Goal: Exchange of Workflows between same and different machines
Complexity: Medium
Preconditions: A Workflow structure ‘Check Presence State’ with the following activities exists on machine 1:

  • Accept Call
  • Check Presence State
  • Busy Announcement
  • Virtual Transfer
  • Voicemail Announcement,
  • Conversation Recording
  • Ask for agent
  • Connect
  • Disconnect

Related Chapters: Workflow Import and Export

Scenario 1: Export / Import of workflow structures between same and different machines

#WHEREUSER ACTIONRESULTS / SYSTEM REACTION
1

TM-Configurator -> Workflow Structure tab

(Source Machine)

Open the source workflow structure on Machine 1 and select your desired source structure.

Press the 'Export’ button 

The workflow is opened in detail view

A json file with the workflow name is saved. 

2

TM-Configurator -> Workflow Structure tab

(Target Machine)

Copy the workflow structure over to Machine 2 and 

Press the 'Import’ button and select the json file

File dialogue is opened 

The file is imported and

→ The workflow name is added to the target machine.

3

TM-Configurator -> Workflow Structure tab

(Source Machine)

Identical File: 

Repeat steps 1 and 2 but export / import the json file on the same machine.

→ An error will appear that the workflow structure already exists on the same machine. 

No workflow structure will be imported. 

4

TM-Configurator -> Workflow Structure tab

(Source Machine)

Modified File: 

Repeat steps 1 and 2 but rename the file between export and import

Also try to modify the file name inside in between export and import

File name changes will not work:

→ An error will appear that the workflow structure already exists on the same machine. 

→ An error will appear that the workflow structure has been modified. 

In both cases, no workflow structure will be imported. 


Scenario 2: Export / Import of workflow instance where structure does not exist

Preconditions:

  • Workflow Structure ‘Check Presence State’ exists on machine 1
  • Workflow Structure ‘Check Presence State’ doesn’t exist on machine 2
  • Workflow Instance ‘Check Presence State’ was created from Workflow Structure ‘Check Presence State’
  • Workflow Instance ‘Check Presence State’ with the following activities exists on machine 1:
    • Accept Call
    • Check Presence State
    • Busy Announcement : Placeholders are used
    • Virtual Transfer : Custom parameter is used
    • Voicemail Announcement : text is used
    • Conversation Recording
    • Ask for agent
    • Connect : Placeholders are used
    • Disconnect

Related Chapters:  Workflow Import and Export 

#WHEREUSER ACTIONRESULTS / SYSTEM REACTION
1

TM-Configurator -> Workflow Instance tab

(Source Machine)

On machine 1 select ‘Check Presence State’ instance.

Press ‘Export’ button and save a json file


WF instance File is exported
2

TM-Configurator -> Workflow Instance tab

(Target Machine)

Open TM-Configurator -> Workflow Instance tab on machine 2

Press ‘Import’ button and select the instance json file

Warning message that there is no structure appears.

→ No instance is imported

3

TM-Configurator -> Workflow Structure tab

(Source Machine)


Export the WF structure 'Check Presence State' from source machine

Import to target machine.




Workflow structure is now imported on target machine.


4

TM-Configurator -> Workflow Instance tab

(Target Machine)

Create and inspect an empty instance 'Check Presence State’ on target machine 2.Empty instance of structure is present on target machine 2
5

TM-Configurator -> Workflow Instance tab

(Target Machine)

Open TM-Configurator -> Workflow Instance tab on machine 2

Press ‘Import’ button and select the instance json file which was exported from Step 1.

Import the instance to target machine.

Workflow Instance ‘Check Presence State _2019_09_10 04:34:43’ with the following activities exists on machine 1:

  • Accept Call
  • Check Presence State
  • Busy Announcement
  • Virtual Transfer
  • Voicemail Announcement : text is used
  • Conversation Recording
  • Ask for agent
  • Connect :
  • Disconnect

(info) Note: Placeholders, Parameter were not copied from the machine 1, only empty activities.





UCIDUC  TeamManager Application 021