Skip to main content

What is a process?

When you deploy a use case, the platform creates a process — the public, discoverable representation of your automation. Users can find, install, and run processes with their own credentials. Each process has three layers:

Process

The top-level entity. Represents your automation on the platform.

Visibility levels

Deployment template

An immutable snapshot of a specific version. When you deploy version 1.2, the platform stores a template containing all workflow data with placeholders still present (not yet replaced with real values). Templates are never modified after creation. A new deployment always creates a new template.

Process instance

A user’s personal installation of a process. Each user gets their own instance with isolated state and credentials.

Instance states

Dev/Prod environments

Process owners get automatic environment management:
  • First deploy: Creates a dev instance, activates it
  • Publish to prod: Use codika publish <templateId> to promote a deployment. Auto-creates a prod instance.
  • Redeploy to dev: Updates the dev instance with new workflows
By default, both dev and prod instances run simultaneously after publishing. Use --auto-toggle-dev-prod with the publish command to pause dev when prod is active. Use codika list executions <instanceId> to view recent executions for either environment — pass the dev or prod instance ID.

Rerunning a deployment without versioning

Sometimes you need to change deployment parameters (e.g., company name, language, timezone) without creating a new template version. The codika rerun deployment command handles this:
  • Parameters are merged — you only pass what changed; existing parameters keep their values
  • No new template — the instance continues running the same template version
  • Uses owner credentials — workflows are redeployed with the instance owner’s integration bindings
  • Retry failed deployments — failed instances can be retried without --force
This is useful after publishing to production when you need to adjust configuration, or when a deployment fails and you want to retry with the same or updated parameters.
See the codika rerun deployment reference for full details.

Deployment instance

The running copy of a process instance with real n8n workflow IDs. This is what connects your process instance to live workflows in n8n.

Deployment status flow

Deployment pipeline

When you run codika deploy use-case, the platform:
  1. Validates the request (authentication, format, required fields)
  2. Calculates version based on your version strategy (patch/minor/major)
  3. Creates a deployment template — an immutable version snapshot
  4. Creates or updates the process, process instance, and deployment instance
  5. Deploys to n8n — for each workflow:
    • Replaces all placeholders with real values (credentials, parameters, IDs)
    • Creates or updates the workflow in n8n
  6. Returns the deployment result (IDs, version, status)

Version updates

When a new version is published:
  • Pinned instances: Users are notified that an update is available and can choose when to apply it
  • Unpinned instances: Automatically updated to the new version — the platform creates a new deployment instance and updates the live workflows
If an automatic update fails, the instance falls back to showing “update available” for manual retry.

Public API access

Process instances with HTTP triggers expose a public API for triggering workflows and checking execution status. Authentication uses a per-instance API key passed via the X-API-Key header. The codika trigger and codika get execution commands wrap these endpoints — you don’t need to call them directly.