How to: Export and Import Workflows

To transfer workflows to other Microsoft Dynamics NAV databases, for example to save time when creating new workflows, you can export and import workflows.

Another way to quickly create workflows is to create workflows from workflow templates. For more information, see How to: Create Workflows from Workflow Templates.

In the Workflow window, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling fields on workflow lines from fixed lists of event and response values representing scenarios that are supported by the application code. For more information, see How to: Create Workflows.

To export a workflow

1. In the Search box, enter Workflows, and then choose the related link.

2. Select a workflow, and then, on the Actions tab, in the General group, choose Export to File.

3. In the Export File window, choose the Save button.

4. In the Export window, select a file location, and then choose the Save button.

To import a workflow

1. In the Search box, enter Workflows, and then choose the related link.

2. On the Actions tab, in the General group, choose Import from File.

3. In the Import window, choose the XML file that contains the workflow, and then choose the Open button.

   Warning

   If the workflow code already exists in the database, the workflow steps will be overwritten with the steps in the imported workflow.

See Also

Tasks

How to: Create Workflows
How to: Create Workflows from Workflow Templates
How to: View Archived Workflow Step Instances
How to: Delete Workflows
Walkthrough: Setting Up and Using a Purchase Approval Workflow

Concepts

Set Up Workflows
Use Workflows
Workflow
Business Functionality

Other Resources

Workflow
Workflow Templates
Workflow Response Options
Notification Entries