Export Process Definition's Step Properties as XLS.
Process definitions have workflow step properties set during the design phase. Users can choose a process definition and export this data as a Microsoft Excel file.
On the Process Definition page, choose the process from the table and click on the Export - Properties menu option.
A pop-up window appears for configuration. Select the checkbox to include Sub-workflow definitions. Click the dropdown list to choose “Step Types”.
The options list all the process steps, as shown below. You can use the checkboxes to select the necessary steps.
The properties of the process step are listed below.
Select the process step properties using the checkbox. Click the Export button when ready. The XLS file will be downloaded to your local folder.
The feature exports the process definition step properties (as selected) to the local system folder. The Excel file containing the chosen step properties is shown below:
Import process definition Step properties.
This function retrieves a process step configuration from the XLS file and replaces the existing step configuration.
This feature is helpful when multiple process step configuration changes need to be made in the process definition. The process definition is first exported by selecting the Properties menu option. This XLS file contains the definition ID, step ID, item name, item description, and step configuration values. The configuration changes are then made in the XLS file and imported, overwriting the process definition.
In the example below, let's try to modify the “Milestone” step properties - “Wait Till” configuration and..
.. “Time Zone” configuration.
On the Process Definition page, choose the definition from the table and click the Export - Properties menu option.
A pop-up window appears for configuration. Select the “Milestone” step's “Wait Till and Time zone” settings. Click the Export button to start. The “Milestone” step configurations are downloaded as an XLS file to the local folder.
Open the XLS file and note the “Wait Till and Time zone” values.
You can modify the “Wait Till and Time zone” configuration values as shown below. Save and close the XLS file.
On the Process Definition page, choose the definition from the table and click the Import - Properties menu option.
Select the updated XLS file from the local folder and click the “Update Definition List” button to start.
This function imports the “Milestone” process step configuration from the XLS file and overwrites the existing configuration.
You can refresh the process definition design page and go to the “Milestone” step to review the changes. As observed, the “Wait Till” configuration reflects the new value.
As observed, the “Time zone” configuration is displaying the new value.
