Import a Workflow

Owned by Brian Banet
Sept 25, 2018
2 min read

Capture Workflows can be imported in just a few basic steps.  It is worth noting that more complex workflows, or systems with complex workflows already in production, may introduce conflicts in the import process that will need to be remedied.

  1. Before importing a workflow, you need to choose what Batch Portal will be used.  If only one Batch Portal exists in your environment, it will be automatically selected for you in the Select Portal list.

  2. In the Select Import section, click the File or Cloud button.  Click File if you have a workflow package (.wfe file) available for import.  The workflow package will need to be available from the machine you are currently accessing the website from.  Click Cloud if you want to import a workflow from Square 9's solution delivery network.

  3. If you are importing a workflow with a web form, you will be prompted to select a GlobalForms portal to host the imported web form.  You will only see the GlobalForms Portal list when attempting to import a workflow with a web form.  If only a single GlobalForms portal exists, it will be selected automatically.

Import Options

Options are available to control specific import behaviors.

  • Include Processes - Includes all processes from workflows included in the package file regardless of status.
  • Include Submissions - Includes all submissions from GlobalForms included in the package file.
  • Clear Email Options - Clears all email references from the workflow.  This includes the Email Import Node and the Email Node.  Nodes are kept but Values are removed and prompted for on import.
  • Default User Password - Sets a default password for all users being imported.

Importing

A workflow package may contain one or more workflows.  Multiple workflows in a single package file may be, but are not required to be, related to each other.  With a package file and Batch Portal selected, click the Import button.  Workflow migration is designed to be automatic.  On a successful import, the results dialog will display, giving a summary of the actions that were taken.