› Quick Workflow › Export and Import a workflow

Export and Import a workflow

You can import and export your workflow between environments.

Export a workflow

  1. Navigate to the Workflow list page.
  2. On the context menu of the workflow that you want to export, click Export.

    The export option is only available for a workflow that has a major version, such as 1.0.

    A prompt appears to confirm the export.

  3. Click Yes to export a copy of the latest published version of your workflow.

    A package containing all the associated items and details of the workflow is exported as a ZIP. The package includes the following items:

    • Workflow

    • Process

    • Create new job form

    • Any associated take activity forms

    • Landing page

    • Work type

    • Work queue and job queries

    • Any items used in the process

  4. Download the ZIP.

Import a workflow

  1. Navigate to the Workflow list page.
  2. Click Import.
  3. Browse to the ZIP you want to import.

    The ZIP is imported along with the process/custom service/business rule exposed for use within TotalAgility Apps. You can edit or delete a workflow after importing.

    • If a workflow with the same name or ID already exists, you cannot import the workflow.

    • If a workflow with the same name but different ID already exists, still you cannot import the workflow as names must be unique.

    • If any of the items such as work type, already exist with the same name, an error message is displayed upon importing.

    • You can import workflow files only through Quick Workflow and not through TotalAgility Designer.