1.877.226.2662

Exporting or Importing workflow templates

Exporting or Importing workflow templates

Overview of Workflow Conductor Templates

Export a template for

  • safe keeping,
  • to be able to import it to another SharePoint environment, or
  • to send a copy to Bamboo’s Support Team if you are having an issue.

Export a template

Step Action
1.

export and import templates small.pngTo export the current workflow template, select Export from the Workflow area of the menu in the Workflow Conductor Studio.

NOTE: You can export a workflow that you haven’t yet saved or one that doesn’t yet have a name.
2. A message will appear at the bottom of your Internet Explorer browser, asking if you want to save the *.xoml file.
You can choose to save it with the given workflow title, or you can choose to Save As a file with a different name.

export file save msg.png

Import a template

Step Action
1. export and import templates small.pngTo import a workflow template, select Import from the Workflow area of the menu in the Workflow Conductor Studio.
2.

import wf template.pngIn the dialog box that appears, browse for the *.xoml file to import and then click Import.

NOTE: If the template imported refers to hard-coded server URLs and other things that don’t exist in your SharePoint environment, you may need to make a few adjustments to the workflow before publishing it to your list, site, or site collection.