You can export and import workflows in Process Manager so they
can be shared between different Process Manager users and servers
in your environment. Exporting a workflow includes all attribute
settings you have saved with the file, as well as any listeners or
templates (audit and e-mail) that are attached to the workflow. You
can export and import individual workflows, or an entire folder and
any workflows it contains.
When you import a workflow or folder, you can place it anywhere
in your existing folder structure. You can also choose whether
to:
Use existing item if found - Select this
option if you want the imported workflows to retain their links to
their original event listeners and templates.
Always create new item - Select this option if
you want Process Manager to create a new event listener and
templates for the imported workflow(s).
To export a workflow or folder
In the Workflow explorer, right-click the
workflow or folder you want to export.
Select Export.
Specify the location and filename where you want to
save the exported workflow or folder, then click Save.
Click OK to dismiss the confirmation message
window.
The workflow or folder is exported to the location you
specified; the file format is XML.
To import a workflow or folder
Right-click in the Workflow explorer, on the
icon for the folder where you want to store the imported workflow
or folder.
Select Import.
Type the path and filename, or browse to and select
the workflow or folder you want to import.
Click Open.
Select whether you want to use existing listeners and
templates or you want Process Manager to create new ones, then
click OK.
Click OK to dismiss the message confirmation
window.
The workflow or folder is imported to the location you
specified.
Tips
If you import a workflow into the same folder as an
existing workflow and the two workflows have the same name, Process
Manager will append a number to the end of the imported workflow's
name so the two workflows can be differentiated from each
other.
If you right-click on an existing workflow and import
a workflow of the same name, you will have option of having the
imported workflow replace the existing one.
If you right-click on an existing folder and import a
folder, the imported folder becomes a subfolder of the existing
folder.
To export and import a process/sub-process
(parent/child) workflow pair, export and import the folder, instead
of just the parent workflow. This will retain the relationship
between the two workflows. Alternatively, you can export and import
them separately and then re-create the relationship. See
"Sub-processes" in "Processes".
Besides sharing workflows with other users, you can
use this feature to clone existing workflows and folders so you can
use them as templates for creating new ones.
If you have enabled workflow revision history, you
can export, import, and then revert to previous versions of your
workflows. See Revision history in "Workflow
properties".