Export from UAT instance

Once a workflow works satisfactorily on the UAT instance, it’s usually uploaded on the Production instance. A workflow can be exported from the UAT instances and imported to Production (Enterprise/Subscription) instances. Export workflows on UAT instances as 'Verified' workflows to signify thorough testing on the UAT instance.

The exported workflow is self-contained, that is, it has all the .psp, .psw, and all the supporting files required for execution.

To export a workflow from the UAT instance:

1. In the menu, click Workflows -> Workflow List. The Workflows page appears.

2. Click the arrow next to Import. Click Export.

3. Select workflows from the list.

4. You have the option to enable Export as a Verified checkbox. Enable the Export as Verified checkbox to export the workflow as verified. This Export as Verified checkbox option is only available on a UAT instance. Hence, workflows present in the UAT instance only can be exported as 'Verified' workflows. Test a workflow thoroughly on the UAT instance before exporting it at ‘Verified’.

5. Import a verified workflow in the Production instance.

6. Select the workflows you wish to export by clicking on the check boxes. In this case, we have selected Sales Revenue.

7. Enable the Export as Verified checkbox. Click Export.

8. Workflow Exported Successfully message appears. The process of exporting workflows from an UAT instance is complete.