Export and import a process

<< Click to Display Table of Contents >>

Organizer > Process Automation >

Export and import a process

It is possible to export a process and import it in a different environment, for example from test to production. This allows for the reuse of existing processes without having to re-model them.

 

Export a process

The process must be posted in order to be exported. Unposted changes will not be included in the export file.

1.Right-click on a process and select Export > Changeset file.

2.Save the file in the desired location and press Save. A changeset file containing a copy of the selected process is created.

All code list-based fields and other dependencies are cleared.

Example of fields that are cleared:

User Task:

oActivity type

oChecklist

oRisk analysis template

oProgress conditions

oResource need

Service task:

oAutomations

 

Import a process

1.Select File > Import > Changeset file.

2.Select an exported changeset file and press Open. The system creates a new planning version named after the file. The imported process has its original name, but with the prefix Exported from:. The imported process gets the publication status Design.