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 space document management dashboard.
Importing a workflow
In the space settings Document Management dashboard, for the current space workflow
choose Edit Workflow
choose Use Code editor
The JSON code for the current workflow is displayed in the Workflow schema dialog you can open the code editor using the toggle button option in the workflow builder visual editor.
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.
Choose Copy in the Workflow schema dialog box to
select and copy the
JSON code to the clipboard
Navigate to the space settings Document Management dashboard in the destination space.
choose Create New Workflow button
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In the visual editor add a new workflow name if required. |
toggle the { } icon to open the code editor for the current space workflow Code editor
The JSON code for the basic workflow template is displayed in the Workflow schema dialog box in the code editor.
paste the workflow JSON code from the clipboard into the Workflow schema dialog box
choose Apply to save the custom workflow into the new space as the space workflow
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The imported custom workflow is available in the Add workflow picker in the spacefor a page workflow. |
The workflow template JSON code is edited directly in the editor or you can toggle to the visual editor.
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