Importing a workflow

Owned by Robert Alexander Marshall
Last updated: Apr 08, 2024
2 min read

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, 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

 

cdmc_customworkflow_codeeditor_actions_option.png

In the workflow schema box in the code editor

  • 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

In the visual editor add a new workflow name if required.

  • 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.

  • 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

The imported custom workflow is available in the Add workflow picker for a page workflow.

The workflow template JSON code is edited directly in the editor or you can toggle to the visual editor.