WIKI: How to import, export and clone procedures?

Hi,

Please refer below steps to import, export and clone procedures.

Procedures can be exported from ITSM application to a local computer. Similarly, a procedure can be imported from the local computer to ITSM application hence the both way helps the user to easily create a procedure on ITSM. Also as ITSM user, you can clone a procedure from a procedure that already exists in the ITSM so that user can use the existing procedure so quickly and easily.

Step[1]: Launch ITSM and Go to CONFIGURATION TEMPLATES > Procedures

To Export a Procedure

Step [2]: Select any procedure from the Procedure List Table and Click Export icon

Step [3]: Click the Save button with choosing of the respective location

Step [4]: A JSON file will be saved in the location you have chosen

To Import a Procedure

Step [2]: Click the “Import” icon

Step [3]: Click the button “Browse” from the Import Procedure Popup Window

Step [4]: Select a Script file (JSON) from the local computer and click the button “Open”

Step [5]: Check whether you have chosen the right file from the Import Procedure Window and Click “Import” button

Step [6]: Check the Procedure List Table whether you have the Script file on the top of the list

To Clone a Procedure

Step [2]: Choose any procedure from the Procedure Table List and Click Clone icon

Step [3]: Fill the Clone Procedure Form and Click the button “Clone”

You can change the name of the procedure, description, and folder while cloning a procedure otherwise keep the default values on the fields

Step [4]: Check the Procedure List Table whether you have the Script on the top of the List