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If you’ve built and published a Workflow and want to use the Workflow as the basis for another Workflow by adapting the current Workflow to serve a different operational use case, you can export the Workflow and import it as a new one.
Note: you can export a Workflow from one Organization and import it into a different Organization if required.
To export and import a m3sh Workflow:
  1. Select m3sh:
M3sh Main Nav1
  • The Workflows page opens.
  1. Select the Name text of the Workflow you want to export. The Workflow opens in Draft mode.
Check Published version! The Published version of the Workflow will be exported. If you have made any changes to the Workflow Draft version since you last published it and you want to include those recent changes when you export, you must re-publish the current Draft first.
  1. On the drop-down menu, select Export workflow:
M3sh Automation256 An Export workflow panel opens: M3sh Automation257 Note that you can:
  • Review a help text.
  • Scroll down the Workflow JSON to review it before proceeding with the export.
  1. Select Copy and close the Export workflow panel.
  2. Go back to the Workflows page and select Create workflow>Import workflow:
M3sh Automation330 An Import workflow panel opens.
  1. Paste the Workflow JSON you copied from the Export workflow panel into the Import workflow panel:
M3sh Automation259
  1. Select Submit. The Import workflow panel closes and a message shows to confirm that the Workflow was imported successfully:
M3sh Automation260
  • The imported Workflow is now listed on the Workflows page with “imported” appended to the Name and Code of the original Workflow.
  • You can now open the new imported Workflow, edit the Name and Code, and modify it as required.