Export and import workflows

Nintex Employee
Nintex Employee
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With the new year, we're excited to announce that with the latest release, designers are able to transport workflows between and within tenants through the export and import feature.

Since General Availability, partners and customers have told us they want to:

  • Finish in other tenancies: Build the majority of the workflow design within one tenancy and finish the workflow design within another tenancy.
  • Build for reuse: Create a basic workflow design containing common parts used in most workflows.
  • Share workflow designs: Transfer workflows between designers (within or between tenancies).

With export and import, we've implemented a token key based approach to sharing workflows between Nintex Workflow Cloud tenancies.

What are the mechanics of exporting and importing a workflow?

On exporting workflows:

  • Only published workflows can be exported.
  • A unique import key is generated on request. The key has a validity of 72 hours / 3 days from the moment of generation. This key can then be shared with others to allow them to import the workflow.
  • You can generate a new key for a given workflow any number of times. Each key will be able to import the same workflow.

On importing workflows:

  • You can import the associated workflow an infinite number of times within the valid lifespan of the generated key.
  • Connections are removed from imported workflows, changing the status of the start event and workflow actions that use a connection to unconfigured
  • At time of import, the most recent published version of the workflow is imported and saved with a status of Draft, "last editedby" the user who imported the workflow.

How would you go about doing this?

On the Workflows list in the dashboard, select the Export option for the workflow you want to export, generate and copy a key, and then click Import at the top of the page to use the copied key. For step by step guide on how to export and import workflows, please refer to the following help guide.