Unifier provides you the option of importing existing workflow setups from one company to another in the same environment (see Importing Workflow Setups from One Company to Another Company In the Same Environment).
In addition to that option, you can also import workflow setups from one environment to another, such as from Development/Test environment to your Production environment.
Note: To support the import function, the versions of the environments must match. For example, you cannot import a setup from one version of Development environment to a different version of Unifier.
You can import a setup from here: | To here: |
|---|---|
A business process in a Company Workspace
| The same business process in another Company Workspace If any groups are defined in the setup, they will be copied over if they do not already exist; matching will be done on the name. |
A project template for a business process | A project template for the same business process in another environment If any groups are defined in the setup, they will be copied over if they do not already exist; matching will be done on the name. |
A shell template for a business process | A shell template (of the same shell type) for the same business process in another environment If any are defined in the setup, they will be copied over if they do not already exist; matching will be done on the name. |
Business Processes Must Match
In all cases, the business process name, type, sub-type, classification, studio owner, and version number must match or the copy function will fail.
About the version number
The number in the Version column of the business process log shows the uDesigner version number. This number represents the number of times the design has been changed from Draft mode to Complete. The uDesigner module automatically increments the version number whenever a design is returned to Draft mode. When the draft is changed to Complete, it shows that number. This version of the design in uDesigner may or may not be the version that is active in Unifier. The version number that appears on this log in uDesigner shows the last design version that was imported. This number may not match the version number in uDesigner, but it is the last active version of the design in uDesigner. The version number of the BP you are copying from must match the version number of the BP you are copying into.