Import change request workflows from prod to dev
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3 weeks ago
Hi All,
when we import change request from one instance to other, only change request gets imported and workflows are not attached to it. can we also import its corresponding workflows from that source instance to target instance?
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Change Management
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3 weeks ago
Hi Rc19,
The main thing here is that importing the Change Request only moves the record data. It doesn't automatically move the Flow Designer configuration with it.
If the flow is missing or out of sync on the target instance, I'd handle it like this.
First, create a new Local Update Set on the source instance and make sure it's selected as the current Update Set.
Then open Flow Designer and find the flow used for the Change Request.
If needed, deactivate the flow, make a small change so the configuration is captured, then publish the flow. Also check that any related actions and subflows are included in the Update Set.
Once everything is captured, mark the Update Set as Complete and move it to the target instance.
On the target instance, preview the Update Set first and check for any conflicts or missing dependencies. If everything looks good, commit it.
After that, open the flow in Flow Designer on the target instance and check its status. If it's inactive, activate it manually.
Finally, test with a new Change Request to confirm that the flow actually triggers as expected.
That last activation check is easy to overlook because the flow can be present on the target instance without actually running. If this helped, could you mark it as helpful or as the solution?
