Import and export workflows

When you create a workflow on the designer, a YAML file is created with all the workflow information. To import and export workflows, you'll use this YAML file.

Import and export enable you to share a workflow between workspaces or to edit the workflow directly in the YAML file.

Export a workflow

There are two ways to export a workflow.

Workflows page

1. Go to the Workflows page.
2. Click the menu icon for the workflow to export.
3. Click Export.

Designer

1. Open the workflow in the designer.
2. Click the menu icon at the top right part of the page.
3. Click Export.

Import a workflow

To import a workflow, go to the Workflows page, click Import, and select the workflow YAML file.

When you import a workflow that includes nested workflows, Torq checks and does not duplicate the nested workflows that already exist in the workspace to which you're importing. 

Handle failures

Below are a few tips to help you deal with import and export failures. Keep in mind that imports and exports may also fail due to momentary issues.

Workflow export

An export failure might be an indication of a problem with the workflow you're trying to export. Try running the workflow by clicking Run Workflow or Test Run (depending on whether your workflow is published or in the draft state) and fix any errors you encounter. When the workflow run completes successfully, retry the export.

Workflow import

An import failure might indicate that the YAML is not valid. If the workflow was exported, the YAML was valid. If the import is failing, most likely a manual change was made to the YAML file, which broke it. These are some common reasons a YAML might be broken.

• A nested workflow points back to one of its ancestors. For example, if Workflow B  is nested in Workflow A, then Workflow A can't be nested in Workflow B.
• The workflow YAML file points to a nested workflow that doesn't exist on the workspace to which you're importing.

If no manual changes were intended, you can revert the YAML to a previous version that doesn’t contain manual changes or, if possible, try exporting the workflow again.