Skip to main content
Version: Current

BPA

BPA Processes​

The BPA Processes page lists all Business Process Automation (BPA) processes that are owned by or shared with the currently logged-in user.

You can design BPA processes using the BPA Designer and publish them to the AI Command Center, where they are versioned, managed, executed, and monitored.

The Control Room workflow engine executes each published BPA process and can be invoked manually, via triggers, or through APIs.

BPA Process Packages​

A BPA process is stored and deployed as a process package (*.nupkg), which contains all assets required for execution.

BPA Process Package Contents​

A BPA process package includes:

  • Workflow definition files (*.json)
  • Project metadata (project.json)
  • Form schemas (*.iform)

Each time a process is published, a new version of the package is created in the Control Room.

BPA Process Views​

The BPA Processes page provides multiple predefined views to help you quickly filter and manage processes by ownership, status, and collaboration.

You can change the view by selecting View from the toolbar or context menu.

ViewDescription
AllDisplays all BPA processes owned by or shared with the current user, including Draft, Active, and Inactive processes.
All ActiveDisplays all active (enabled) BPA processes owned by or shared with the current user. This is the default view.
My ActiveDisplays active BPA processes owned by the current user.
My InactiveDisplays BPA processes owned by the current user that are currently disabled (inactive).
My DraftsDisplays BPA processes that are still in draft and have not yet been published.
Shared With MeDisplays BPA processes shared with the current user by other users.

Process Version Management​

  • Every publish action creates a new version of the BPA process.
  • Only one version can be active at any given time.
  • The active version is the one used during execution.
  • You can view and manage versions via Context Menu > View Metadata.

Buddies and workflow engines always execute the active version of the Process.

Context Menu Options​

The BPA Processes page provides the following context menu options:

IconOptionDescription
ShareShare the process with other users and manage permissions
DeleteDelete the process (requires Delete permission)
Edit MetadataManage versions, log levels, and activation
Edit ProcessOpen the process in BPA Designer for editing
DisableDisable (inactivate) the process
EnableEnable (activate) the process
EmbedGenerate an embeddable Process Monitor URL
CloneClone the process to create a new one
ViewView the process in read-only mode
View MetadataView metadata and version details
Create a RequestCreate a new process instance
Shared WithView users who have access to this process
AuditView audit history for this process

Sharing BPA Processes​

Only the Process Owner can share a process with other users.

Permission Types​

PermissionCapabilities
ViewerView and execute the process
EditorView, edit, re-publish, and execute the process
OwnerFull control: view, edit, publish, execute, delete, and share

How to Share a Process​

  1. Navigate to Processes > BPA
  2. Select a process
  3. Open Context Menu > Share
  4. Select users and assign permissions
  5. Click Share

Viewing Sharing Information​

Use Context Menu > Shared With to view:

  • Users who have access
  • Their permission levels

Editing and Viewing Processes​

Edit Process​

  • Available to Owners and Editors
  • Opens the Process in BPA Designer
  • Changes must be saved and published to take effect

View Process​

  • Opens the Process in read-only mode
  • Allows inspection and export as an image
  • No modifications allowed

Cloning a BPA Process​

Cloning creates a new process using the current active version.

Steps:

  1. Select a process
  2. Click Clone
  3. Provide a new name (and optionally category/description)
  4. Click Clone
note

Only Owners and Editors can clone a process.

Enabling and Disabling BPA Processes​

Disable Process​

You must be the Process Owner or have Manage Other User BPA Process permission.

When a process is disabled:

  • The Process becomes inactive
  • New instances cannot be created
  • Allocated licenses are released
  • Existing running instances continue uninterrupted

Disabled processes appear in:

  • My Inactive
  • All views

Enable Process​

Enabling reactivates the Process:

  • The Process becomes available for execution
  • New instances can be created again

Executing a BPA Process​

To execute a process, you must:

  • Have Initiate Process Instance permission
  • Have at least Viewer access to the process
  • Ensure the Process is enabled

Steps:

  1. Navigate to Processes > BPA
  2. Select the Process
  3. Click Create a Request
  4. Monitor execution via Process Instances

Auditing BPA Processes​

To view audit history:

  1. Select the Process
  2. Open Context Menu > Audit
  3. Review all operations performed on the Process

Embedding Process Monitor​

The Embed option allows monitoring process execution from external applications.

Steps:

  1. Select the Process
  2. Click Embed
  3. Configure:    - Enable embedding    - Regenerate secret key (optional)    - Set link expiry
  4. Copy the Embed URL
  5. Append the Process Instance ID
  6. Open the URL in a browser or embed it in your application

Summary​

The BPA Processes page provides:

  • Clear separation of draft, active, and inactive processes
  • Flexible views for ownership and collaboration
  • Strong version control and auditability
  • Controlled lifecycle management for safely enabling or disabling process execution

This ensures governance, scalability, and predictable execution across enterprise-grade business workflows.