Tuesday, 25 April 2023

How to Export and Import Workflow if the same version exists in another environment in D365 F&O

 Requirement

1. Customer need not to create same workflow again and again for different D365 environment. They want to copy the same workflow in different environment.

2. If there is any change in the workflow that has been done in UAT environment manually and same changes they need in Production environment also.

Problem Statement

You may receive error that (V41 already exist. Import has been cancelled) while importing the exported version 41 if there is already version 41 exist in the D365 environment where you are importing this.


Solution

Suppose we want to import Purchase Requisition Workflow:

Go to the procurement and Sourcing > Setup > Procurement and sourcing workflow and select purchase requisition review workflow then click on Versions.



Select the version that you wanted to import in another environment and click on export


Selected version of the workflow will be downloaded in your computer


Now, Let's Import the Exported version of the workflow in another environment

Go to the procurement and Sourcing > Setup > Procurement and sourcing workflow and select purchase requisition review workflow then click on Versions then click on Import:


Now, browse the exported file of version 41.27.2.0 and Upload then click OK 


Here, Important Point to note, you may receive error while importing the above exported version 41.27.2.0 if there is already version 41 exist in the D365 environment where you are importing this.


Let's Rectify the issue:

Go to your downloaded workflow version and right click and EDIT

In my case it is opened in the Notepad, you need to look for VersionIDMajor which will be 41, you need to change this to higher version which does not exist in you D365 environment. We change it to 42 and SAVE this. 


And then try to Import the same it will be imported with major version 42. If you want to activate version 42 just click on Mark Active.

And here we go with newly imported workflow...


Happy learning!

Thank you Slight smile

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