Importing workflow templates into projects
You can import a previously saved workflow template into a new project instance.
About this task
Note: Administrators can also import saved workflow templates into project templates so
every project instance has the same workflow. However, administrators cannot import
saved workflow templates with form tasks into project templates.
Procedure
- Open Workflow tab of the project instance.
- Click Edit ().
- In Edit mode, click Tools () and select Import workflow and save from the menu.
- Unica Plan warns you that importing a workflow template deletes the current workflow. Click OK to continue.
- Select a workflow template and click Import.