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Import a workflow

Importing a workflow from a file is one of two ways to create a workflow, the other being the wizard described in the article dedicated to the topic.

To import a workflow that has been previously exported in the same or in another installation of EI-Flow:

  • To create a public workflow, in any dashboard view select the plus icon on the toolbar at the top of the page then choose Import workflow from the pop-up menu.

  • To create a project workflow:

    1. Open the project.
    2. Select the plus icon at the top of the left panel and choose Import workflow from the pop-up menu.

  • Using the dialog controls, select the file with .wfpk extension containing the workflow items.

  • Select Show ID preferences to display the settings that affect the workflow ID, the identification code that is required to use the workflow programmatically with the EI-Flow API.

    • Select Use existing package ID or auto-generate if missing if you want the ID to be taken from the definition contained in the package file or be automatically generated by the system if not specified in the definition.

    Or:

    • Select Custom to set the ID you prefer. The custom ID must be:

      • Unique, no other workflow can have the same ID.
      • Between 5 and 36 characters long

      • Made only of ASCII characters of these subsets:

        • Lowercase letters
        • Digits
        • Dash (-)

        By default, the custom ID is derived by the name of the package file, but you are free to change it as you like.

    Note

    The workflow ID cannot be changed later.

  • Select Upload to start the operation.

The import operation creates a new workflow that gets automatically opened in the editor.