Export and Import Workflows

Important: Updated Content Available: As part of our ongoing initiative to consolidate our documentation with up-to-date use cases, this page is being transitioned. The latest content is available in Workflow Manager. We recommend that you update your bookmarks accordingly.

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.