New Workflow Manual Migration
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    New Workflow Manual Migration

    • PDF

    Article summary

    Article Overview

    The following article outlines the steps to migrate an existing process from the old Workflow Manager to the new version.

    Overview

    As an intermediate step, EasySend allows you to manually migrate existing processes from the old Workflow Manager to the new version.

    How to Perform Manual Migration

    (See Figure 1 to Figure 3)

    To manually migrate existing processes from the old Workflow Manager to the new version, perform the following steps:

    Figure 1: Explore Workflow 2.0

    1. Click the Explore Workflow 2.0 button (1).

         Result:

         The following window appears:

    Figure 2: Upgrade Now

    1. Click the Explore Workflow 2.0 button (1).
    2. Follow the instructions on the screen and wait for the migration process to finish. 
    3. Navigate to the Workflow Manager screen to confirm the migration.

    Figure 3: New Workflow Manager

    NOTE
    • To learn more about the new Workflow Manager, click here.
    • You can roll back a process that was migrated to the new Workflow Manager. To learn more, click here.

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