Import and Export Change Type Configuration

You can import or export the following in a change type: workflow sequences, approval settings, and additional controls. For example, you can transfer the change type setup information from your development environment to your production environment.

Here's what's supported during the import or export:

• Header information: includes the header attributes such as Name, Internal Name, and Description.

• Policy: includes the settings for attributes such as Number Generation Method, Autocomplete on Cancel, Priority, Assignee Role, and Default Assignee.

  If Priority, Assignee Role, or Default Assignee values aren't found in the target system, an error message appears.

• Workflow: includes settings for workflow statuses, workflow sequence, promotion and demotion policy, approval setup, default approvers, and additional workflow controls.

  If a change type already exists in the target system with a different workflow sequence (the application checks for a combination of sequence number and associated internal status name), then the import of the workflow sequence and additional workflow controls are skipped. In this case, you must synchronize the workflow sequence manually and then restart the import to update additional workflow controls.

• Data in the Creators and Propagation tabs.

  Before you import propagation rules, you must ensure that the target environment contains propagation organizations mentioned in propagation rules.

• Entry and exit criteria

  Here's the recommended sequence:

  • Import the change type.

  • Create the entry and exit criteria in the target environment and associate the entry and exit criteria with the change type.

  • Again import the change type.

Here are some additional details:

• If you export the data in the Manage Change Order Types task, it automatically includes the data in the Manage Change Statuses task.

• Comparison of change statuses is done using the new non-translatable StatusInternalName attribute. If the status is created manually, the StatusInternalName attribute is filled automatically on initial status creation using the Status Name value. Blank characters aren't allowed in internal names and are replaced with underscores.

• Comparison of role information is done using the attribute Role Code.

• Comparison of user information is done using the attribute User Name.

• You can only import and export configurable attributes that are listed in the Attributes tab for the predefined change types.

Export Change Type Configuration

In the Setup and Maintenance work area, do the following:

1. Select the Product Management offering.

2. Click the arrow icon in the Change Orders Functional Area row.

3. Select Export > Create New.

4. Click Submit.

   When the export is finished, click the Latest Export link just in Setup: Product Management.

Import Change Type Configuration

In the Setup and Maintenance work area, do the following:

1. Select the Product Management offering.

2. Click Actions > Import > Create New.

3. Browse for the configuration package you exported earlier.

4. Click Submit.