Importing and Exporting Advanced Workflows

When moving an installation of EFT from staging to production, the biggest issue is moving the Event Rules. You can export the Workflows for source control, "diff" reports, interaction with support, manual editing, migrations, and so on.

NOTE: After upgrading to EFT v8.2, tasks (AML files) imported from older versions of Automate (v10 or older) will be converted to Automate 2024 when imported using the Import button on the Advanced Workflows node interface. Imports that fail will be logged in an Advanced Workflow Module migration log with information about the conversion process so that the administrator can be aware of any issues or changes detected during conversion. If you try to import an AML with the same name as an existing AML, the OK button in the Import Workflow dialog box will be dimmed (unavailable).

You can export all of the workflows ...

... or just the one that you have selected:

To export Advanced Workflows

  1. Click the Advanced Workflows node or the specific workflow that you want to export, then click Export. The Browse for Folder dialog box appears.

  2. Browse for or create the folder in which you want to save the exported files, click OK. The AML files are saved in the specified folder.

To import Advanced Workflows

  1. Click the Advanced Workflows node.
  2. In the panel to the right of the tree, under the Description box, click Import.
  3. In the Open dialog box, browse for the AML file that you want to import, then click Open.The Import Workflow dialog box appears.
  4. The name of the file that you imported appears in the What do you want to call this workflow? box. You can keep that name or change it.
  5. (Optional) Provide a description of the workflow, then click OK.
  6. The imported workflow appears under the Advanced Workflows node.