Export and deploy case activity processes

To prepare your DCR process for packaging and for import into WorkZone, you need to export the process to an XML file, and then deploy it using WorkZone Configurator.

Export case activity processes as XML

  1. In DCR, select the process that you want to export.
  2. Click File > Export As XML. The process is now exported to an XML-document wit the same name as the process.

To make the case activity workflow available to WorkZone Client users, you must deploy the DCR process using WorkZone Configurator.

Deploy the case activity process

In WorkZone Configurator, you must import the DCR process XML-document that you just exported from DCR and deploy it.

Prerequisite: To configure and deploy case activities, you must have the PROCESSADM access code.
  1. Open WorkZone Configurator.
  2. Click Process and follow the instructions in the Case activities topic in the WorkZone Configurator Administrator Guide.