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
Case search fields
Decision definitions
Document definition
Form flow definitions
Form definitions (includes case summary if present)
Internal case statuses
Case list columns
Case tabs
Case tab widgets
Process definitions
Process document associations
Process links
Task search fields
Task list columns
ZGW document columns
ZGW document trefwoorden
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
Case search fields
Decision definitions
Document definition
Form flow definitions
Form definitions (includes case summary if present)
Internal case statuses
Case list columns
Case tabs
Case tab widgets
Process definitions
Process document associations
Process links
Task search fields
Task list columns
ZGW document columns
ZGW document trefwoorden
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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