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Issue Importing Playbook via Update Set – Activities Missing

rubenlopez-
Tera Contributor

Hi everyone,

I'm facing an issue when importing a Playbook from an XML file. I exported it from an update set in my dev instance and imported it into my test instance. However, after the import, only the Stages of the Playbook were present — all the Activities were missing. 😞

Here are the steps I followed:

In the dev instance:

Created a new Update Set named PlayBook_updateset.
Switched the current Update Set from Default [Global] to PlayBook_updateset.
Opened Workflow Studio and created a copy of the Playbook to include it in the Update Set.
Marked the Update Set as complete.
Exported the Update Set to an XML file.
In the test instance:

Opened Local Update Sets.
Imported the XML file.
Previewed and committed the Update Set.
There were no errors during the process, but when I open the Playbook in Workflow Studio, I only see the Stages — the Actions/Activities are missing.

Has anyone experienced this before or knows what might be causing it?

Thanks in advance!

1 REPLY 1

Daniel_san
Tera Expert
  1. Create the Playbook.
  2. Create and make current the new Update Set to be used for moving it.
  3. In sys_pd_process_definition.list, select the created Playbook you want to move.
  4. From the same list, select "Add to Update Set" from the top-right dropdown menu.
  5. Close the Update Set, export it as XML, and it can now be imported (including its activities) into other instances.