How to Transform a Tree into a Routine

Kinetic Task Trees can be converted to Routines. This process requires the Tree to be exported, modified in a text editor, and re-imported into Kinetic Task.

Steps

1. Navigate to the details of the Tree to be converted
2. Export the Tree

3. Open in a text editor
4. Modify <sourceName> tag content to "-"
5. Modify <sourceGroup> tag content to "-"
6. Modify <type> tag content to "Global Routine"
7. Add <definitionId> content (Append with "routine" and may only contain alphanumeric and underscore characters)
8. Modify <taskTree> <name> content to a new name
9. Save Changes locally
10. Import Routine

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>