Import/Export Workflows

Users with the Create Workflow permission in their Security Profile can import or export workflows.

To import or export workflows, click the navigation icon and then click the Evaluation Workflow link from the administration sub-menu. The Workflow tab displays containing the list of workflows.

Exporting Workflows

To export a workflow, click the icon on the workflow row you wish to export. A new tab will open with the workflow name as the tab title. Click the button. The workflow will be downloaded to an XML file on your computer.

Note Only the flowchart structure is exported. Objects that are specific to an instance of QMS (such as user or group identifiers) are not exported.

Importing Workflows

To import a workflow, first create a new workflow (or edit an existing workflow if you wish to overwrite the flowchart). Click the button. A file dialog will open. Locate and load a QMS workflow export file and click Ok.

Note Workflow states and transitions are imported with the default edit and allow rights, because the specific users and groups are not exported when exporting a workflow.