Export and import a workflow

Every saved workflow can be turned into a snippet of text, and the New Workflow page can rebuild a workflow from that text. This lets you duplicate a workflow in your store, move it to another store you run, or share a workflow you built with someone else. The copy is a separate workflow: change it as much as you like without touching the original.

How it works

• Export is on every saved workflow. It shows the workflow as text (in .json format) that you copy.
• Import is on the New Workflow page. You paste the text, and Toki rebuilds the steps and the connections between them on the canvas.

Whatever you import stays unsaved until you click Save, so you can look it over first.

Export a workflow

1. In the Toki app, click Workflows in the left navigation and open the workflow you want to copy.
2. Click Export at the top of the page. The Export workflow dialog opens with the text in the Workflow JSON box.
3. Click Copy JSON. Toki confirms with "Workflow JSON copied", and the text is on your clipboard.
4. Paste it somewhere safe: a note, a document, or a message to whoever will import it.

The text reflects the canvas as it looks right now, including changes you haven't saved yet. To export exactly what is saved, click Save (or Discard) first.

Import a workflow

1. In the store where the copy should live, click Workflows in the left navigation, then New Workflow.
2. Click Import at the top of the page. The Import workflow dialog opens.
3. Paste the text into the Workflow JSON box.
4. Click Import. The dialog closes, Toki confirms with "Workflow imported", and the steps appear on the canvas.

Importing replaces anything already on the canvas, so import first and make your changes after.

If the text isn't a workflow export (for example, part of it was cut off when copying), a message appears under the box and the canvas stays as it was. Go back to the original workflow, click Export and Copy JSON again, and paste the whole text.

After you import

The import brings over the steps, their settings, and the connections between them. The rest is up to you:

1. Under Workflow Details, enter a Workflow name and, if you like, a Description. A name is required before you can save.
2. Open each step and check its settings, the same way you would for a workflow you built by hand.
3. Click Save in the save bar. Until you do, the workflow exists only on your screen.
4. The new workflow starts as a Draft. Drafts don't react to events, so when you're ready, set Workflow status to Active and save again.

Because every import creates a separate copy, you can import the same text as many times as you need, for example to build several variations from one template. Once it's saved, test the workflow to make sure it does what you expect.

Related

• Workflows: the Workflows page, the canvas, Draft and Active, saving and deleting.
• Workflow test runs and execution history: test an imported workflow before switching it to Active.
• Workflow triggers: what starts a workflow.
• Workflow conditions: the True and False paths in an imported workflow.
• Workflow actions: the steps to re-check after importing.