Customization

Import / Export Process Flow

OVERVIEW

Once the Admin Process flow is defined, it 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 Process Flow defined

EXPORT PROCESS FLOW

  • Click the Export Process Flow option from More Actions list
  • Export Process Flow Page is displayed

Work Item: Select the required work item from the Work Item drop down list.

Export To: Select the single/multiple projects checkbox to which Process Flow needs to be Exported.

  • Click on Save Button.
  • Process Flow gets Exported successfully

IMPORT PROCESS FLOW

  • Click the Import Process Flow option from More Actions list
  • Import Process Flow Page is displayed

Project: Select the required project for which the workflow is to be imported from the Project drop down list.

Type: Select the type:

  • Import from default process flow to your Project option: It would import from Process Flow defined in Admin > Customization > Process Flow
  • Import from selected project to your Project option: It would import from Process Flow defined in the selected project

Work Item: Select the single/multiple checkbox for work item to be imported

  • Click on Save Button.
  • Process Flow gets imported successfully.

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

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