Hi all,
I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again?
Thank you.
Are you familiar with making and using components?
See: https://youtu.be/032Jdq6BZWo
And: https://youtu.be/YC72wvKF0oA
Within the workflow definition screen, you can get the Component Code for a specific workflow to add to a custom component that can then be played into another system.
The button is 'Preview List'.
This creates the script that you would need to copy and add into the component.
It is possible to get this into a component automatically. Create a new empty component. Then go to your workflow. Deactivate it. Edit the opening state and do something minor like add something to the description field. Save it. They script it to the screen. This will show you the workflow script. Then go to your component and stop it. Then you can choose it and then click preview and it should be nicely in a component for you.
Pfft. Of course, if you want to do it the easy way.
*Community Hub is the new name for Sage City