We as VAR and to present a POC to a customer; we carry out a couple of business processes, workflows, rules, capture profiles for our client. Now we are going to create Demo accounts for the client in Laserfiche Cloud, how do we move what we do in our VAR repository to the demo client repository?
Question
Question
LF Cloud move BP´s, WF´s, Rules, Capture Profiles etc, to demo account
Answer
From the repository:
Create a briefcase by right clicking on the folder structure you want to transfer and select download, select briefcase, this will give you the folder structure any documents if you choose to include them, templates and fields.
From Process Automation, export the Workflows
rules
capture profiles
Business processes
Then go to the demo account and start with the repository:
Import the briefcase by dragging and dropping it to the repo and follow the import wizard
Then Rules, then Workflow and lastly Business Process.
During the import of the Business Process and workflow it validates that the dependencies are in place so the order of import matters.
Best of luck!
Thanks Troy! Wanted to give you kudos for making this detailed and helpful post as one of your first answers on Answers =)
Thanks a lot, Troy.