🏢 Professional and Enterprise plans only
🌐 Web | 👤 Yokoy admin with Workflow Designer permissions
If you have set up a custom workflow in your test environment, you can easily transfer the workflow to your production environment if your company has a Yokoy Professional or Enterprise plan.
First you need to download the workflow in your test environment (i.e. https://test.yokoy.ai). To do this, click on the workflow you want to transfer in the Workflow Designer to load it in the canvas. For example, here an expense workflow has been selected.
In the top right corner, click on the download icon.
This downloads two JSON files. You need the one with the file name visual-workflow.json.
Next, in the production environment (i.e. https://app.yokoy.ai), go to the Workflow Designer.
Click New workflow and choose the corresponding workflow type.
It must match the type you downloaded from the test environment. Otherwise, you’ll see a message indicating that the workflow you are trying to upload is not valid for the Yokoy module. In this example, the expense workflow type is selected.
Click the upload icon and choose the visual-workflow.json file you have just downloaded. This loads the workflow in the canvas. Click Publish to use it for the organization and then activate as usual for the company (legal entity).
🚧 Warning
If you have used workflow nodes that reference a specific ID (i.e. submitter with property, cost object with property, true/false condition, tags, custom fields, etc.), you must adjust the workflow in the production environment to point to the corresponding IDs in that environment. IDs are not identical in test and production environments.