Transport of IT Shop approval workflows and policies

Question

We have an IT Shop approval workflow that is about 26 steps long which references many custom Business Roles for approvals. Is there a way to transport IT Shop workflows using the Data Transporter tool? Having to re-create the workflow when moving to another environment would be tiresome.

Steffen.Einert · Accepted Answer

Here it is. Replace_UID_OrgRoot.sql -- Replace the UID of an OrgRoot declare @UID_Old varchar(36) = '650027C4-A804-4A30-B8DE-20ECD2A9EA5B' declare @UID_New varchar(36) = '1ca216dc-3cf2-4926-9ff5-a545e07a326e' -- Create a new OrgRoot with the new UID insert into OrgRoot select @UID_New, --new UID UID_OrgAttestator, Description, IsTopDown, XDateInserted, XDateUpdated, XUserInserted, XUserUpdated, Ident_OrgRoot, XTouched, 'OrgRoot

' + @UID_New + '

', IsDelegable, XMarkedForDeletion, UID_OrgType from OrgRoot where UID_OrgRoot = @UID_Old -- Switch the child objects to the new OrgRoot /* -- will be done by the DB trigger update OrgRootAssign set UID_OrgRoot = @UID_New where UID_OrgRoot = @UID_Old */ -- update OrgRootAssign based on the old settings update OrgRootAssign set IsAssignmentAllowed = o.IsAssignmentAllowed, IsDirectAssignmentAllowed = o.IsDirectAssignmentAllowed from OrgRootAssign join OrgRootAssign o on OrgRootAssign.UID_OrgRoot = @UID_New and o.UID_OrgRoot = @UID_Old and OrgRootAssign.UID_BaseTreeAssign = o.UID_BaseTreeAssign -- disable the trigger, it would disallow the change of the UID_OrgRoot exec QBM_PTriggerDisable 'BaseTree', 'QER_TUBaseTree' update BaseTree set UID_OrgRoot = @UID_New where UID_OrgRoot = @UID_Old exec QBM_PTriggerEnable 'BaseTree', 'QER_TUBaseTree' -- delete the old OrgRoot delete OrgRoot where UID_OrgRoot = @UID_Old The same was used by Barry. And he told me that it worked properly. In the top of the script you have to define 2 variables with the old and the new UID. Steffen

Barry Jackson · Answer

Hi, 
 
Of course ..... you have a few choices ..... either use the 'Transport of selected objects and dependencies' option in the Transporter tool ... select PWODecisionMethod. Or use the built-in change label functionality in Manager: Open your approval workflow for edit > right mouse click on the background > Properties... > Change labels > Click here to assign one > add related objects (if required) > Save. 
 
HTH, Barry.

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Transport of IT Shop approval workflows and policies