Export and Import Approval Workflows

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

Another way to quickly create workflows is to use workflow templates. Learn more at Create Workflows from Workflow Templates.

On the Workflow page, 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 using fixed lists of event and response values representing scenarios supported by the application code. Learn more at Create Workflows.

Export a workflow

1. Choose the icon, enter Workflows, then choose the related link.
2. Select a workflow, then choose the Export to File action.

Import a workflow

1. Choose the icon, enter Workflows, then choose the related link.
2. Choose the Import from File action.
3. On the Import page, select Choose, choose the XML file containing the workflow, then select Open.

Caution

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

See also

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

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