Hi, Readers.
Today I would like to share another mini tip about Business Central, how to simply back up and transfer your workflows to another environment.
You can set up and use workflows to connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows. System tasks can be preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps. More details: Workflows in Business Central
On the Workflow Templates page, you can see all available workflows. The trial version of Business Central includes many preconfigured workflows represented by workflow templates you can copy to create new ones.
PS: When you open a template from the Workflow Templates page, and the workflow name starts with MS-, then the template was added by Microsoft.
Create an approval workflow by defining what starts the workflow and what happens next, as follows:
- A workflow event, which is moderated by event conditions.
- A workflow response, which is moderated by response options.
To define workflow steps, fill in fields on workflow lines using the event and response values that represent supported scenarios.
Setting up and testing workflows is generally very time-consuming. If you have already tested them in a sandbox environment and want to avoid repeating the process in production, is there a simple way to do it? Or, if you want to save the workflows you have already configured to reuse them in other projects, what is an easy way to handle that?
Actually, there is a very simple way to handle this. The standard functionality in Business Central supports the import and export of workflows. Let’s see more details.
Select Search (Alt+Q) in the upper-right corner, enter Workflows, then choose the related link.
Select a workflow, then choose the Export to File action.
The system will export this as an XML file. With this, your workflow backup is now finished.
Now, open the same Workflows page in your target environment and choose the Import from File action.
On the Import page, choose the XML file containing the workflow.
Done.
Note: If the workflow code already exists in the database, the workflow steps are overwritten with the steps in the imported workflow.
Great. Give it a try!!!😁
PS: Export and import approval workflows
END
Hope this will help.
Thanks for reading.
ZHU
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