New Project Defaults

Import / Export Process Flow

OVERVIEW

After defining the Admin Process flow ,Process flows can be Imported/exported to the Existing Projects.

The Import/Export Process Flow options are available from Admin Process Flow defined and also from the Project/Solution Process Flow defined.

EXPORT PROCESS FLOW

User can follow simple steps to Export Process Flow:

  • Navigate to Admin and select New Project Defaults, then choose Process Flow.
  • From the work item type drop-down list, select Work item.
  • Choose the Export Process Flow option from the More Actions list.
  • The Export Process Flow Page will appear.
  • Select the desired work item from the Work Item drop-down list.
  • Check the single or multiple projects checkbox to indicate where the Process Flow should be exported.
  • Click the Export Button.
  • The Process Flows are successfully exported.
IMPORT PROCESS FLOW

User can follow simple steps to Import Process Flow:

  • Navigate to Admin and select New Project Defaults, then choose Process Flow.
  • From the work item type drop-down list, select Work item.
  • Click the Import Process Flow option from More Actions list.
  • The Import Process Flow Page will appear.
  • Select the required project for which the Process flow is to be imported from the Project drop down list.
  • Check the single or multiple work items checkbox to indicate where the Process Flow should be imported.
  • Click the Import Button.
  • The Process Flows are successfully imported.

Note:

We have Type selection in the Project & Solution process flow import process flow page

  •  Import from default Process Flow to Archive option: It would import from Process Flow defined in Admin > New Project Defaults > Process Flow.
  •  Import from Selected Project to Archive option: It would import from Process Flow defined in the selected project.

Click the process_flow icon corresponding to the work item to view the process flow.

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