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Question

Copy Forms Processes from Prod to Dev

asked on January 16, 2019

Prior to my arrival there was not in place a procedure for development of processes (DEV to TST to PROD for example). Therefore I do not generally have a "sandbox" to test out changes that I want to implement. How can I go about, efficiently, pushing all of our Production processes back down to my DEV environment?

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Replies

replied on January 16, 2019

The best way to push your processes back down into the Test/Dev environments is going to be exporting the Business Process XML files and importing them into the other environments.

I can't really see an easier solution because there's so many dependencies involved in the back-end data. For example, even the user and process ids are going to differ so a database transfer would pose a lot of problems.

10.4 is adding the "process promotion tool" which allows you to reassign data sources and other resources on import when a match isn't found; this is meant for moving into production more easily, but it can go the other way too, so if you move a process back into Test/Dev you can point it to the Test/Dev data sources and such.

My current process is to only make changes in production when it is a minor change, then if I need to work on a major update I export the "current" process and import it into the dev environment.

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replied on January 16, 2019

I'm glad you mentioned the upcoming promotion feature. I've been thinking about building just such a tool, but the best code is the code you don't have to write.

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