Exporting and Importing Workflow Templates

Exporting a Workflow Template

This section describes how to export a workflow template. Exporting a workflow template means saving a copy on a designated server location. You can export to a local server, in which case the copy serves as a backup to be imported later into the local Orchestrator instance, or you can export to a remote server, which allows you to import the copied template into a remote Orchestrator instance.

  1. On the Orchestrator instance from which you are exporting the workflow template, click Workflows in the top menu, then click Workflow Actions in the left navigation menu.
    A list of action templates appears, organized by category.
  2. In the list of available plugins, click the plugin you need to export.
    If the plugin you need is not listed, click Engine in the top menu and then click Plugins in the left navigation menu. Review the list to confirm whether the plugin is enabled. If not, click Enable next to the plugin name.
  3. In the plugin templates panel, click the More button (), then click Export.
  4. Save the plugin .yml file to the desired server location.

Importing a Workflow Template

Importing a workflow template involves importing the local copy directly into the local Orchestrator or remote Orchestrator instance.

  1. In the Orchestrator instance where you want to import the workflow, click Workflows in the top menu, then click Workflow Actions in the left navigation menu.
    A list of action templates appears, organized by category.
  2. In the list of available plugins, click the plugin you need to import.
    If the plugin you need is not listed, click Engine in the top menu and then click Plugins in the left navigation menu. Review the list to confirm whether the plugin is enabled. If not, click Enable next to the plugin name.
  3. In the plugin templates panel, click the Import button.
  4. Click Choose File and select a file to open, then click Upload.