How to Import Workflow Setup Information

📘 Overview

Microix allows administrators to import Workflow Setup data using structured templates. The import process is category-based and requires multiple sequential imports to fully configure a workflow.

This article explains:

• The categories available for import
• Required import sequence
• Template preparation requirements
• Validation rules and best practices

📂 Workflow Categories Available for Import

The following categories can be imported:

Each category requires a separate template file.

🧭 Import Process – Step-by-Step

🔹 Step 1: Access Workflow Import

1. Navigate to: Maintenance > Organization Workflow
2. Select Import from the toolbar.

🔹 Step 2: Select Import Category

1. Choose one of the available categories:

• Workflows
• Requesters
• Approvers
• Address
• Account Restrictions

Note: You must import Workflows first before importing any other category.

🔹 Step 3: Generate and Prepare the Import Template

1. Select the option to Create Import Template.
2. Download the template file.
3. Open the file in Excel.
4. Enter the data corresponding to the selected category.

📄 Using a Predefined File

If you already have an existing workflow list:

• You may use your file.
• You must ensure the column headers match the Microix exported template exactly.
• Column order does not matter.
• Any additional columns not matching template headers will be ignored.

Once completed, save the file.

🔹 Step 4: Import the Data

1. Return to the import screen.
2. Select Import (instead of Template).
3. Browse and select your completed file.
4. Click Process button to import.

If the data:

• Matches required structure
• Passes system validation

You will receive a successful import confirmation message.

If validation fails, correct the errors in the file and repeat the import.

🔹 Step 5: Repeat for Remaining Categories

Repeat Steps 1–4 for each remaining category:

• Requesters
• Approvers
• Address (if applicable)
• Account Restrictions (if applicable)

Each category must be imported separately.

✅ Best Practices

• Always import General Information first.

• Validate Workflow IDs before import to ensure: No

   special characters
• Consistent naming convention
• Import categories in logical order:
• Workflows→ Requesters → Approvers → Address → Account Restrictions

📝 Summary

Importing Workflow Setup data in Microix requires:

• Categorized-based imports
• Strict adherence to template headers
• Proper sequencing (Workflows first)
• Multiple import cycles

Following the structured process outlined above ensures successful workflow configuration and prevents validation errors.