Importing workflow processes

You use the integration framework to import a workflow process and its supporting data, such as actions, roles, and communication templates.

Before you begin

Your environment must be configured before you can import workflow processes. The Data Import feature is available only for interfaces of the Notify operation type within an adapter. For more information about configuring your environment, refer to the system administrator guide.

For every workflow process that you import, you must add workflow support to the associated applications after you activate the workflow process.

To import data, the data must be in an Extensible Markup Language (XML) file. The format of the data must be the same as the format of the table that corresponds to the interface.

If your workflow process has subprocesses, you must activate the parent and child processes, and then resynchronize the processes. Also, you must import any subprocesses to your workflow process before you import the workflow process.

About this task

When you import a workflow process, you build and test your process in a test environment. After you test your process, you use the integration framework to export the process to your production environment.

Procedure

  1. From the List tab of the External Systems application, select the system that you want to import a data file to. EXTSYS1 is a default system to which you can import workflow processes.
  2. Select the Data Import action.
  3. In the Data Import window, select XML File.
  4. In the Server Directory field, specify the location of the file. The default location of the file is: <global directory location>\load\xml.
  5. In the File Name field, specify the name of the file.
  6. Click Import.