Exporting and importing case definitions

A case definition is a collection of configurations and definitions, such as the document definition, process definitions, forms, form flows and process links. These case definitions can be exported as a ZIP archive, so it can be imported via the UI, added to the repository or shared with others.

Export

Exporting can be done by navigating to the case definition detail page and pressing the export button (see image below). This will result in a ZIP archive containing configurations and definitions that make up the case definition. The structure is the same as found in any application that makes use of the auto-deployment offered by Valtimo.

Exporting a case definition

Included in the export

A lot of configurations and definitions are included in the export. These are:

• Document definition

• Search fields

• List columns

• Tabs

• Case definition settings

• Process document associations

• Process definitions

• Decision definitions

• Process links

• Form flows

• Forms (includes case summary if present)

Excluded from the export

Some related configurations are not exported, as they are not case definition specific. These are:

• Dashboards

• Access control

• Plugin configurations

Import

TO BE FILLED IN

Included in the import

A lot of configurations and definitions are included in the import. These are:

• Document definition

• Search fields

• List columns

• Tabs

• Case definition settings

• Process document associations

• Process definitions

• Decision definitions

• Process links

• Form flows

• Forms

Excluded from the import

Some related configurations are not imported, as they are not case definition specific. These are:

• Dashboards

• Access control

• Plugin configurations