Deploying NWC/NAC workflows between tenants

Moving Workflows and Forms Between Tenants

To move a workflow to a different tenant (like from Development to Testing to Production):

1. Export the workflow: This creates a special key for it.
2. Import the workflow into the target tenant: This brings in the workflow itself and any forms used in its start or task steps.

Forms can also be moved independently:

1. Export the form: This creates a .json file.
2. Import the form into the target environment.

Important things to do first in the target environment:

• Create connections: Make connections with the same names as in the original environment and give them the necessary permissions.
• Remap data sources: For forms using lookup controls or external data, you'll need to connect those data sources again in the new environment.
• Reconfigure rules mapping: If you have any rules that rely on specific fields or data, check and adjust those rules to make sure they work correctly in the new environment.

Remember:

• Set up connections before importing workflows. Otherwise, you'll need to reimport them.
• Always test workflows and forms thoroughly after moving them to a new tenant.