Transporting Workflows

Owned by Brian Banet
Sept 24, 2018

Beginning with GlobalCapture 2.1.1, users can now package and transport entire capture processes between system using migration tools built directly into the GlobalCapture administration interface.  The following components are all part of a workflow package:

  • Workflows Definitions
  • Fields
  • Lists
  • Table Fields
  • Templates
  • Template Groups
  • Template Samples
  • Square 9 Users
  • GlobalForms Forms

  • GlobalForms Resources

  • GlobalForms Mapping Files

Frevvo Forms

Capture Data Manager does not support the exporting and importing of Frevvo components.  Users are always given the option to choose an unmapped Frevvo form when importing a workflow that imports from Frevvo.  The option will always be presented as a conflict.

Accessing Migration Features

Import and Export packaged workflows from the Migration Tab in GlobalCapture Management.

The default option is to Import.  Click the Export tab to export a workflow configured on this system.