How to migrate a workflow to production

[marcelkroon]

I have created a workflow in our DEV environment. I want to deploy this first in our TEST environment and later to production.

I can't find documentation/instructions how to migrate a published workflow to the other instances.

[Chaitanya ILCR]

Hi @marcelkroon ,

easy way to do it is 

1. create an update set and make it as current

2. open the workflow in the workflow editor and check out and publish the workflow

all the components you need will be captured in the update set as one single workflow record

commit the update set to you target instance.

Please mark my answer as helpful/correct if it resolves your query.

Regards,
Chaitanya

[Ankur Bawiskar · Accepted solution]

@marcelkroon 

workflows do get captured in an update set.

1) create your update set

2) make some changes to your Workflow and Publish

3) the workflow gets captured as Customer Updates in that update set

4) then deploy that update set to TEST

Workflow movement with update sets 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[ChallaR]

Hi @marcelkroon ,

workflows do get captured in an update set.

1. create a new update set .
2. make it as current .
3. workflow gets captured as Customer Updates in that update set.
4. make the update set to complete and deploy to Test Environment.

Please mark as complete and close the thread if this is helpful.

Thanks,

Rithika.ch

[marcelkroon]

Thank you all for the responses