System Settings
Workflow Import/Export
Import and export workflow systems with folder structures and complete system backups.
Overview
Back up, transfer, and manage workflow systems through import and export functionality. Administrators can perform complete system backups and restorations, while all users can import workflows into specific folders.
Export All Workflows (Admin Only)
Create a complete backup of your entire workflow system.
How to Export
- Click "Export All Workflows"
- The system generates a JSON file containing all folders, subfolders, and workflows
- File downloads automatically with date stamp:
workflows-export-YYYY-MM-DD.json
- Store this file securely as your complete system backup
What's Included:
- All workflow folders and subfolders
- Complete workflow configurations
- Hierarchical folder structure
- All metadata and settings
Import Complete System (Admin Only)
Restore a complete workflow system from a backup file.
How to Import
- Select your workflow export JSON file
- Choose import method:
- Add to Existing: Keeps current workflows and adds imported ones
- Replace All: Deletes current system and restores from backup
- Review import results showing successful and failed items
Import Options
Add to Existing:
- Preserves all current workflows and folders
- Adds imported workflows alongside existing content
- Safe option that doesn't delete anything
Replace All:
- Warning: Permanently deletes all current workflows and folders
- Replaces entire system with imported content
- Use only when restoring to a clean system
Import Workflows to Folder (All Users)
Add specific workflows to an existing folder from an export file.
How to Import
- Select a workflow export JSON file
- Review the preview showing:
- Number of workflows to import
- Subcategories that will become new folders
- Choose the destination folder for imported workflows
- Confirm import to add workflows to the selected folder
Import Behavior:
- Creates subfolders for each subcategory in the import file
- Places workflows in appropriate folders based on their organization
- Does not affect existing workflows in other folders
File Requirements
Export File Format:
- Must be a valid JSON file (
.json
extension) - Must contain proper workflow export structure
- Generated from this platform or compatible system
File Validation:
- System automatically validates file format and structure
- Shows specific errors if file format is incorrect
- Provides preview of what will be imported before processing
Troubleshooting
Export Issues:
- Ensure you have administrator privileges for full system export
- Check browser downloads if file doesn't appear
- Large systems may take time to generate export file
Import Issues:
- Verify JSON file format is correct and not corrupted
- Check that you have appropriate permissions (admin for system import)
- Review error messages for specific import failures
- Some workflows may import successfully even if others fail
File Problems:
- Use only JSON files generated by workflow export
- Ensure file isn't corrupted or modified manually
- Check file size limits if upload fails