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Workspace PS Web App & Platform
Categories Workflow
Created by Shelly Klarner
Created on Jan 14, 2026

RELATED IDEAS

When using export / import it should have the workflow template name as a field to choose.

When a Workflow Template (ball-in-court) has been setup for a module and you use the export / import function it currently does not have the field for the workflow template to be chosen. This in turn brings it in without being set to a Workflow Template and either a Portfolio Admin or a Workflow Manager has to assign it to each item imported in. Very time consuming when there are a lot of items.

If it comes in as the draft step no assignee or response would be required.

The new workflow templates are great, but when submittals or other items where the export / import was a big help and now can't be used and items have to be entered manually for them to automatically sync to a template takes away some of the benefits of the workflow templates.

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