Importing and exporting workflows
Importing and exporting workflows provides users with a convenient way to share workflows with others. This feature can be used within a company to help distribute workflows across a workforce, or it can be used to share helpful and useful workflows with the Workflow Builder community at large, which is actively encouraged.
Exporting workflows
Once a custom workflow has been designed, built, and tested, you can share the workflow with others on your team, or with the larger RingCentral Workflow Builder community. To share a workflow, export the workflow to a file, send the file to a coworker, and invite them to import the file. To export a workflow:
- If you are starting from a template, convert the workflow to a custom workflow
- Edit and customize the workflow
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From the "More" menu, select "Export as a JSON file"
Setting your export parameters
Workflows can be complex with many elements that can be customized. In fact, every input associated with every action that comprise a custom workflow is conceivably a way to customize the behavior of a workflow. At times, it may be important to constrain what elements of a workflow can be customized. Perhaps your company wants to standardize and control what a specific auto-reply message might be, while preserving the ability to customize what phone numbers a workflow is active for. In this case, one can define an export parameter during the export process that allows users to customize only select elements of a workflow.
Export parameters are associated with a specific action input, and then assigned a label. When the workflow is later imported, the user importing the workflow will be prompted to provide a value for each defined export parameter.
Importing workflows
To import a workflow you must first possess an export file (see "Exporting workflows" above). Importing a workflow will result in the creation of a custom workflow within that user's Workflow Builder account. At the time the workflow is imported, if the workflow has any export parameters, the user will be prompted to provide a value for each of those export parameters.
