Exporting and importing case definitions

A case definition is a collection of configurations and definitions, such as the document definition, process definitions, forms, form flows and process links. These case definitions can be exported as a ZIP archive, so it can be imported via the UI, added to the repository or shared with others.

Export

Exporting can be done by navigating to the case definition detail page and pressing the export button (see image below). This will result in a ZIP archive containing configurations and definitions that make up the case definition. The structure is the same as found in any application that makes use of the auto-deployment offered by Valtimo.

Included in the export

The following configurations and definitions are included in the export:

  • Case definition settings

  • Decision definitions

  • Document definition

  • Form flows

  • Forms (includes case summary if present)

  • List columns

  • Process definitions

  • Process document associations

  • Process links

  • Search fields

  • Tabs

  • Task list columns

  • ZGW Document columns

Excluded from the export

Some related configurations are not exported, as they are not case definition specific. These are:

  • Dashboards

  • Access control

  • Plugin configurations

Import

Importing can be done by navigating to the case definition list page and pressing the Upload button (see image below). Follow the wizard and select the exported file (ZIP).

Included in the import

The following configurations and definitions are included in the import:

  • Case definition settings

  • Decision definitions

  • Document definition

  • Form flows

  • Forms

  • List columns

  • Process definitions

  • Process document associations

  • Process links

  • Search fields

  • Tabs

  • Task list columns

  • ZGW Document columns

Excluded from the import

Some related configurations are not imported, as they are not case definition specific. These are:

  • Dashboards

  • Access control

  • Plugin configurations

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