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Export and Import Workflows in Torq
Export and Import Workflows in Torq

Learn how to import and export workflows in YAML format.

Updated over 2 months ago

Seamlessly export workflows in YAML format for distribution or storage and import them into any Torq workspace as needed.

You can also share workflows across Torq workspaces to streamline collaboration.

Exporting a Workflow

There are two ways to export a workflow:

Via the Workflows Page:

  1. Navigate to the Workflows page within Torq.

  2. Locate the workflow you wish to export and click on its corresponding menu icon.

  3. Select Export to download the workflow's YAML file.

Directly from the Designer:

  1. Open the workflow within the designer.

  2. Click the menu icon at the page's top right.

  3. Choose Export to save the YAML file.

Export a workflow from the designer

Importing a Workflow

To bring a new or edited workflow into your workspace:

  1. Head over to the Workflows page and click on Import.

  2. Browse your files and select the YAML file of the workflow you want to import.

Torq intelligently checks for nested workflows within your YAML file to avoid duplicates, ensuring only new or non-existing workflows are added to your workspace.

Import a workflow

Handling Failures in Import and Export

While the process is designed to be as smooth as possible, there might be instances where you encounter failures in importing or exporting workflows. Here's how to address these issues:

For Export Failures:

  • If an export doesn't succeed, attempt to run the workflow using Run Workflow or Test Run to identify and correct any potential errors. Successful completion often clears the path for a successful export.

For Import Failures:

  • Import failures typically indicate an issue with the YAML file. This could be due to manual edits that introduced errors. Check for circular dependencies among nested workflows or references to non-existent workflows.

  • If you've made unintentional changes to the YAML, consider reverting to a previously saved version or re-exporting the workflow if possible.

Importing / Exporting Workflow with Custom Steps

When importing or exporting a workflow containing custom steps, the integration or step will also be added to the receiving workspace, meaning that they will be available in that workspace's step finder and integration configuration.

  • If a custom step with the same version has already been added to the workspace, it will not be duplicated. However, if the version has been updated or changed since then, the new version will be added to the workspace.

  • If a custom integration with the same version has already been added to the workspace, it will not be added again. However, if the version has been updated or changed since then, the new version will be added to the workspace.

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