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Export & Import of Processes

The system provides capabilities to export, import, and restore configuration data, enabling seamless migration across different environments such as Development, UAT, Staging, and Production. This ensures that system configurations, workflows, parameters, and settings can be consistently replicated without manual reconfiguration, reducing deployment risks and ensuring environment parity.

Exporting Process Configurations​

  1. Browse or search through the process list to find the setups you need to package.
  2. Check the individual checkbox on the left side of the row for your target process.
  3. Alternative (Bulk Action): To execute a full system migration backup, click the global checkbox located in the header row of the table. This acts as a "Select All" toggle across the active scope.
  4. Click the Export button on the toolbar above the data table.
  5. The system will compile all process definitions, step configurations, metadata, workflow routing rules, and associated configuration settings into a standardized export package. Upon completion, the system will automatically generate and download a compressed (.zip) file containing a separate JSON file for each configured process. These JSON files serve as a complete backup of the process configurations and can be used for environment migration, or configuration replication. It is recommended to store the downloaded backup file in a secure location to ensure availability for future recovery or deployment activities.

Importing Process Configurations​

  1. Click the Import Process action button on the top-right corner of the screen.
  2. An operating system file selection window will be displayed. Navigate to the local directory where the exported process configuration assets are stored and select the required JSON files for import. Before proceeding, ensure that the exported backup package (.zip file) has been extracted, as the system only accepts one or multiple JSON configuration files during the import process. Importing the original compressed (.zip) file is not supported.
  3. Choose the desired configuration JSON file and click Open.
  4. The system uploads the JSON schema, and restore the configuration.
  5. Click the Refresh button on the toolbar to force-sync the process configurations. The imported process will now populate your process registry table ready for use.