Transferring Task Flows Between Databases

You can transfer a task flow you have created in one database (using either Forms or
Workflow) into another database; for example, to add a task flow created in a test
database to a live database. You do this by exporting the task flow information from the
first database to a flat file which you can then import to the second database.
You do this using the Submit Request window.
Important: Before transferring task flows into a database, you must
ensure that all windows used by the task flow are present in the
database. This includes any versions of windows that you have
configured using CustomForm or the People Management
Configurator.
To export a task flow to a file:
1. Log in to the source database.
2. In the Submit Request window, choose Download HRMS Taskflows from the list of
values in the Name field.
3. Enter a name for the file in which to save the task flow in the Data File parameter
field. The recommended file extension is .ldt.
Tip: To avoid having to move the file before importing it to the
target database, include the full file path of a location that is
accessible to both the source and target databases.
4. To download a single task flow, select the task flow name from the list of values
(you can download all task flows for a legislation, or all global task flows, by
leaving the task flow field blank).
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5. To download task flows for a particular legislation, select the legislation from the
list of values. To download global task flows, leave the legislation field blank.
6. Choose OK, then choose Submit, to save the task flow to a flat file.
To import a task flow from a file:
1. Log in to the target database.
2. In the Submit Request window, choose Upload HRMS Taskflows from the list of
values in the Name field.
3. Enter the name of the file containing the task flow in the Data File parameter field.
4. Choose OK, then choose Submit, to import the task flow to the database.
5. You can now use the task flow in the same way as in your original database.