On occasion you may need to transfer a WorkflowFirst application from one system to another, for example moving an application from Express to Professional, or from the Cloud system to a private install.

You must be very careful in this process, and it's highly recommended that you backup your data before proceeding.

Firstly, you export your application to XML. To do this, go to WorkflowFirst Designer, click the Applications tab, select your application so you see the application record on the screen. Then right click Reports / Export App and click "Save As...". Then enter in the filename, such as myapp.xml. Note: On a Mac, you will CTRL+click instead of right click, and select "Download linked file".

Once this has finished exporting, check the file to make sure it worked OK. It should be greater than 10k if it worked - usually more like 500k or larger.

Next go to the system where you want to copy it to. Make sure the application doesn't already exist - if it does you will need to delete it first. This is where you must be extremely careful! Make sure you are deleting the target version and that there is nothing in the design of that version that will be lost if you delete it.

Next click on the Applications tab (of the target system), click What's Next, click "Import XML" and select the file you exported. 

Once it is imported you should see it in the list.

After this you may have to adjust the URL of the application. If it came from Express, for example, it will have a port number in the URL. You will also need to change the Data Store to be SQL Server if you are moving to Professional. You can adjust these in the Servers area under the application record. It may be easier to create a new application in Professional first, find its Server record, and copy some of the details from that.

Then try publishing to make sure it works OK.

Note: When you import the application, if you are using IIS you may hit an upload limit if the file is larger than 2Mb. You will need to adjust the web.config file if this happens. Please read this for more information.