Exporting Workflows

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  • petrelli07
    Junior Member
    • Sep 2022
    • 1

    Exporting Workflows

    Hey guys. Please does espocrm have a feature to export workflows from one account to another separate account?
  • lazovic
    Super Moderator
    • Jan 2022
    • 852

    #2
    Hi petrelli07,

    Can you please tell me what you mean by "from one account to another separate account"?

    If you want to transfer a Workflow from one instance to another, for example, then simply select it in the list of all workflows and select the Export action. Don't forget to check the box next to Export all fields.

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    • petrelli07
      petrelli07 commented
      Editing a comment
      Thanks lazovic. I used this method and it worked fine
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