The Import function lets you import an exported Process Definition into the application. The imported file overwrites the selected definition, making the changes irreversible. We recommend creating a snapshot of the Process Definition to restore previous versions.
Import Process Definition.
On the Process Definition page, select the process from the table, then click the Import > XML menu option.
A configuration pop-up window appears. Select the XML file from the local folder, then click the “Update Definition XML” button.
The XML file is imported, replacing the selected definition. A confirmation message appears in the top-right corner.
View Import History.
On the Process Definition page, select the definition, then click View > History.
Select the History tab, then sort the list by the “UpdateOn” column. The import definition event appears in the “Message” column.
Import process definition Step properties.
This function retrieves a process step configuration from the XLS file and replaces the current step configuration.
This feature is helpful when multiple configuration changes to process steps are required in the process definition. The process definition is first exported by selecting the Properties menu option. The XLS file contains the definition ID, step ID, item name, item description, and step configuration values. The configuration changes are then made in the XLS file and imported, overwriting the process definition.
In the example below, let's try to modify the “Milestone” step properties, specifically the “Wait Till” configuration and..
.. “Time Zone” configuration.
On the Process Definition page, select the definition from the table, then click Export > Properties.
A pop-up window appears for configuration. Select the “Milestone” step's “Wait Till and Time zone” settings. Click the “Export” button to start. The “Milestone” step configurations are downloaded to the local folder as an XLS file.
Open the XLS file and note the “Wait Till and Time zone” values.
Modify the “Wait Till and Time zone” configuration values as shown below. Then save and close the XLS file.
On the Process Definition page, select the definition from the table, then click Import > Properties.
Select the updated XLS file from the local folder, then click the “Update Definition List” button to start.
This function imports the “Milestone” process step configuration from the XLS file, overwriting the existing configuration.
Refresh the process definition design page, then go to the “Milestone” step to review the changes. As observed, the “Wait Till” configuration now reflects the new value.
As observed, the “Time zone” configuration is showing the new value.
