You can export a workspace from one company to another or upload it to the ELMA365 Store catalog.
Note that you cannot export a workspace linked to global system objects, namely to other workspaces, apps and/or business processes.
When you export a workspace, you export:
- Its business processes and apps.
- Left menu settings.
- Statuses and filters, configured in the apps.
- Counters.
- Groups and roles.
- Forms and context variables, used in business processes.
- Button settings from the apps.
- Hidden apps, pages, and separators.
All these elements will be imported with the workspace to another company or uploaded to ELMA365 Store.
Export a workspace
To start exporting a workspace, click next to its name and select Export Workspace.
начало внимание
Only the users included in the Administrators group can export workspaces.
конец внимание
Next, in the window that opens, click Start Export.
Step 1. At the first export step, the workspace is checked for links to global system objects.
If such links are detected, a corresponding notification will be displayed. You will not be able to export the workspace until the links are removed manually.
If there are no links to global system objects, the following notification will be displayed:
To continue export, click Next.
Step 2. At this step, choose a workspace export option: Export to ELMA365 Store or Export to file.
The further steps depend on the option you select.
Export to file
To export a workspace as a file, click Export to file.
Step 3. Specify the information about the Workspace you are exporting.
- Name*. The workspace name.
- Description. A description of the features and specifics of the workspace.
- Workspace Apps. The list of apps, included in the workspace. If necessary, you can add short descriptions for the apps.
To continue exporting, click Next.
The workspace will be exported to a file. To save the file to your PC, click on the link in the opened window.
Later you will be able to import the file to another Company.
Export to ELMA365 Store
To submit a request to publish your workspace in the official ELMA365 Store catalog, click Export to ELMA365 Store.
Step 3. Specify the information on the workspace you are exporting.
- Name*. The name of the workspace which will be displayed in the official ELMA365 Store catalog.
- Description. A description of the features and specifics of the workspace.
- Screenshots. Attach the workspace screenshots that can illustrate its capabilities.
- Link to video. If necessary, add a link to a video, which demonstrates how to work with this workspace.
- Language. Select the language used in the workspace.
- Category. Select the categories, to which the workspace belongs.
- Versions. If you are exporting a new version of a workspace which is already published in ELMA365 Store , check the box This is a new version of an existing ELMA365 Store Workspace. In the window that opens, specify the URL of the existing ELMA365 Store workspace.
- Workspace Apps. This unit contains all the apps, pages, links, and separators, included in the workspace. If necessary, you can add short descriptions for these elements.
To continue exporting, click Next.
Step 4. Sign in to ELMA365 Store with your login and password. If you don't have a ELMA365 Store account, click Register to create one.
Check your Company information. If it is correct, click Publish.
If the workspace is published successfully, you will see a corresponding notification.
After that, the workspace will be checked by a moderator and published in the official ELMA365 Store catalog.
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