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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:

  1. Navigate to the Customize workspace.
  2. Click the Business Processes tab.
    The list of business process templates displays.
  3. In the list, click the Action button for the template that you want to export, then select one of the following export options:
    • Export to dump file
      Export the template as a .dump file.
    • Export to Scheme file
      Export the template as a .scm file.
      The Export confirmation dialog opens.
  4. Click Yes to generate and download the .dump or  .scm file. The file will be automatically downloaded by your web browser.
    The Export confirmation dialog closes.

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.

Importing business process templates