierarchical dependency structures and more sophisticated modular architectures.
In this example, both Integrations Library and Subprocesses Library depend on other libraries, creating a multi-level hierarchy that the Mortgage Project can leverage.
FlowX.AI 5.1.0 introduces Reusable Resources, a new section that eliminates repetitive development work by enabling you to create and manage both UI Templates and Business Functions that can be used across multiple processes and projects.
FlowX.AI 5.1.0 introduces comprehensive file handling capabilities in Integration Designer, resolving previous limitations where sending or receiving documents, photos, or any files via Integration Designer was not supported. This powerful enhancement enables seamless file exchange with external systems through automated workflows.
Resources Overrides enable localization and customization of core business applications across multiple regions while maintaining centralized updates from headquarters. This powerful feature allows organizations to adapt specific business logic, compliance requirements, or local regulations without losing connection to the master application.
Active Policy Overrides enable user-specific and role-specific deployment policies that allow independent testing of different builds or branches without affecting the global policy. This powerful feature provides granular control over which project versions different users access in runtime environments.
🔄 Library-to-Library Dependencies - Create complex dependency trees with multiple levels of library-to-library relationships
🔄 Data Mappers - Visual drag-and-drop data mapping with reusable parameter definitions
🔄 Reusable Resources - Create and manage UI Templates and Business Functions across multiple processes
🔄 Files in Integration Designer - Enhanced file management and reusability in integration workflows
🔄 Resources Overrides - Localization and customization of core applications across multiple regions with centralized management
🔄 Active Policy Overrides - User-specific and role-specific deployment policies for independent testing and controlled rollouts
Project Data Model (PDM)
Project Data Model (PDM)
- PDM Overview
- PDM Key Features
- PDM Benefits
- Example
Centralized Management
Define data types once at the project level and reuse them across multiple processes
Automatic Propagation
Changes to PDM data types automatically propagate to all referencing processes
Enhanced Governance
Configure sensitive data and reporting settings at the project level
Library Integration
Use data types from libraries in your Project Data Model
Reduce duplicate work
Define common data types like Customer, Product, or Document once instead of recreating them in each process
Standardize data structures
Enforce consistent naming, structure, and governance across your application
Learn more about Project Data ModelNew Feature
Library-to-Library Dependencies
Library-to-Library Dependencies
- Lib2Lib Dependencies Overview
- Lib2Lib Dependencies Key Features
- Lib2Lib Dependencies Benefits
- Example Structure
Hierarchical Structure
Create complex dependency trees with multiple levels of library-to-library relationships
Resource Inheritance
Projects automatically gain access to resources from the entire dependency hierarchy
Version Control
Single-version constraint ensures consistency across the dependency tree
Conflict Prevention
Built-in validation prevents circular dependencies and version conflicts
Enhanced Modularity
Break down complex functionality into smaller, focused libraries that can depend on each other
Team-based Development
Enable different teams to own and maintain specific libraries while building on shared foundations
Specialized Libraries
Create country-specific or domain-specific libraries that extend common base libraries
Sample dependency hierarchy
Sample dependency hierarchy
Mortgage Project
├── Enums Library (1.6.0)
├── Integrations Library (2.5.0)
│ ├── Commons Library (1.1.0)
│ └── Enums Library (1.6.0) # Transitive dependency
└── Subprocesses Library (1.3.0)
└── Enums Library (1.6.0) # Transitive dependency
Learn more about Library DependenciesMajor Enhancement
Data Mappers
Data Mappers
- Data Mappers Overview
- Data Mappers Key Features
- Data Mappers Benefits
- Data Mappers Use Cases
Data Mappers enable users to visually map data transfers between components with intuitive drag-and-drop functionality while maintaining full backward compatibility with existing implementations.
