Export and Import of a workflow in D365FO

Hi,

Note: Please refer to the post Configuring and activating existing workflow in D365FO to know the details of workflow that was created.

In my previous post, I created a workflow using of type Vendor disbursement journal workflow and in this post will provide steps to export and import a workflow.

Go to Accounts Payable > Setup > Accounts payable workflows and click on versions for "Automatic payment to vendor".

EXPORT

Step 1: Select the required version and click on export button.

Step 2: We will get a prompt either to save or open the workflow(in XML format). Choose a location and click on save button to export the workflow.

IMPORT

Step 1: Select the required version and click on import button.

Step 2: Browse to the location where we have the workflow(in XML format) and choose it.

Step 3: We have an option here Create new workflow on version conflict where by marking it yes a new workflow with new ID gets created if not override for the selected version happens. Recommendation is to mark this option as Yes, to avoid issues caused due to import of workflow. After setting it to Yes, click on Upload and OK button.

Step 4: We can see a new workflow gets created with the new ID and version starting from 1.0.0.0. We can rename it to match our requirement.

Regards,

Chaitanya Golla