how to import/export custom workflows between project areas
Are any best practices documented for editing the XML source code for RTC process configuration? Here's my use case:
I have created a custom workflow, which includes a few new states, actions, attributes, and editor presentations to a process configuration based on the Scrum process template. I would like to add this workflow to another project area. I implemented the workflow using the various visual, item-specific process configuration editors (Project Configuration > Configuration Data > Work Items > {Types and Attributes, Workflows, Editor Presentations, etc}.
I've done the above twice: once as I developed the workflow initially, then a second time to re-implement in a second project. I would now like to add the workflow to yet another project.
Is there a way to do this more quickly, with less chance of error, than by re-implementing yet another time, using the individual visual editors? I'm looking for something akin to exporting a process template, but instead of dealing with an entire, monolithic process configuration, I want to export and import just the changes related to my custom workflow.
I've looked at the XML source in various ways, but I don't see an obvious way to pull the workflow from the source project and add it to the target project. The custom workflow is implemented in multiple <configuration-data> elements, some of which also contain configuration data for items that are unrelated to my workflow.
Has anyone tried to do something similar? How? With what results?
Thanks,
Scott
I have created a custom workflow, which includes a few new states, actions, attributes, and editor presentations to a process configuration based on the Scrum process template. I would like to add this workflow to another project area. I implemented the workflow using the various visual, item-specific process configuration editors (Project Configuration > Configuration Data > Work Items > {Types and Attributes, Workflows, Editor Presentations, etc}.
I've done the above twice: once as I developed the workflow initially, then a second time to re-implement in a second project. I would now like to add the workflow to yet another project.
Is there a way to do this more quickly, with less chance of error, than by re-implementing yet another time, using the individual visual editors? I'm looking for something akin to exporting a process template, but instead of dealing with an entire, monolithic process configuration, I want to export and import just the changes related to my custom workflow.
I've looked at the XML source in various ways, but I don't see an obvious way to pull the workflow from the source project and add it to the target project. The custom workflow is implemented in multiple <configuration-data> elements, some of which also contain configuration data for items that are unrelated to my workflow.
Has anyone tried to do something similar? How? With what results?
Thanks,
Scott
Accepted answer
Hi Scott,
You do not need to copy the data across the projects. You can use process sharing feature: https://jazz.net/library/article/1005
Let us know if it helps.
You do not need to copy the data across the projects. You can use process sharing feature: https://jazz.net/library/article/1005
Let us know if it helps.