Export and Import Workflows

You can migrate workflows from one environment to another to reduce the time taken to create it manually. When you export a workflow, only the steps are exported. You must first create the workflow name in the target environment manually, before importing the steps.

Prerequisites:

• Create all the required forms and plug-ins in the target environment.
• Create the custom properties used within the step conditions in the target environment.
• Configure the required enumeration values for fields such as 'Activity type' and 'Resource type'.

1. Click Configuration > Workflow Manager.
   The existing workflows are displayed.
2. Click the workflow that you want to export.
3. Click Actions > Export.
   The workflow is exported as a .json file.
4. Create the workflow in the target environment manually, as described in the Add a Workflow topic.
5. Click Actions > Import.
6. Browse and select the .json file that was created in Step 3.
7. Click Import and Validate.
   The workflow is imported and a log is displayed. If there are critical errors, the import is rejected. You can edit the workflow based on the errors and warnings and try importing again.