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Overview

A workflow can be imported to a space as a new custom workflow by copying and pasting the JSON code from a workflow template in another space or site to the code editor in the app space document management dashboardsettings.

Importing a workflow

In the document management app space settings Document Management dashboard, you can open the code editor using the toggle button option in the workflow builder visual editor.

In the app space settings in the source space document management dashboard

• choose the </> icon in the Actions options to open the code editor for a selected custom workflow

In the workflow schema box in the code editor

• select and copy the JSON code to the clipboard

Navigate to the app space settings Document Management dashboard in the destination space.:

• choose the Create New Workflow button

• toggle the { } icon to open the Code editor Editor

The JSON code for the basic workflow template is displayed in the Workflow schema dialog box in the code editor.

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Replace the displayed JSON code by:

• pasting the workflow JSON code from the clipboard into the Workflow schema dialog box

• choose Apply selecting Save to save the custom workflow into in the new space as a space workflow

You exit to view the workflow in the

app space settings or toggle to the visual editor to view the visual flowchart.