You can export a Workflow and create backups, or easily import and migrate Workflows from one team to another. Though the backup includes all the important settings, configurations, and associated objects, not all data is included:
A Workflow export includes:
- All steps and step configurations.
- Any data tables or files referenced in the process.
- All associated subprocesses, and the steps, data tables, and files referenced in each.
- Any custom actions.
A Workflow export does not include:
- Any integrations or integrations connections associated with the Workflow.
- Any users or groups assigned in Assign to field.
- Any run or instances data, or master data table data.
- Any application table data. For example, if a process references the user application table, that table is not carried over on import.
⚠️ Heads-up: Be sure to fully test and reconfigure your imported Workflows before using them in a production environment. For example, If your Workflow includes any Assign task to a person actions, you must re-select the users these tasks are assigned to.
An exported Workflow is saved to your computer as a
.catalytic file, which can be optionally password protected. A password protected backup cannot be accessed or imported without the password.
On import, the Workflow is set to default permissions. Fields retain any field level permissions, such as a highly confidential or public.
To export, a user must have have view or read permissions on the primary Workflow, and must have view or read access to any associated subprocesses, data tables, and files.
If the user lacks permission on any object, there will be an alert with the object ID during export. The alert lists the specific process ID, data table ID, or file ID.
- From the bottom of the Workflow Settings page, expand the Export this Workflow section.
- To require a password to access or import the Workflow, enable Password protect file and enter a password.
- Select Export Workflow, then Download.
To import a Workflow, first start creating a new Workflow, then upload a
- From any page, select Workflows from the top navigation bar.
- Select .
Select Import Template
- Drag and drop or select the
- If necessary, enter the password.
- Select Next: Configure the Workflow
💡Tip: During import, you can customize the imported Workflow’s name, description, category, and owner by filling in those fields in the Name & Description section. If left blank, the imported Workflow will retain whatever was in the backup.
Application tables, like the Process or User application table, are not included in the export. If an process references this table, on import it will reference the same, respective table on the new team.
For example, if a Workflow references Team A’s
User Application Table for team, then is exported and imported onto Team B, it will reference Team B’s
User Application Table.
If your process is started by a trigger, the trigger is not copied over. On import, if an action references a trigger field, that reference stays intact even though the trigger may not exist on the new team.
For example, if you import a Workflow that used to have a trigger, then add a trigger for the new Workflow with the same configuration as before, the references would work. Otherwise the field references must be updated for the new trigger.