Back up workflows

You can create backups for individual workflows. This comes in handy if you have modified a packaged workflow definition and want to upgrade to a newer version of Collibra that contains newer workflow definitions.

You must have the Sysadmin global role or a global role that has at least the Workflow Administration global permission to perform this action:

  1. Open a workflow. See View and edit workflows.
    Below the diagram of the flow, you can find the raw workflow definition (XML).
  2. Select all the raw workflow definition text and copy it.
    You don't have to go into the edit mode.
  3. Paste the text in a plain text file editor such as Notepad, Notepad++ or Vim and not an advanced text editor such as Word.
  4. Save the text file as a new file on your local file system.