Importing and Exporting Workflows

You can import and export workflows to share them across environments. The workflow is exported in JSON format, including the complete definition of all nodes.

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Note

Sensitive information, such as passwords, API keys, tokens, are not exported and need to be reconfigured after import.

To export a workflow:

  1. In the Workflows page, hover over the workflow you want to export, and, from the 3-dot menu, select Export Workflow.
  2. A pop-up notifies you that credentials and sensitive inputs are excluded and must be reconfigured after import. To continue and export, click Export.
  3. A file in JSON format is downloaded to your local computer.

To import a workflow:

  1. From the Create Workflow list, select Import Workflow.

  2. Select the workflow to import and click Open.

  3. If a query or other data already exists in the environment to which you are importing the workflow, a warning dialog is displayed.

  4. For each instance of a conflict, select how you want to resolve the conflict:

    1. Save as copy - Creates a copy of the item.
    2. Overwrite - Overwrites the existing item with the one being imported.
  5. Click Import. The imported workflow is added to the Workflows page, and the selections from the previous step are implemented.