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Categories Workflow
Created by Shelly Klarner
Created on Jan 14, 2026

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 an Portfolio Admin or a Workflow Manager has to assign it to each item imported it. Very time consuming when there are a lot of items.

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