Export a Workflow

You can export a workflow from Process Designer into a Service Manager unload file. You can then use that unload file to import the workflow into another Process Designer-based Service Manager system.

Note The export only includes the related records in the Workflow, WorkflowPhase, and RuleSet tables. Processes and Java Scripts called from rules sets cannot be exported.

To export a workflow to an unload file, follow these steps:

  1. Navigate TailoringProcess DesignerExport Workflow.

  2. In the Export/Unload a Workflow tab, select a Process Designer Table from the Table drop-down.

  3. Select the workflow from the Workflow Name field.

  4. Enter an appropriate name in the External File Name box.

  5. Select or clear the Append to file check box as appropriate.

    Note: If you wish to append this workflow to an existing unload file, enter the unload file name, and make sure that the Append to file check box is checked. You can use this mechanism to build a single unload file that contains multiple workflows that you can later import into another Process Designer-based Service Manager system.

  6. Click Ok.

After the file is created, save the file to an appropriate location. You can then import the generated unload file to in another Process Designer-based Service Manager system.