Migrating workflows

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This article is intended for users moving from the Workflow Designer as a Desktop App to the Web-based Workflow Designer.

If you build workflows only with the Web-based Worklfow Designer in DocuWare Configurations, you can skip this article.

How-to migrate a workflow

With the migration feature, all workflows are now accessible in the Web-based Workflow Designer. Legacy workflows created in the previous Workflow Designer as a Desktop App can be migrated for continued editing, letting you either:

  • continue editing them as a new workflow version, or

  • create a copy for safe testing without affecting the original.

Here is how you migrate a workflow:

  1. Go to the Web-based Workflow Designer in DocuWare Configurations > Workflow Designer.

  2. Workflows created in the previous Workflow Designer as a Desktop App appear in the workflow list of the new Web-based Designer automatically.
    Workflows that created with the previous Workflow Designer as a Desktop App require migration for editing are marked with the badge TO BE MIGRATED.

  1. You have two ways to migrate:

    1. Migrate button:

      • Clicking this button migrates the workflow to the Web-based Workflow Designer for continued editing.

      • A new version of the workflow is created.

      • The published version remains unaffected by migration.

      • This is suitable or required for workflows you want to edit in the new designer.

      • After migration, the badge TO BE MIGRATED is not shown anymore.

    2. Option Create a migrated copy:

      • This option creates a duplicate of the workflow in the new Web-based Workflow Designer.

      • The original workflow remains untouched in the previous Workflow Designer as a Desktop App.

      • This way is suitable for testing purpose without affecting the original workflow.

      • The original workflow stays in the list with the badge To be MIGRATED, and the new workflow with the edited name “Workflow (Copy)” is shown in the list as a separate item.

  2. Version selection during migration

    • It is ensured that always the most relevant version of your workflow is migrated by

      • migrating automatically the published version, if a workflow is published  

      • migrating the latest draft version, if a workflow is not published

Filter the workflows by migration status

Use the filter in the top right to narrow the list to quickly identify and manage workflows based on their creation and migration status. This makes it easy to focus on the workflows you need to act on:


FAQs.


FAQ

Will workflows be migrated automatically with DocuWare 7.13?

No, workflows will not be automatically updated or modified during the upgrade to version 7.13. Migration is not required unless you want to edit a workflow using the new web-based Designer.

Where can existing workflows be migrated?

Use the option Migrate in the new Web-based Workflow Designer dashboard.

How do I know which workflows need to be migrated?

Workflows that require migration are marked with a badge. Additionally, these workflows will not have an Edit button - only a Migrate button will be available until they are migrated.

Will the migration affect any running workflows?

No. Migrating a workflow creates a new version, which only becomes active once published. Running instances continue to operate on the originally initiated version and are not affected.

Can I migrate multiple workflows at once?

No, bulk migration is currently not supported. Keep in mind that migration is only necessary if you plan to edit the workflow in the new Web-based Workflow Designer.

Can I export workflows from previous Workflow Designer App and import them into the new Web-based Workflow Designer?

No. Workflows exported from the previous version of Workflow Designer can only be imported back into previous version. Similarly, workflows exported from the new, Web-based Workflow Designer are only compatible with the same, new version.

Can I roll back from the new Workflow Designer to the previous Workflow Designer as Desktop App?

There is no direct rollback from the new to the previous version. However, you can revert to an earlier version by opening the workflow in the previous Workflow Designer as a Desktop App, selecting a previous version, and using the option Copy and create new version to continue working in the previous Workflow Designer App.

Can multiple workflow versions be published at the same time?

No. As before, only one version of a workflow can be published at a time. Publishing a new version – whether from the previous or the new Workflow Designer – will automatically unpublish the previously published one.

How long will the previous Workflow Designer App be available?

The previous Workflow Designer App will remain available at least until version 7.14 (spring 2026). The official End of Life has not yet been determined, but it is estimated for fall 2026 or spring 2027.