About exporting a topic workflow configuration

You can export a topic workflow configuration. The exported topic workflow configuration can be imported into another application instance with the same or greater topic schema version. This can be useful when developing the topic workflow configuration in a test environment and then loading it into a production environment.

You must have the Manage Topic Workflow Configurations permission to export the topic workflow configuration.

When you click Export, the selected topic workflow configuration is exported into a .dat file in XML format, which you can save on your local computer. By default, the file name is <Topic Workflow Configuration name>.dat.

The exported .dat file contains the following data:

  • Topic schema version
  • Topic workflow configuration metadata (such as, Name, Description, and ID)
  • Fields

    Fields that include work team contexts are not exported.

  • Up to 5000 defined values for fields

    A warning message appears if more than 5000 values have been defined for a field. If you proceed, the first 5000 values are exported based on their display order.

  • Topic states and state information
  • Topic field accessibility by state
  • Action states and action state information
  • Action field accessibility by state
  • Attachment field accessibility by type
  • Email notification rules

    Recipient values that are exported can include New Assignee, Previous Assignee, and Visible to Work Team Members. Individual usernames are not included in the export.

    The Topic Field Modified or Action Field Modified notification reasons that reference fields that include work team contexts are not exported. These fields can exist in the Message Subject and Message Text; however, because they will not be exported, they will not be populated when the email is sent on the imported side.

  • Topic templates

    If a topic template contains populated topic or action fields and these fields have a work team context, then the topic template is not exported. The history of the topic template is not exported.