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Move a process to another project

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This page described how to move a process with all of its related elements into another project on the same environment.

We will have to download/export every element separately in order to do so.

(BPMN processes, templates and also Dictionaries and Tables – if we are using them on our templates)

Follow the bellow steps:

1.Go to all the elements that are used on your process (BPMN processes, templates, Dictionaries and Tables) and download each one of them using the download or the export option.

On a BPMN process, use this button for download:

On a template, use this button for download:

On a Dictionary, click on the arrow next to the export button, and than ‘Export JSON’:

On a table, use this export button:

2. After you are sure that you have all the files related to you process saved on the side, delete from your current project all the data you want to move. (You can’t have identical processes/templates on the same environment)

3. Open the wanted project on the app.

4. Upload the data to the wanted project on this specific order (for remaining current connections):
-Dictionaries and Tables
-Templates
-BPMN processes

5. Connect integrations if needed.

6. Run the all process for making sure its working as expected.

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