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Invoking a Workflow

nvoking a runtime instance of a workflow definition can be done either via the API or from the Case Management application. Once a workflow is invoked, it starts running from its initial state.

Invoking a Workflow via API

To invoke a workflow using the API, make a POST request to the following endpoint:

POST /api/v1/external/workflows/run

Request Body:

The payload will depend on the specific workflow being invoked. Below is an example payload:

{
  "workflowId": "till_basic_kyb_demo",
  "context": {
    "entity": {
      "type": "business",
      "id": "my-enduser-id111",
      "data": {
        "country": "US",
        "registrationNumber": "756OPOPOP08238",
        "companyName": "TILL COMPANY LIMITED",
        "additionalInfo": {
          "mainRepresentative": {
            "email": "email@ballerine.com",
            "lastName": "Last",
            "firstName": "First"
          }
        }
      }
    },
    "documents": []
  }
}

Example:

Here’s an example of how to invoke a workflow using curl:

curl -X POST "<//api/v1/external/workflows/run>" \\
     -H "Content-Type: application/json" \\
     -d '{
           "workflowId": "till_basic_kyb_demo",
           "context": {
             "entity": {
               "type": "business",
               "id": "my-enduser-id111",
               "data": {
                 "country": "US",
                 "registrationNumber": "756OPOPOP08238",
                 "companyName": "TILL COMPANY LIMITED",
                 "additionalInfo": {
                   "mainRepresentative": {
                     "email": "email@ballerine.com",
                     "lastName": "Last",
                     "firstName": "First"
                   }
                 }
               }
             },
             "documents": []
           }
         }'

This request starts a new instance of the workflow specified by workflowId, with the provided context data.

invoke workflow api

Invoking a Workflow via Case Management Application

  1. Navigate to the Case Management section of the application.
  2. Locate the desired queue.
  3. Click the Add Case Manually button on the bottom of the case list. This button invokes a workflow based on the current filter settings.
  4. Provide any required initial data in the form that appears.
  5. Submit the form to start the workflow.
invoke workflow case management

By using these methods, you can efficiently start new instances of workflows, ensuring that your processes begin with the necessary context and data.