You can import one or more data entry workflow templates from an XML file that is exported from another D365 FO environment.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. On the Action Pane, click General.
3. Click Import workflow template from file.
4. Click Select configuration file to browse for and select the desired XML file.
5.

On import, configurable labels are imported as well. An imported configurable label can have another text than the configurable label in the current environment.
You can define what is done if, on import, a configurable label text differs from the existing configurable label text:

  • No: You get a warning. The existing configurable label text is kept. When the import is finished, you can manually change the existing label text.
    Note: If the configurable label exists in the current environment, but is used only in the imported workflow template, the existing text is overwritten.
  • Yes: The existing configurable label text is overwritten.
  Select Yes in the Overwrite shared labels field.
6. You can run the import in the background. So, you can continue working while the workflow template configuration is imported.
  Select Yes in the Run in background field.
7. Click OK.
8. If an imported workflow template already exists, you get the question if you want to overwrite the existing workflow template.
  Click the desired answer: Yes or No.
9. Close the page.

Notes

On import, configurable labels are imported as well. An imported configurable label can have another text than the configurable label in the current environment.
You can define what is done if, on import, a configurable label text differs from the existing configurable label text:

  • No: You get a warning. The existing configurable label text is kept. When the import is finished, you can manually change the existing label text.
    Note: If the configurable label exists in the current environment, but is used only in the imported workflow template, the existing text is overwritten.
  • Yes: The existing configurable label text is overwritten.

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