1.3.1.1.2. Category Import workflow(s)
Import Workflow
A single workflow can be imported:
by choosing the Import Workflow option from the Actions drop-down list
by selecting a category, right-clicking over it and choosing the Import workflow option from the context menu
After selecting the Import workflow option, the Upload Workflow window will open:
Step 1/3:
Click the Browse button next to the File name field.
The Select workflow window will be opened.
Select a valid workflow and click Open.
The Display Name field will be automatically filled with the workflow's name. Optionally, the user can type in a different one.
Type in a version number/name.
Select a category or define a new one by clicking the New Category button. A sub-category can also be selected from the list.
Type a workflow description (at least 5 characters).
Select a Windows Execution Group or leave Any.
Select an icon for the workflow or leave the default one.
The Parameters grid will be automatically filled with the selected workflow's parameters and their characteristics.
Click Next to continue or Finish in order to import the workflow without any extra information. Click Cancel to abort the workflow's uploading.
Step 2/3:
If desired, select one or more users/groups to assign the workflow with. The users/groups listed inside the User Assignment grid are part of the defined Users Group.
Click Next to proceed to the next step, Previous to go back to the previous step or Finish to upload workflow with no additional data. Click Cancel to abort the workflow upload.
Step 3/3:
The fields on this panel should be automatically populated with the previously configured information, such as filename, workflow type, description, parameters, assigned users.
Check if the information in the fields is correct.
Click Previous to go back to the previous step(s) if modifications are needed, or Finish to complete the workflow upload. Hit Cancel to abort the process.
After finishing the upload, the application will return to the Workflow Overview.
For importing a snippet workflow follow the next steps:
Click on Import item to open Upload Workflow wizard
Select "Snippets" category from Category list. The view of Upload Workflow wizard is switched to snippets view
Step 1/1:
Click the Browse button next to the File name field.
The Select workflow window will be opened.
Select a valid snippet workflow and click Open.
The Display Name field will be automatically filled with the workflow's name. Optionally, the user can type in a different one.
Type in a version number/name.
Type a workflow description (at least 5 characters) or leave the one uploaded by default.
Select an icon for the workflow or leave the default one.
The Parameters grid will be automatically filled with the selected workflow's parameters and their characteristics.
Click Finish in order to import the workflow without any extra information. Click Cancel to abort the workflow's uploading.
Import Workflows
Multiple workflows (with all their available profiles and execution logs) can be imported only for a selected category:
by right-clicking on a category and choosing the Import workflows option from the context menu.
The Select Folder to Upload window will open. Go to the exported folder location and select the folder (unzip the exported folder in order to be visible for selection):
A message will notify if the workflows were imported successfully:
NOTE: multiple workflows can be imported only from a folder which has the same structure as one obtained by exporting a category from Administrator.
IMPORTANT: This feature is not available on Internet Explorer
Import Workflows Zip Package
Users can import the entire content of a category (subcategories, workflows, icons) for future use. After import, the state of the workflow reflects the state of the workflow after export, meaning if a workflow timestamp was active at export, Import Workflows Zip Package will import the workflow and change status to active. In other words, it is an out of the box feature to be used for category staging from one environment to another.
The process of import is made in 2 steps:
Uploading the zip (the upload has no size limit)
Extracting the zip and creating the imported workflows
The Import Workflows Zip Package is possible in root, categories or subcategories:
In root: This can be done by selecting the Actions button, right-clicking over it and selecting the Import Worflows Zip Package option from the context menu.
In categories: This can be done by selecting the category, right-clicking over it and selecting the Import Worflows Zip Package option from the context menu.
In subcategories: This can be done by selecting the subcategory, right-clicking over it and selecting the Import Worflows Zip Package option from the context menu.