Create a New Process Instance.

Learn to create a new Process Instance and other functions.

Last published at: February 2nd, 2026

This function starts a new Process Instance from the Process Instance page. 

Note: You can also create a new Process Instance from the Form Definition page and start “execute by params” by submitting a Form with the required parameters.  

Navigate to the Process - Instances page and select Actions - Create from the menu. 

 

The Create Instance pop-up window opens for configuration. Select the Process Definition from the drop-down list. Use the buttons to sort the Process Definition list by last modified date or by name. Enter a new Instance name, or click the Generate button to create and insert a name in the text box. Check the box to execute the Process Instance after it is created. Check the box to run the Process Instance in Test Mode as a different user. Choose the test mode user from the drop-down list. Click the Create & Execute button to proceed. 

 

The Process Instance is created, and a confirmation message appears in the top-right corner. The instance status remains “not started” until the FlowWright process engine executes it, assuming the service runs automatically. Choose the Execute - Run Engine menu option to start the process engine manually.   

 

The Process Instance executes, and its status is displayed according to the context. Note: All dates and times are stored in the database as UTC and shown in the user's local time zone. Engine runtime data is in ISO + UTC format. 

 

 

Generate Process Instances from the Process Definition.

On the Process Definitions page, select the process from the table, then click the Actions - Create Instance menu option.  

 

The Create Instance box appears in the right pane for configuration, as shown below. Enter a new Instance name or click the Generate button to create one and place it in the text box. Check the box to run the Process Instance after it is created. Check the box to run the Process Instance in Test Mode as a different user. Select the test mode user from the drop-down list. Click the Create & Execute button to continue. The Process Instance will be created, and a confirmation message will appear in the top-right corner. The instance can be viewed directly by clicking the "View Instance" link. Note: All dates and times are stored in UTC in the database and displayed according to the user's local time zone. Engine runtime data is in ISO + UTC format. 

 

 

Generate test data using AI for process variables and globals.

On the Process Definitions page, select a process from the table, then click the Actions - Create Instance menu option. The Create Instance box appears in the right pane for configuration, as shown below. Click the Generate AI Test Data button. The test data is generated and populated for all process variables and globals configured in the process definition, as shown below. 

 

 

Test mode.

Test mode lets you test processes such as routing tasks, forms, or emails to different users. However, when running in “Test Mode,” the assigned users for functions, forms, and emails are ignored and automatically sent to the user executing the process.

 

 

Running the engine manually.

The process engine can be run manually by selecting the “Run Engine” menu item. This will process the selected Instance from the Instance queue. Note: The “Run Engine” option appears only if the FlowWright Engine service is not running in automatic mode. 

 

 

Refresh Process Instance list.

Use the refresh icon to update the Process Instance table rather than reloading the page. 

 

 

Reset Process instance.

A process instance in “Sleeping / Error / Aborted” status can be reset to its original state by selecting it from the list and choosing Actions > Reset > Selected. This is useful after executing an instance if the process design changes. A new instance based on the definition does not need to be created to retest it.

 

The Reset Instance pop-up window appears below. Click OK to reset the process instance. You can then go to the Process Instance page to verify the reset. 

 

 

Reset Process Instance to a Step.

A process instance in “Sleeping / Error / Aborted” status can be reset to its original state by selecting it from the list and choosing Actions > Reset > Step. This is useful after executing an Instance if the process design changes. A new instance based on the definition does not need to be created to retest it.

 

The Reset Instance pop-up window appears below. Choose the desired step from the pop-up, then confirm.  

 

Click OK to reset the process instance. 

 

You can go to the Process Instance page to verify the reset instance. 

 

Select the instance, then click the Execute > Selected menu option. 

 

Click the OK button to confirm re-execution of the Instance. 

 

The Process Instance is re-executed as shown below.