Visual Data Mapping
Drag-and-drop interface for mapping data between source and destination components
Component Integration
Seamlessly connect processes, subprocesses, workflows, and business rules
Parameter Management
Define input/output parameters with predefined and flexible parameter types
Backward Compatibility
Choose between new Data Mapper or existing implementation methods
Simplified Integration
Visual interface eliminates complex configuration syntax and reduces integration errors
Call Activity Mapping
Map data between parent processes and subprocesses (sync/async)
Integration Workflows
Connect processes with Integration Designer workflows
Business Rules
Pass data to and from business rule executions
Node-to-Node Data Flow
Map data between workflow nodes (REST endpoints, data persistence)
Learn more about Data MappersNew Feature
Reusable Resources
Reusable Resources
- Reusable Resources Overview
- Reusable Functions
- Reusable UI Templates
- Key Problems Solved
- Real-World Examples
Business Logic Reuse
Create JavaScript or Python functions once and use them across multiple processes via Business Rule actions
Data Model Integration
Define input/output parameters with full project data model integration and testing capabilities
Interactive Testing
Test functions with sample data in real-time before deployment to ensure accuracy
Automatic Propagation
Changes to functions automatically update all instances across your application
UI Component Reuse
Design UI components once and instantiate them across multiple User Tasks with automatic data binding
Centralized Management
Manage all templates from the new Reusable Resources section alongside Reusable Functions
Omnichannel Support
Templates work seamlessly across different platforms and channels
Flexible UI Actions
Define UI actions within templates with two scenarios: template-defined actions or form-centric data handling
Eliminate repetitive development
Stop recreating the same business logic and UI patterns across different processes - build once, use everywhere
End manual component updates
Update functions and templates in one place to automatically affect all instances across your application
Centralized template management
Replace scattered, inconsistent UI patterns with centrally managed, reusable components
Reusable Functions Examples
Reusable Functions Examples
Customer Data Validation Function:
- Input: firstName, lastName, email, phone
- Logic: Format validation, duplicate checking, data standardization
- Output: validatedCustomer object with formatted data
- Usage: Customer onboarding, profile updates, registration processes across all channels
- Input: applicationData, customerProfile, financialHistory
- Logic: Complex credit scoring algorithms, risk categorization, recommendation engine
- Output: riskScore, riskCategory, approvalRecommendation, requiredDocuments
- Usage: Loan applications, credit cards, mortgage processes, business lending
- Input: documentFile, documentType, customerID
- Logic: OCR processing, data extraction, compliance validation
- Output: extractedData, validationStatus, complianceFlags
- Usage: KYC processes, claims processing, application reviews
Reusable UI Templates Examples
Reusable UI Templates Examples
Personal Details Card Template:
- Root Component: Card with professional styling
- Contains: Name, email, phone, address input fields with validation
- UI Actions: Save data, clear form, auto-populate from existing data
- Usage: Customer registration, profile updates, employee onboarding, contractor management
- Root Component: Container with drag-and-drop functionality
- Contains: File upload area, progress indicators, document list, preview capabilities
- UI Actions: Upload documents, delete files, download copies, validate formats
- Usage: Loan applications, compliance documentation, claims submissions, HR processes
- Root Component: Card with data visualization
- Contains: Balance displays, transaction history, chart components, action buttons
- UI Actions: Refresh data, export reports, drill-down details
- Usage: Account overviews, investment portfolios, expense tracking, budget management
Files in Integration Designer
Files in Integration Designer
- Files Overview
- Core File Scenarios
- Enhanced Capabilities
- Real-World Use Cases
File Downloads
Process calls external API (GET/POST) and receives files in response. Integration Designer saves files to specified location and returns paths to workflow
File Uploads
Process sends files stored in Document Plugin or S3 Bucket to external API via POST request. Workflow transmits file path for seamless transfer
Document Plugin Integration
Seamless integration with FlowX.AI Document Plugin for process-specific file management and organization
S3 Storage Support
Custom S3 bucket storage for files not tied to specific process instances or when Document Plugin is unavailable
Automated File Exchange
Enable seamless file transfer with external systems without manual handling or complex custom integrations
Flexible Storage Options
Choose between Document Plugin for process-specific files or S3 Protocol for independent file operations
Workflow Integration
Files are automatically integrated into workflow processes with proper path management and metadata handling
Contract Generation Workflows
Contract Generation Workflows
Scenario: Generate personalized contracts using external document services
- Process Flow: Send customer data → External contract service → Receive generated PDF contract
- Integration: Customer information flows to document generation API, completed contracts return to process
- Storage: Generated contracts stored in Document Plugin for process tracking and audit trails
- Business Value: Automated contract creation with legal template compliance and version control
Document Processing & OCR
Document Processing & OCR
Scenario: Process uploaded documents through external AI/OCR services
- Process Flow: Upload document → AI processing service → Receive extracted data and processed files
- Integration: Documents sent to AI services for text extraction, classification, or compliance validation
- Storage: Processed documents and extracted data stored for business logic processing
- Business Value: Automated document processing with intelligent data extraction capabilities
Report Generation & Analytics
Report Generation & Analytics
Scenario: Generate business reports using external reporting services
- Process Flow: Send business data → Reporting service → Receive formatted reports (PDF, Excel)
- Integration: Business metrics and KPIs sent to specialized reporting engines
