Importing and Exporting Workflows

Overview


Managing workflows within the platform is made simple by the ability to import and export workflows. This allows you to save preconfigured workflows for later use.

The Workflows tab

Before You Begin

Make sure you have the right permissions in the system to import or export the flow(s).

About the Task

The ability to import or export workflows allows users to share flows, move flows from one system to another, and backup flows to be archived elsewhere.

Procedure to Import Workflow(s)

  1. Click the "Import" button on the upper right-hand side of the page. 

  2. Select the ZIP file which contains the workflow(s) you would like to import.

If the file is already within the Pliant system, a "Conflicting flows" pop-up will appear. Perform one of the following:

  • Select "Overwrite" to replace the already existing flow with the one you would like import.

  • Select "Keep Both" to import the flow without affecting its duplicate.

  • Select "Skip" to make no changes.

      4. Confirm that the workflow(s) has been imported successfully by searching for the workflow(s) using "Filter" on the upper left-hand side of the page.

You can also import folders (in ZIP) containing multiple flows.

Procedure to Export Workflow(s)

  1. Select the workflow(s) to export by checking the box to the left of the workflow(s)' name.

  2. Click the "Export" button on the upper right-hand side of the page.

  3. Choose whether to export the flow with the absolute path or not.

  4. Confirm the workflow(s) have been exported by looking in your default Downloads folder for your web browser. The filename should follow this order: "flows_export_<year>_<month>_<day>_<hour>_<minute>_<seconds>.zip" for flows exported without absolute path and "absolute_flows_export_<year>_<month>_<day>_<hour>_<minute>_<seconds>.zip" for flows exported with absolute path.