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Importing and Exporting Objects

Learn how Process Director allows groups of objects to be exported or imported as a single XML file.

Process Director allows groups of objects (folders, documents, workflow definitions, etc.) to be exported or imported as a single XML file. This is needed when copying an implementation of a process/Process Timeline from a test system to a production server or importing Custom Tasks in to your system. It can also be used to backup entire Process Timelines as you are working on them. To export objects, check off the box next to the names of the files you wish to export, and click the “Export” action.

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To import an XML file, first navigate to the place in the Content List where you want the imported item to appear. Next, select Import Objects from the Create New dropdown located in the upper right portion of the Content List screen.

Content items and Meta Data must be exported separately.

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