export/import flowcharts

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • jamie
    Senior Member
    • Aug 2025
    • 316

    #1

    export/import flowcharts

    I know it might be a lot of work, but it would be really cool if we could export a flow chart to import it elsewhere. It would be even better if the export were in JSON format
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9843

    #2
    Import and Export are already available for the flowchart entity type.

    Comment

    • jamie
      Senior Member
      • Aug 2025
      • 316

      #3
      Originally posted by yuri
      Import and Export are already available for the flowchart entity type.
      is it! too cool!

      So I can just export a whole flow chart with all script tasks and maybe other attached items like email templates? no more boring copy-paste!

      How do i access it i am looking all over http://localhost/#BpmnFlowchart/view/ and can't see it

      Comment

      • ThomasB
        Senior Member
        • Mar 2022
        • 188

        #4
        I'm just guessing but if you go to administrations -> Flowcharts you should have a list with your flowchars. Tag one and then you have a export option, if you click the button Actions.

        If not, check permissions.

        Comment


        • jamie
          jamie commented
          Editing a comment
          This seems just to export a few variables into a spreadsheet? i am looking to export the whole flowchart
      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9843

        #5
        For syncing data between instances, we suggest using the export import extension. As related records like email templates are not exported with the regular export.



        Comment


        • jamie
          jamie commented
          Editing a comment
          Sweet, that looks most useful wonder how i missed it before when i was trying to figure out a deployment pipeline
      Working...