Transfer a workflow

Before you can launch a work item from a workflow definition, the workflow definition must be transferred, or saved, to the Process Engine server. Usually the workflow designer transfers the definition from Process Designer, but if necessary you can transfer the definition from Workplace or Workplace XT.

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To transfer a workflow definition

  1. Navigate to the workflow definition you want to transfer, and select Transfer Workflow from the pop-up menu.
  2. If a workflow with the same name already exists in Process Engine, you can choose to use the same name or use another name.
  3. Click Transfer to transfer the workflow definition. The workflow definition is validated for errors prior to the transfer.