Importing a workflow

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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 settings.

Importing a workflow

In the document management app space settings, 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

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

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In the workflow schema box in the code editor

• select and copy the JSON code to the clipboard

Navigate to the app space settings in the destination space:

• choose the Create New Workflow button

• toggle the { } icon to open the Code Editor

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

Replace the displayed JSON code by:

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

• selecting Save to save the custom workflow 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.