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Exporting workflow templates

开发者 https://www.devze.com 2023-01-03 16:31 出处:网络
Is there any way to export workflow templates (and then import them into another CRM)?I exported all my w开发者_如何学Corkflows, but the templates were not among them. I\'m not seeing how this is done

Is there any way to export workflow templates (and then import them into another CRM)? I exported all my w开发者_如何学Corkflows, but the templates were not among them. I'm not seeing how this is done.

Thanks!


It looks like there is no direct way to export a Workflow template. In order to export it, you will have to turn it into a regular Workflow. After importing in the destination CRM, you can edit it and change it back to a template before publishing.

Would this be an acceptable workaround in your scenary?

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