Importing business process templates

Import a business process template when you want to create a copy of a template from an exported file. When you export a business process template, a file is generated that contains all of the components from the template, including the form, approval steps, associations, follow-ups, attachments, and security settings. You can import this file to create a new business process template or to modify an existing template.

Before starting this task, ensure that you have the exported .dump or .scm file for the business process template that you want to import.

If you are importing a business process template to modify an existing template, you must ensure that you have deactivated the existing template.

You must also ensure that certain items referenced in an exported template, such as users and tasks, exist in the system to which you are importing the template. If you try to import a template to a system in which a referenced item does not exist, you will receive an error and the Import button will be disabled.

To import a business process template:

1. Navigate to the Customize workspace.
2. Click the Business Processes tab.
   The list of business process templates displays.
3. At the top of the list, click the Options button and select one of the following import options:
   • Import dump file
     Import a template in .dump file format.
   • Import Scheme file
     Import a template in .scm file format.
     The Import Business Process Template dialog opens.
4. Click Browse and, in your browser, navigate to the .dump  or .scm file that you want to import. Then, select the file click Open. The selected file is checked to ensure that it can be imported. In the Import Business Process Template dialog, one of the following messages displays:
   • If the file is validated successfully, a green check mark displays.
   • If any problems are found, a red X displays. You can view more information about the import, including errors and warnings, by clicking View Report.

5. Click Import.
   

   If any problems were found, the Import button is disabled.

   The Import Business Process Template dialog closes.

The business process template is imported from the file. If you imported the file as a new template, an entry is created in the list of business process templates. If you imported the file as a modified version of an existing template, the existing template is replaced.

Imported business process templates are inactive by default. Before the imported template can be used, you must activate it.

Related links

Activating business process templates
Exporting business process templates