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Workflow Import

Workflow import is available in the Designer Workbench.

  1. Open Designer.
  2. In the Workbench tab, select Import.
  3. Choose Import Workflow.

Select the file

Drag the file into the indicated area or select Choose file. Use only .sybot packages from a trusted source intended for a compatible version.

Sybot analyses the content and presents the necessary options to complete the import. Before confirming:

  • verify the included workflows;
  • check for any conflicts with existing objects;
  • select roles, categories, or projects when required;
  • assess the impact of imported configurations.

Conflicts and Replacements

If the package contains a workflow that already exists, the interface signals the conflict and available actions. Do not confirm a replacement without verifying which definition must be retained.

When it is necessary to keep the current version, perform an export first.

After Import

  1. Locate the workflow in the Catalog.
  2. Open it from the Workbench.
  3. Check tasks, connections, roles, and configurations.
  4. Verify required connections.
  5. Run a test with non-sensitive data.
warning

An exported file may contain user-defined configurations. Store and share it only with authorised personnel; do not place it in public areas.