Processes in RPM can be downloaded as a XML file and imported into RPM again to create the template of the process. This can be useful if you want to create a sandbox inside your RPM to test some new edits without worrying about live data. It can also be useful to copy/import Processes to save time from having to recreate a process from scratch.

Download the XML Template

The download link can be found in the setup of each process.

Top Menu >> Setup >> Select the Process 

Importing the Process

Top Menu >> Setup >> Import a Process 


Give a name to the imported process and assign it a group if desired. Choose the XML File and hit Next.

The next screen is an informational page highlighting the number of objects that are being created. The only message that may be concerning is that parts of the file may be invalid. The invalid warnings will not prevent the importing of a process but will warn you of some fields that will not come through. This is common with reference fields as their references may not exist between RPM subscriptions, or if the fields are used in Table Fills and such.

Check the warnings and make note of them or take a screenshot as they might explain why some fields won't come over. 

Click Finish and you will have your new/copied process!