Importing and exporting workflows

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With the ability to import and export, you can introduce new workflows from outside IBM® Concert Workflows® or introduce existing workflows from inside to other applications.

Note: The IBM Automation Library has a vast collection of prebuilt workflows you can download and import for use in your IBM Concert instance.

Before you begin

Make sure that you have permission to import or export workflows.

Importing workflows

  1. If you are connected to another application, click Workflows.
  2. In the IBM Concert Workflows® sidebar, click Workflows.
  3. Click Import.
  4. From your computer, select the .zip file that contains one or more workflows that you are going to import, or drag and drop the file directly onto the page.
    If the workflow already exists in your workflow list, an appropriate error is shown. Based on your preference, complete one of these actions:
    • Click Overwrite to replace the existing workflow with the one that you want to import.
    • Click Keep both to import the workflow without affecting its duplicate.
    • Click Skip to make no changes.
    Note: If the Access is denied error message is shown, ask your administrator to grant you the required permissions to import the workflow. The View, Execute, and Edit permissions must be granted to your user's role for both the admin and user folders. For more information, see Permissions.
  5. Verify that the new workflow is shown in the list by using the search bar.
  6. Optional: Run the workflow in IBM Concert Workflows® by completing one of these actions:
    • In the workflow list, in the Actions menu, click Run.
    • Select the workflow to open the workflow editor, then click Run.
    • Schedule a job to automatically execute the workflow at a defined frequency. For more information, see Using jobs.
  7. Optional: Run the workflow via an IBM Concert automation rule.
    1. In the workflow list, in the Actions menu, click Automate > Expose externally.
    2. In the dialog, in the Exposure path field, specify a unique path that starts with a slash (/).
    3. Optional: Click Asynshronous execution if you want the workflow to run asynchronously when triggered by external API requests.
    4. Click Expose.
    5. Click the application switcher and switch to IBM Concert.
    6. Create an automation rule and select the exposed workflow based on a specified triggering condition. For more information, see Automating Concert Workflows using automation rules.

Exporting workflows

Note: By default, the Manage > Export, Move, and Delete options are not available until you select one or more workflows.
  1. If you are connected to another application, such as IBM Concert, click the application switcher and switch to IBM Concert Workflows®.
  2. In the IBM Concert Workflows® sidebar, click Workflows.
  3. Select one or more workflows and click Manage > Export.
  4. Verify that the selected workflows are downloaded.
    Note:
    • Starting in 2.0.0, by default, the workflow export is performed by using relative paths. However, if the exported workflows contain dependencies on data from other users, absolute paths are used.
    • For example, if you export a workflow that contains a shared workflow that another user created, the export is done by using absolute paths.
    • If a workflow is exported by using absolute paths, and you then try to import the workflow into another instance, you might see an Access is denied error message. Ask your administrator to grant you the required permissions to import the workflow. The View, Execute, and Edit permissions must be granted to your user's role for both the admin and user folders. For more information, see Permissions.