Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Custom Processes can be exported out of FYI, allowing practices to download a copy of the process from their platform. This is commonly used when a practice shares a process within their network of practices, or when practices are merging and automations need to be moved from one FYI platform to another.
When exported, a .zip file is created. This .zip file contains the exported process and related configuration, for example, templates, custom fields and views.
Note: Automation Processes using Client - Select Filters can not be exported.
Exporting Custom Processes
Custom Processes can be exported individually or in bulk from the Automation - Processes list.
When processes are exported, FYI downloads a .zip file. The name and contents of the .zip file depend on whether a single or multiple processes are exported:
- Single process: A .zip file will be downloaded named after the exported process.
- Multiple processes: FYI combines the selected processes into a single .zip file. The file will be named after one of the automations included in the export.
To export custom processes:
- From Automations - Processes, display the List View.
- Select the Process(es) that you want to export by ticking them in the List View. A toolbar will be displayed at the top of the List.
Tip: Right-click on the Process to display the toolbar as a pop-up. - Click Export.
- A message displays to show the progress of the export.
- The Custom Processes are downloaded as .zip files.
Tip: The zip files are usually downloaded to your Windows Downloads folder, but this may be to a different folder if your browser has been configured with a different default download directory.
Exported Fields
When a Custom Process is exported, certain fields and components are retained. Using the Automation Import Wizard this allows these fields and components to be mapped back into an FYI platform.
| Exported Field | Details |
| Custom Fields |
Custom fields are included in exported processes that contain one or more of the following:
Note: For practices on the Elite plan, Custom Fields used in Forms are not exported. |
| Views |
Process Filter views are exported. The exported view retains:
Note: Views are also exported when used in and Excel Report step. |
| Templates | Document Templates are exported when they are selected in an automation step that uses a template. For example, Create Word or Create Email step. |
| Task Templates |
Task Templates are exported when they are selected in a Create Task Step. The exported template retains:
Note: The Assignee details are retained when the assignee is selected as Partner or Manager. |
| Job States |
Job States are included in exported processes that contain one or more of the following:
When imported, the wizard will attempt to match to an existing Job State name. Note: New Job States cannot be created by the import. |
| Job Templates (Elite only) |
The name of a Job Template is exported when they are selected in a Create Job or Update Job step. When imported, the wizard will attempt to match to an existing Job Template name. Note: New Job Templates cannot be created by the import. |
| Disbursement Rates (Elite only) |
The name of a Disbursement Rate is exported when they are selected in a Create Disbursement step. When imported, the wizard will attempt to match to an existing Disbursement name. Note: New Disbursement Rates cannot be created by the import. |