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How to save and reuse a workflow template?

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Hi,

is it possible to store Workflows as a template and reuse them?

Thanks

Sven

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Workflow Hero
Workflow Hero

Re: How to save and reuse a workflow template?

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you can save your workflow as a template under the save options in the ribbon.  you can categorise it into the pre-defined categories or create a new one.  this workflow template will be available to all workflow designers on the same site collection.  if you need it on multiple site collections you can export the workflow (again through the ribbon) as a .nwf file and import into a new designer on a different site collection and do the same steps.

alternatively you could create a reusable workflow template (accessible from site settings as opposed to being in a list/library workflow designer)

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Workflow Hero

Re: How to save and reuse a workflow template?

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‌ can any of these answers be marked correct to close out this thread?

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Workflow Hero

Re: How to save and reuse a workflow template?

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Cassey, is there a way of doing this but retaining all of the content too? I have several lists that share the same fields but my stored template removes them meaning I must then re-enter each time?

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Workflow Hero

Re: How to save and reuse a workflow template?

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...actually just figured it out. By exporting and importing it retains all of the data where as a template only stores the framework etc.

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