- Storage: Generated reports available for download and distribution workflows
- Business Value: Professional report generation with advanced formatting and visualization capabilities
CMS & Content Management
CMS & Content Management
Scenario: Integrate with content management systems for file organization
- Process Flow: Upload files → CMS integration → Organize and categorize content
- Integration: Files uploaded to external CMS platforms with metadata and categorization
- Storage: S3 Protocol ideal for CMS integrations with unassociated documents
- Business Value: Centralized content management with automated workflow integration
Learn more about Integration DesignerMajor Enhancement
Resources Overrides
Resources Overrides
- Resources Overrides Overview
- Key Features
- Business Benefits
- Supported Resource Types
- Real-World Applications
Localization Control
Customize processes, workflows, and enumerations for different countries or regions while maintaining core functionality
Centralized Management
Manage all resource overrides through the Dependencies page with comprehensive override tracking and configuration
Selective Overriding
Override only specific resources that need localization while inheriting all other updates from the main library
Export/Import Support
Automatically include override configurations in project exports and imports for seamless environment management
Accelerate Global Expansion
Deploy core applications to new regions quickly by overriding only country-specific elements instead of rebuilding from scratch
Maintain Compliance
Adapt business logic and data handling to meet local regulatory requirements while preserving global standards
Preserve Investment
Continue receiving updates and improvements from headquarters without losing local customizations
Process Overrides
Customize business process logic while maintaining input/output compatibility and core workflow structure
Workflow Overrides
Replace entire workflow implementations to adapt business rules for local requirements
Enumeration Overrides
Localize value lists, dropdown options, and classification systems for regional variations
Runtime Resolution
Overrides are resolved dynamically at runtime, ensuring the correct regional version is always used
Multi-National Banking
Multi-National Banking
Scenario: Global bank with country-specific loan approval processes
- Global Library: Common loan application workflow with standard validation steps
- Country Overrides: Local credit scoring algorithms, regulatory compliance checks, documentation requirements
- Business Value: Single platform maintenance with automated compliance for each country’s banking regulations
Insurance Operations
Insurance Operations
Scenario: Insurance company operating across different regulatory environments
- Global Library: Standard claims processing workflow and policy management
- Regional Overrides: Country-specific coverage types, claim validation rules, regulatory reporting
- Business Value: Consistent global operations with local market adaptation and compliance
Manufacturing & Supply Chain
Manufacturing & Supply Chain
Scenario: Manufacturing company with different operational requirements per region
- Global Library: Core production planning and inventory management processes
- Local Overrides: Regional supplier networks, compliance standards, environmental regulations
- Business Value: Standardized operations with flexibility for local business practices and regulations
Learn more about Resources OverridesMajor Enhancement
Active Policy Overrides
Active Policy Overrides
- Active Policy Overrides Overview
- Key Features
- Business Benefits
- Override Management
- Real-World Scenarios
User-Specific Policies
Create individual policy overrides for specific users to test different builds independently
Role-Based Overrides
Apply policy overrides to entire roles for team-based testing and deployment strategies
Priority-Based Resolution
Handle conflicts when multiple overrides apply using configurable priority systems
Real-Time Switching
Switch between different project versions instantly without deployment downtime
Independent Testing
Enable QA teams and developers to test different builds simultaneously without interfering with production users
Controlled Rollouts
Gradually deploy new features to specific user groups before full production release
Emergency Rollback
Quickly revert specific users to stable versions during incidents without affecting the entire system
Policy Types
Support for both “Latest on Branch” and specific “Build” policies with flexible branch and version selection
Search & Filter
Real-time search functionality to quickly locate specific user or role overrides
Activation Control
Enable or disable overrides without deletion for temporary testing scenarios
Conflict Resolution
Clear hierarchy: User overrides > Role overrides > Global policy with priority-based resolution
Development Team Testing
Development Team Testing
Scenario: Frontend team needs to test with latest UI changes while backend team tests API updates
- Override Setup: Create role-based overrides for “Frontend Developers” and “Backend Developers”
- Policy Configuration: Frontend role uses latest on
ui-redesignbranch, Backend role usesapi-v2branch - Business Value: Parallel development with isolated testing environments and no cross-team interference
Gradual Feature Rollout
Gradual Feature Rollout
Scenario: New premium features need testing with select customers before full release
- Override Setup: Create user-specific overrides for beta customers and internal stakeholders
- Policy Configuration: Beta users get latest build with premium features, others remain on stable version
- Business Value: Risk mitigation through controlled exposure and real-world testing feedback
Emergency Response
Emergency Response
Scenario: Critical bug discovered in production affecting specific user workflows
- Override Setup: Create high-priority role override for affected user groups
- Policy Configuration: Temporarily revert affected users to last stable build while others continue normally
- Business Value: Immediate incident response with minimal user impact and service continuity
Learn more about Active Policy OverridesMajor Enhancement
Advanced data management and storage capabilities that enable new architectural patterns and improved data governance.🔄 Workspaces (Multi-Tenant Architecture) - Logical separation of business contexts with shared infrastructure
🔄 FlowX.AI Database - New persistence layer that enables you to store and retrieve data across different processes and applications, without relying on external systems.
