Exporting and importing workflow definitions

You can migrate workflow definitions from one environment to another environment using Export Configuration and Import Configuration.

Before you begin

Read Migrating OpenPages environments to ensure that you are familiar with how to use Export Configuration and Import Configuration.

About this task

When you export workflows using Export Configuration, the workflow definitions you select are exported to a migration file. The email templates referenced in the exported workflow files are also automatically exported. Task Views and object types that are referenced in the workflows are not exported.

Procedure

  1. Follow the instructions described in Exporting configuration items from the source environment and choose the workflows to export.
  2. Follow the instructions described in Importing a migration file to import the migration file into a target environment.
  3. Access and test the workflows in the target environment. Verify that the Task Views and object types work with the Task Views you migrated.