How To Copy Workflow From One Site To Another In Sharepoint 2013

To copy a workflow from one site to another in SharePoint 2013, follow these steps:

  1. Create a new reusable workflow using SharePoint Designer 2013.
  2. Save and publish the workflow.
  3. Save the workflow as a template in SharePoint Designer 2013. The template will be saved in .wsp format.
  4. Go to the site assets library under the site content section and download a copy of the workflow template.
  5. Open the new site in a browser and deploy the .wsp file to the WebPart Galleries in the site settings. Activate the feature.
  6. Once the solution is activated, enable the feature at the site level by going to site settings and then manage site feature. Activate the feature for the new workflow.
  7. Check if the workflow has been copied to the new site by opening the site in SharePoint Designer 2013 and going to the Workflows tab. The copied workflow should be listed under the reusable workflow section.
  8. Open the copied workflow in SharePoint Designer 2013 and check if the content has been copied properly.

Please note that you can only access and copy items or artifacts from the web to which the workflow is published. If you need to copy items from a SharePoint list that is not part of the current web, you can use a SharePoint 2013 designer workflow with a POST request using the SharePoint REST API. You can initialize variables, configure REST calls, and use an app step if necessary to ensure the user triggering the workflow has sufficient permissions to write to the destination list.

Steps to Copy Workflow in SharePoint 2013

Here are the steps to copy a workflow from one site to another in SharePoint 2013:

  1. Create a new reusable workflow using SharePoint Designer 2013.
  2. Save and publish the workflow.
  3. Save the workflow as a template in SharePoint Designer 2013. The template will be saved in .wsp format.
  4. Go to the site assets library under the site content section and download a copy of the workflow template.
  5. Open the new site in a browser and deploy the .wsp file to the WebPart Galleries in the site settings. Activate the feature.
  6. Once the solution is activated, enable the feature at the site level by going to site settings and then manage site feature. Activate the feature for the new workflow.
  7. Check if the workflow has been copied to the new site by opening the site in SharePoint Designer 2013 and going to the Workflows tab. The copied workflow should be listed under the reusable workflow section.
  8. Open the copied workflow in SharePoint Designer 2013 and check if the content has been copied properly.

Please note that you can only access and copy items or artifacts from the web to which the workflow is published. If you need to copy items from a SharePoint list that is not part of the current web, you can use a SharePoint 2013 designer workflow with a POST request using the SharePoint REST API. You can initialize variables, configure REST calls, and use an app step if necessary to ensure the user triggering the workflow has sufficient permissions to write to the destination list.

By following these steps, you can effortlessly copy a workflow from one site to another in SharePoint 2013. This will help you streamline your work processes and enhance productivity with ease. Ensure you have the necessary permissions and access rights before attempting to copy workflows.

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