Importing a workflow

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Overview

A workflow can be imported to a space as a new custom workflow by copying and pasting the JSON code from a workflow template in another space or site to the code editor in the space document management dashboard.

Importing a workflow

In the space settings Document Management dashboard, for the current space workflow

Open

• choose Edit Workflow

• choose Use Code editor

The JSON code for the current workflow is displayed in the Workflow schema dialog box in the code editor.

Choose Copy in the Workflow schema dialog box to copy the workflow code to the clipboard.

Navigate to the space settings Document Management dashboard in the destination space.

• open the code editor for the current space workflow

  • paste the workflow JSON code from the clipboard into the Workflow schema dialog box

• choose Apply to save the custom workflow into the new space as the space workflow

The workflow template JSON code is edited directly in the editor.