Import and export workflows

Aspen workflows can be imported to and exported from your system. This lets you add customized workflows to your system, back up your workflows, and share them with others.

To export a workflow:

  1. Log on to the District view.
  2. Click the Admin tab.
  3. Click the Workflows side-tab.
  4. Select the workflow you want to export, and click Details under the Workflows side-tab.
  5. On the Options menu, click Export. The Workflow Export pop-up appears:

  1. Select the components of the workflow you want to include.
  2. Click Export.
  3. Click Open or Save. You can now share the workflow with another user or district by emailing or posting the .zip file, which can be imported into another system.

To import a workflow:

  1. Log on to the District view.
  2. Click the Admin tab.
  3. Click the Workflows side-tab.
  4. On the Options menu, click Import. The Workflow Import pop-up appears:

  1. Click Choose File to navigate to the .zip workflow file you want to import.
  2. Click Analyze.
  3. Review what is included in the .zip file:

  1. Click to expand the change into its component changes. For example, a change to a workflow phase might include changes to several fields and record details.
  2. Deselect the checkbox to exclude a part of the workflow from the import.
  3. Click to view the old or the new value.
  4. To include reports in the import, select the Include reports checkbox.
  5. Click Import. The workflow you imported is now available under the Workflows side-tab for you to use or customize to your needs.