ProcessMaker API Documentation
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Export a Collection

Export a ProcessMaker Collection.

Overview

Export a ProcessMaker Collection to your local computer. The exported ProcessMaker Collection may then be imported to the same or another ProcessMaker instance of the same ProcessMaker version. An exported ProcessMaker Collection may then be shared with others so they can import your ProcessMaker Collection.

When a ProcessMaker Collection is exported, the following also exports:

  • Records: All records within that ProcessMaker Collection export.

  • ProcessMaker Screens: The ProcessMaker Screens used to create, view, and edit records in that ProcessMaker Collection also export.

The exported ProcessMaker Collection has the .json file extension.

Export a ProcessMaker Screen

ProcessMaker Package Required

The Collections package must be installed in your ProcessMaker instance. The Collections package is not available in the ProcessMaker open-source edition. Contact ProcessMaker Sales or ask your ProcessMaker sales representative how the Collections package can be installed in your ProcessMaker instance.

Permissions Required

Your ProcessMaker user account or group membership must have the following permissions to export a ProcessMaker Collection unless your user account has the Make this user a Super Admin setting selected:

  • Collections: Export Collections

  • Collections: View Collections

See the ProcessMaker Collections permissions or ask your ProcessMaker Administrator for assistance.

Follow these steps to export a ProcessMaker Collection:

  1. View your ProcessMaker Collections. The Collections page displays.

  2. Click the Export iconfor your ProcessMaker Collection to export. The Export Collection page displays.

  3. Click Download, and then browse for the location on your local computer to save the exported ProcessMaker Collection.

    1. By default, ProcessMaker exports the ProcessMaker Screen using the original Screen name except spaces in the name are replaced with underscores (_). The file has the file extension .json. Rename the default file name if necessary, though do not change the file extension. As a best practice, specify in the file name that this is an exported ProcessMaker Collection and not an exported ProcessMaker Process or an exported ProcessMaker Screen.

    2. Specify a directory location to save the file. ProcessMaker exports the .json file to your local computer. The following message displays when the ProcessMaker Screen exports successfully: The collection was exported.

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