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Back up Business Process

To back up a Business Process, follow the steps below, depending on the Work.AI version you are using.

  1. In the Business Processes list, find the Business Process you want to back up, open the BP definition, and click an instance.

  2. Go to the Packages tab and click New package.

  3. On the displayed page, perform the following actions:

    1. Add a title and (if required) description.

    2. In the Target Version box, choose the BP version you want to save.

    3. Click Save. After that, you get a message about the BP package created successfully, and an appropriate record appears in the table on the Packages tab.

  4. Click Download to save the package to your machine.

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One of the cases when you might need to back up a Business Process is to prevent its deletion during the out-of-the-box data purge. All BPs that have not been run for a defined purging period (90 days by default or any defined custom period) are removed automatically upon expiration of the period.

To restore the backed-up Business Process, import the backup package to your Control Tower instance as described in the guide.