Upload a workflow or a workflow template

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Upload a workflow or a workflow template for an easy and quick start with Workflows.

Upload a workflow

Prerequisite

You need a Workflows JSON file extracted via Download a workflow or template or from the Automation REST API.

Steps

To upload a workflow

  1. Go to Workflows Workflows.

  2. Select Upload Upload.

    Upload

  3. Choose your workflow JSON file.

    If the workflow already exists

    • To replace the existing workflow with the uploaded workflow, select Replace.
    • To keep the existing workflow and assign a new ID to the uploaded workflow, select Keep both.

Upload a workflow template

Prerequisite

You need a Workflows template YAML file extracted via the Download a workflow or template or from the Automation REST API.

Steps

To upload a workflow template to create a new workflow

  1. Go to Workflows Workflows.

  2. Select Upload Upload.

    Upload

  3. Choose your workflow template JSON file. Workflows check for workflow integration apps and connections the workflow needs.

  4. In Import workflow, the Required apps section lists the necessary apps and the app version for this workflow.

    • If an integration app is outdated, you can select Update from Hub to upgrade it to the latest version. Workflows display a message for the integration apps that aren't available.
    • Select Refresh Refresh after updating your workflow integrations.
  5. Select Next.

  6. In Import workflow, the Required connections section shows the necessary connections for workflow.

    • To use an existing connection, select it from the list. To edit the connection, select .
    • To create a new connection, select Create a new connection.
  7. Select Import. Workflows save the workflow and open it in the editor view.