How to Export and Import Workflows

To transfer workflows to other 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

Choose the icon, enter Workflows, and then choose the related link.
Select a workflow, and then choose the Export to File action.
In the Export File window, choose the Save button.
In the Export window, select a file location, and then choose the Save button.

To import a workflow

Choose the icon, enter Workflows, and then choose the related link.
Choose the Import from File action.
In the Import window, choose the XML file that contains the workflow, and then choose the Open button.

CAUTION

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

How to Export and Import Workflows

To export a workflow

To import a workflow

CAUTION

See Also