You can export one or more data entry workflow templates to an XML file. For all selected workflow templates, the full configuration is exported to the XML file. You can use the XML file to import workflow templates into another D365 FO environment.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, find and select the desired workflow template(s).
3. On the Action Pane, click General.
4. Click Export workflow template to file.
5. You can change the default file name.
  In the Download file field, type a value.
6. You can run the export in the background. So, you can continue work while the workflow template is exported.
If you do not run the export in the background, the created XML file is automatically downloaded.
  Select Yes in the Run in background field.
 

Note:

  • If you have selected several workflow templates to be exported, Run in background is always 'Yes' and you cannot change it.
  • Export files that are created when run in the background, are stored. You can download these files when export is finished.

7. Click OK.
8. Close the page.

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