Data Migration

Managers can migrate the already created configurations, plans, plan steps and plan step actions from one environment to another instead of manually creating the same configurations in another environment of their choice.

How to migrate configurations, plans, plan steps, and plan step actions from one environment to another. The process of migrating configurations from one environment to another can be divided into two parts:

• Export configuration from one environment

• Import the same configuration into another environment

Export configurations from one environment to another

To export configurations from one environment to another follow the steps given below:

Before exporting the configurations, create a custom view on 'Business Process Checklist configuration' in the environment from which the configuration is to be moved in the following way:

• Navigate to Settings --> Customizations.

• Click on 'Customize the System'.

• Navigate to Entities --> Business Process Checklist --> Views.

• Click on 'New' to create a new view.

• Enter an appropriate name for the view and click 'Ok' to proceed.

• Click on 'Add Columns'.

• You can keep the following column names disabled - Created by, Created by (Delegate), Created on, Modified by, Modified by (Delegate), Modified on and Record created on.

• Click 'Ok' to proceed.

• Click 'Save/Save & Close' icon to save this view.

• You can see the view that has just been added.

• Click on 'Publish All Customizations'.

• Go back to Business Process Checklist application --> Business Process Checklist Configurations --> Select the Export View.

• Click on 'Export to Excel'.

• After clicking on 'Export to Excel', a file with an extension '.xlsx' will be downloaded. Open this file and save it as .csv format in the system.

• Click 'Ok'.

• Once you have successfully created the .csv version of the exported file, let’s proceed to import operation.

Import the same configuration in another environment

• Login to the other environment to which we want to import the template --> Navigate to Business Process Checklist application --> BPC Settings --> Business Process Checklist Configurations.

• Import the same .csv file.

• Click on Chose File and Browse the .csv file.

• Click on NEXT.

• Click on Review Mapping.

• Click 'Finish Import' without changing any of the below fields.

• Click on Confirm.

• Click on Done.

In this way, users can export configuration from one environment and Import the same configuration into another environment

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