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Data Instance Context

The Data Instance is where your workflow keeps its business data. It is the container that carries all the information your process needs from start to finish.

Data Instance

Think of the Data Instance as a form that follows your process around. Every field you need -- customer names, request amounts, approval decisions -- lives here and is available at every step.

For example, a loan approval workflow might store:

  • customerName -- the applicant's name
  • requestAmount -- how much the applicant is asking for
  • approvalStatus -- pending, approved, or rejected
  • department -- which team is handling the request

Linking a DataType to Your Workflow

To define what fields your Data Instance contains, you link it to a DataType model in the workflow's store configuration. The DataType is like a template: it lists all the fields and their types.

The store configuration panel showing how a dataInstance is linked to a DataType model

To set this up:

  1. Open the workflow store settings.
  2. Find the dataInstance entry in the context section.
  3. Set its objectID to your DataType model.

Once linked, you get:

  • Autocomplete in the expression editor -- field names are suggested as you type
  • Validation of your data mappings between steps
  • A clear, documented structure that other team members can understand

Reading and Writing Data Instance Values

In Expressions

You can reference Data Instance fields anywhere expressions are supported:

context.dataInstance.customerName
context.dataInstance.requestAmount
context.dataInstance.nestedObject.property

Data Flow

StageWhat Happens
Process startsThe Data Instance is created with the initial input data.
During executionEach step can read and modify the Data Instance. Changes are saved automatically between steps.
Process completesThe Data Instance is archived with the process for future reference.

You do not need to manually save or load the Data Instance. Studio handles this for you at every step transition.

Data Instance vs Process Instance

It helps to understand the difference between these two:

Data InstanceProcess Instance
What it holdsYour business data (the fields you define)System information (status, tasks, SLA, participants, files, notes)
Who defines itYou, through a DataType modelThe workflow engine
Can you change itYes, in Function steps and mappingsOnly certain fields (status and priority are managed by the engine)
Example fieldscustomerName, requestAmount, approvalStatusprocessId, businessKey, status, taskList, files