How You Export and Import Workspaces

Administrators can spend a lot of time creating and optimizing custom workspaces to support complex business processes. However, because workspaces are often comprised of fields and controls that are unique to the interface in which they were created, they cannot simply be copied between interfaces.

To save time when creating workspaces in multiple interfaces, B2C Service lets you export a workspace as an XML file containing descriptions of all the workspace elements, including fields, controls, layout, and rules. The XML file can then be used by the import wizard to import the workspace to another interface. The export/import features can help you migrate a workspace efficiently while accounting for fields and controls that are not configured identically between interfaces. This is helpful if you have a custom workspace you like on one B2C Service interface and want to create a copy or similar workspace on a different interface.

Consider the following when exporting or importing workspaces.

• Workspace notes are not included when exporting a workspace to an XML file.
• When a workspace is exported as an XML file, the file includes a hash value that will be used when the file is imported to determine if the file has been modified externally. If the file has been modified, it will not be available for importing, and an error message notifies you that the file is invalid.
• The XML file can be no larger than 1 MB.