ECMToolbox - Importing and Exporting Workflows

Before importing a workflow definition, ensure that:

• The destination Workflow is connected to the same Document Management system, and
  the application/project has the same exact field names and data types.

• No users are actively working in the destination workflow.

Disclaimer

• Workflow User and Queue permissions are not included in the definitions file, you will
  have to assign rights after the import process.

• Existing data in the destination workflow will be marked as deleted.

• Existing Work items and work instances do not carry over in the definitions file.
  
  

Open

Exporting a Workflow

• Login to ECMToolbox Workflow.

• Under the Administration Category, click “Workflow Designer”.

• Look for the Workflow to export, and click “More…”, then “Export”. (See the illustration
  to the left).

• The browser will download a definitions file to your system.

Importing a Workflow

• Login to ECMToolbox Workflow.

• Under the Administration Category, click “Workflow Designer”.

• Look for the Workflow to export, and click “More…”, then “Import”.

• The browser will prompt for the file to import.

• Select the file you downloaded and click “OK”.

• ECMToolbox will validate the file and will provide a message indicating if it was successful
  or not.

• If the import fails, ECMToolbox will point out the problem with the definitions file and or
  fields.