FlowX.AI 5.1.0 introduces Workspaces, enabling organizations to manage multiple business lines, verticals, or countries within a single FlowX.AI instance while maintaining complete data isolation.
FlowX.AI Database is a new persistence layer that enables you to store and retrieve data across different processes and applications, without relying on external systems.
FlowX.AI Database integrates directly into the existing Integration Designer as a new Data Source type alongside RESTful System, making it easy to create and manage database collections without learning new interfaces.
🔄 FlowX.AI Database - New persistence layer that enables you to store and retrieve data across different processes and applications, without relying on external systems.
Workspaces (Multi-Tenant Architecture)
Workspaces
- Workspaces Overview
- Workspaces Key Features
- Workspaces Benefits
- Workspaces Use Cases
Multi-Tenant Architecture
Logical separation of business contexts with shared infrastructure
Enhanced Access Control
Role-based access control (RBAC) and Access Control Lists (ACLs) with workspace-specific permissions
Data Isolation
Complete logical isolation between workspaces while enabling controlled resource sharing
User Groups & Roles
Simplified permission management through groups and workspace-specific roles
Accelerated Onboarding
Onboard new business verticals in days instead of weeks with shared platform capabilities
Enhanced Governance
Implement fine-grained access control with workspace-specific roles and permissions
Multi-National Operations
Separate workspaces for different countries/regions with shared global processes
Business Unit Separation
Independent workspaces for retail, corporate, and investment banking divisions
Regulatory Compliance
Isolate processes subject to different regulatory requirements
Team-Based Development
Enable different teams to work independently while sharing common resources
Learn more about WorkspacesPlatform Evolution
FlowX.AI Database
FlowX.AI Database
- FlowX.AI Database Overview
- FlowX.AI Database Key Features
- FlowX.AI Database Benefits
- UI Integration
Data Persistence
Store data that persists beyond process instances
MongoDB Operations
Find, insert, and manipulate data using familiar MongoDB operations
Workflow Integration
Seamlessly integrate with workflows through Data Source nodes
Document Collections
Organize your data in structured collections
Share data between processes
Enable communication and data sharing between different process instances
Reduce external dependencies
Store operational data within FlowX.AI instead of building custom connectors
Enable new use cases
Build dashboards, caching solutions, and other applications that require persistent data
Learn more about FlowX.AI DatabaseNew Feature
Enhanced user experience through improved components, better performance, and streamlined interface design.🎨 Rendering Improvements & UI/UX Enhancements - Enhanced grid components, navigation redesign, advanced form controls, and analytics capabilities
📋 Forms in Collections - Enhanced support for form elements within collection components, enabling complex data entry scenarios
🔄 Multi Select UI Component - Allows users to choose multiple options from a predefined list, expanding upon the existing single Select component to support multi-value scenarios.
The new Multi Select component allows users to choose multiple options from a predefined list, expanding upon the existing single Select component to support multi-value scenarios.
Configure Multi Select components with the same ease as other form elements. Set maximum selections, display formats, search options, and validation rules through the familiar UI Designer interface.
📋 Forms in Collections - Enhanced support for form elements within collection components, enabling complex data entry scenarios
🔄 Multi Select UI Component - Allows users to choose multiple options from a predefined list, expanding upon the existing single Select component to support multi-value scenarios.
Rendering Improvements & UI/UX Enhancements
Rendering Improvements & UI/UX Enhancements
FlowX.AI 5.1.0 delivers comprehensive UI/UX improvements that enhance the user experience across all platform components, from streamlined navigation to advanced form controls and better workflow handling.
Interface & Navigation Improvements
Enhanced Grid Component
Improved performance, responsiveness, and customization options for data display and form organization
Navigation Areas Redesign
Streamlined navigation experience in both UI Designer and Process Designer with improved interface organization
Multi Actions Support
Batch operations support for UI components, enabling simultaneous actions on multiple elements, multi select, multi copy/paste, multi drag and drop, multi delete
Permission-Based UI Editing
Granular control over UI element editing based on user permissions with partial editing capabilities, allow multiple executors on swimlane level
Enhanced Form Controls & Components
Input Type Code
Specialized input component for code entry
Formatting Options
Advanced formatting capabilities for Input and Slider components
Switch Variants
Enhanced switch component supporting both toggle and checkbox variants
Disabled Options on Selectors
Configure specific options as disabled while keeping them visible in dropdown lists
User Experience Enhancements
Custom Loader
Configurable loading indicators for improved user experience during data operations
Custom Expression Validators
Advanced validation logic using dynamic computed expressions that can reference other process data values. Write JavaScript expressions that return boolean values for cross-field validation scenarios
File Upload Button Type
Introduces a specialized button variant for file upload operations, supporting fill, ghost, and text types for flexible UI styling.
