How to Transform a Tree into a Routine

Convert your trees into routines.

Complete the following steps to transform a tree into a routine:

  1. 1. From the Trees window, find the tree you want to convert, then click Actions > Export.
  2. Click Download.
  3. Open the downloaded file in a text editor and make the following changes:
    1. Change the <sourceName> tag content to "-".
    2. Change the <sourceGroup> tag content to "-".
    3. Change the <type> tag content to "Global Routine".
    4. Add the following tag to the file: <definitionId>[routinename_]routine</definitionId> where [routinename] is replaced with a name of your choice. The name must contain only alphanumeric characters and underscores must always end with "routine".
    5. Change the <name> tag content to use a new name.
  4. Save the updated file.
  5. In the Platform's Global Workflow console, click Routines.
  6. Click Import Routine.
  7. Drag and drop the file you want to import into the Import Routine window, or click Browse to search for and select the file.

Example Tree Export

<tree schema_version="1.0">
<sourceName>Kinetic Request CE</sourceName>
<sourceGroup>Forms > services > Exported Tree</sourceGroup>
<type>Tree</type>
<status>Active</status>
<taskTree schema_version="1.0" version="">
    <name>Submitted</name>

Example Modified to a Routine

<tree schema_version="1.0">
<sourceName>-</sourceName>
<sourceGroup>-</sourceGroup>
<definitionId>routine_converted_to_routine</definitionId>
<type>Global Routine</type>
<status>Active</status>
<taskTree builder_version="" schema_version="1.0" version="">
<taskTree schema_version="1.0" version="">
    <name>Converted to Routine</name>