Export a BPMN-Compliant Process

Export a ProcessMaker Process that is BPMN 2.0 compliant.


Export Processes from ProcessMaker that are BPMN 2.0 compliant. An exported Process may then be imported in the following ways:
  • Import into ProcessMaker: Import a Process to the same or another instance of the same product version.
  • Import into a third-party tool: Import into a BPMN 2.0 compliant third-party tool. All features that are not part of the BPMN 2.0 specification are ignored.
The following components are exported if they are specified in the Process:
ProcessMaker does not export users or groups associated with the original Process. Therefore, Task element assignments are not exported and must be configured if the Process is imported to another instance or third-party BPMN 2.0 modeler application.
An exported Process has the .json file extension.

Export a BPMN 2.0 Compliant Process

Your user account or group membership must have the following permissions to export a Process unless your user account has the Make this user a Super Admin setting selected:
  • Processes: Export Processes
  • Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Ensure the following prior to exporting a Process:
Use the Process Optimization package to ensure all flow elements connect to another element or connector. The Process Optimization package must be installed.
If a Process does not meet these conditions, that Process cannot be imported successfully.
Processes that are not BPMN 2.0 compliant can be exported successfully. However, such Processes will not import successfully. Therefore, validate that your Process is BPMN 2.0 compliant before exporting it. See Validate Your Process is BPMN 2.0 Compliant.
Follow these steps to export a BPMN 2.0 compliant Process:
  1. 1.
    View your Processes. The Processes tab displays.
  2. 2.
    Click the Export icon
    for your Process. The following message displays: You are about to export a Process. User assignments and sensitive environment variables will not be exported.
  3. 3.
    Click Download, and then browse for the location on your local computer to save the exported Process.
  4. 4.
    By default, ProcessMaker exports the Process using the original Process 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 Process to distinguish it from other exported ProcessMaker assets.
  5. 5.
    Save the file. ProcessMaker exports the .json file to your local computer or network. The following message displays when the Process exports successfully: The process was exported.