Import a Workflow

You can import a workflow, including any contained workspaces, scripts, and workflows.

  1. On the Home tab of the Workspaces/Workflows explorer, click New Workflow.
    A new workflow opens.
  2. Click File and select Import Definition.
    A message appears indicating that the import process will overwrite the current open workflow.
  3. Click Yes to allow the import to overwrite the current open workflow.
    The Import Workflow wizard opens.
  4. Click Next.
  5. Do one of the following:
    • Enter the path and name of the workflow definition file you want to import.
    • Click Browse to find the file on your workstation and click Open.
    If the workflow contains workspaces, scripts, or nested workflows, you will be prompted to select whether to include them in your import.
  6. To import the workflow definition along with any contained workspaces, scripts, and workflows, click Next.
    1. Select the folder you want to save the workspaces and workflows in and click Next.
    2. Click the Map To Type drop-down menu to select a record type for each workspace and script you are importing.
    3. If a contained workspace includes records from a custom object, click the Map To Record Type drop-down menu and select the record type you want to map the records to. If B2C Service detects a record type of the same name already in the site, it is selected by default.
    4. Click Next.
  7. To import only the workflow definition, select Import Workflow Definition Only and click Next.
  8. If the workflow contains fields that do not exist in the database, they are listed in the wizard as invalid. To remove invalid field references from the workflow, click Next.
  9. Click Finish.
    The desktop workflow canvas opens with the imported workflow.