Documentation Index
Fetch the complete documentation index at: https://developer.kodexa.ai/llms.txt
Use this file to discover all available pages before exploring further.
Overview
kdx project contains focused project operations that go beyond generic get, describe, apply, and delete.
Current command:
| Command | Purpose |
|---|
kdx project create | Create a project from a project template |
Use project templates when a new project should start with the right document stores, data definitions, data forms, task templates, task statuses, Activity Plans, Service Bridges, modules, knowledge, and project bindings.
Create A Project From A Template
kdx project create \
--template <org-slug/template-slug> \
--org <org-slug> \
--name <project-name>
Flags:
| Flag | Required | Description |
|---|
--template | Yes | Project template reference, such as kodexa/invoice-intake-template |
--org | Yes | Organization slug where the project will be created |
--name | Yes | Project name. The CLI uses this as the initial slug. |
--description | No | Human-readable project description |
Examples
Create a project:
kdx project create \
--template kodexa/invoice-intake-template \
--org acme-finance \
--name invoice-processing
Create with a description:
kdx project create \
--template kodexa/claims-intake-template \
--org acme-insurance \
--name claims-intake \
--description "Claims intake workflow for loss documents"
Output:
Project created: acme-finance/invoice-processing
ID: 3f0354ee-5e0c-4d6b-9484-18b179bea100
Find Templates And Organizations
kdx get project-templates
kdx get organizations
Inspect a template before using it:
kdx describe project-template invoice-intake-template
What A Template Should Provide
A modern project template should bind the resources needed to run Activity-centered work:
| Resource | Role |
|---|
| Activity Plans | Automated business process definitions |
| Task Templates | Human review, approval, correction, and exception work |
| Task Statuses | Statuses used by review queues and Activity decisions |
| Data Definitions | Business data model and validation behavior |
| Data Forms | Task review surfaces |
| Document Stores | Uploaded documents and document families |
| Modules | Extraction, classification, parsing, or processing steps |
| Service Bridges | External systems used by Activity steps and scripts |
| Knowledge Sets | Domain guidance, examples, and rules |
| Triggers | Events that start Activities in the project |
Complete Workflow
# 1. Pick a template
kdx get project-templates
# 2. Create the project
kdx project create \
--template kodexa/invoice-intake-template \
--org acme-finance \
--name invoice-processing
# 3. Review the created project
kdx describe project invoice-processing
# 4. Upload a document to the project's document store
kdx store upload acme-finance/invoice-processing-documents ./invoice.pdf
# 5. Watch processing
kdx store watch <document-family-id> --label PROCESSED
# 6. Export data
kdx document-family data <document-family-id> -o extracted.json
Managing Projects After Creation
Use generic resource operations for normal project metadata:
kdx get projects
kdx describe project invoice-processing
kdx apply -f kodexa-resources/projects/invoice-processing.yaml
kdx delete project invoice-processing
For version-controlled projects, use sync:
kdx sync pull --target finance --env dev --filter '^invoice-processing$'
kdx sync push --target finance --env dev --dry-run
Troubleshooting
Organization Not Found
Use the organization slug in --org.
Template Not Found
kdx get project-templates
kdx describe project-template <template-slug>
Check that the template reference includes the organization slug.
Project Created But Resources Are Missing
Inspect the project and its resource bindings:
kdx describe project invoice-processing
kdx run projects get-apiprojects-resources --id <project-id>