Copy Styles
Efficiently replicate styling across multiple UI components
Workflow & Analytics Improvements
Analytics Enhancements
Custom payload support for detailed user interaction tracking and business intelligence
Process End Handling
Improved user experience when processes complete or terminate
Template Management
Streamlined template organization by consolidating functionality in Reusable Resources
Forms in Collections
Forms in Collections
A powerful new feature that enables dynamic, repeatable forms within collection prototypes, eliminating the need for custom development when building forms with repeatable sections like co-debtors, comments, or any list of similar items.
Key Capabilities
No Custom Development
Drag Form components directly into Collection Prototypes - they automatically repeat for each item in your data array
Flexible Validation
Choose between individual item validation or bulk validation across all collection items
Two Saving Scenarios
Individual save (one item at a time) or bulk save (entire collection) with different validation behaviors
Common Use Cases Solved
Dynamic Forms
Build forms that show different elements based on conditions without custom development
Repeatable Sections
Create forms with sections like adding multiple co-debtors, comments, or family members
Multi Select UI Component
Multi Select UI Component
- Multi Select Overview
- Key Features
- Multi Select Use Cases
- Configuration
Multiple Selections
Users can select multiple options from dropdown lists, with values stored as arrays
Flexible Display Options
Show selections as chips, comma-separated lists, or custom formats
Selection Limits
Configure maximum number of selectable options to control user input
Search & Filter
Built-in search functionality to filter through large option lists
Key Configuration Options
Key Configuration Options
- Max. Options Selectable: Limit the number of selections
- Show selections: Choose how selected items are displayed
- Search for options: Enable filtering within large lists
- Has Clear: Allow users to clear all selections at once
- Validation rules: Min/max selections, required validations
Learn more about Multi SelectNew Component
New AI capabilities in Integration Designer for processing text, documents, images, and data using AI-powered nodes.🤖 AI Nodes in Integration Designer - Process text, documents, images, and data using AI-powered workflow nodes
FlowX.AI 5.1.0 introduces AI-powered nodes in Integration Designer, enabling intelligent processing of text, documents, images, and data within your workflows. These nodes bring AI capabilities directly into your integration flows without requiring external AI services.
AI Nodes in Integration Designer
AI Nodes in Integration Designer
- AI Nodes Overview
- AI Text Operations
- AI Document Operations
- AI Image & Data Operations
- Use Cases
Text Transformation
Modify text tone, complexity or formatting for better clarity or style
Text Understanding
Analyze text to determine sentiment, topics, intent, language and named entities
Text Generation
Generate new text such as summaries, completions, translations or paraphrases
Text Extraction
Extract structured information, keywords or metadata from text
Document Generation
Automatically build reports or complete templates based on given inputs
Document Extraction
Identify and extract structured data, entities or metadata from documents
Document Understanding
Analyze documents to extract meaning, topics, sentiment, or important information
Extract Text from Document
Extract text content from documents (OCR, PDF text extraction)
Image Operations:Data Operations:
Image Description
Generate captions or extract detailed information from visual content
Image Analysis
Recognize objects, emotions and scenes in images for contextual understanding
Data Enrichment
Add annotations, context or relationships to enhance raw data value
Data Generation
Produce synthetic or structured data using templates and logic-based rules
Data Transformation
Clean, normalize, aggregate, or restructure datasets into usable formats
Intelligent Document Processing
Intelligent Document Processing
- Extract data from invoices, contracts, and forms
- Classify documents automatically
- Validate extracted information against business rules
Customer Communication Analysis
Customer Communication Analysis
- Analyze customer feedback sentiment
- Extract key topics from support tickets
- Generate personalized responses
Content Generation
Content Generation
- Create summaries of long documents
- Translate content to multiple languages
- Generate reports from structured data
Data Processing
Data Processing
- Enrich customer data with AI-derived insights
- Transform unstructured data to structured formats
- Generate test data for development
Learn more about AI Node TypesNew Feature
Additional information
Deployment Guidelines v5.1
Instructions for deploying FlowX.AI 5.1.0
Migration Guide (from v4.7.x)
Step-by-step guide for migrating from v4.7.x to v5.1.0