Exporting business process templates
Export a business process template when you want to generate a file that you can use to copy the template into a different instance of NexJ CRM, or when you want to create a backup of it.
You can export a template as a dump or Scheme file. When you export, a .dump
or .scm
file is generated that contains all of the components from the template, including the form, approval steps, associations, follow-ups, attachments, and security settings.
To export a business process template:
The business process template is exported as a file on your local machine. The original template remains in the system, so you can continue to use it or make changes to it.
If you want to use the exported template in another system, you must import the file into that system to create a copy of the template.