How can we move workflows from one instance to another without using update sets?

upasanamahanta · ‎07-06-2016

Chuck Tomasi · ‎07-06-2016

Hi Upsana,

You could create a scoped app and build your new workflows there, then use the Publish/Install feature. Behind the scenes, this is still using an update set, but you don't get your hands dirty managing the update set, retrieving it, etc. And this feature only works with applications, not individual workflows.

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Chuck Tomasi · ‎07-08-2016

Let me know if that answered your question. If so, please mark it as correct so that others with the same question can find it quickly in the future and that it gets removed from the Unanswered list. Thank you

tim_broberg · ‎04-29-2017

Old thread, I know, and I'm an utter workflow noob, but a friend helped me find another answer to this:

From the "workflow versions" application, I went to my workflow and there was an export UI action there which exported the workflow and its activities.

I then went to a random list and did import xml to upload the file, and the resulting workflow on the new instance matched the original on the old one.

Too late for Upasana by several months, I'm sure, and perhaps it wasn't even available at the time, but it works for me on Helsinki now. and might help the next visitor.

- Tim.

tim_broberg · ‎06-13-2017

I needed this again today, but on my own instance today and the Export Workflow UI Action was not visible.

Turns out it required maint access, for whatever reason. I had to change the condition for the UI action from gs.hasRole('maint') to gs.hasRole('admin').

- Tim.