Problem Statement:
In situations where users need to replicate a process from one company to another or one environment to the other, they are faced with the challenge of identifying and individually migrating the dependencies associated with a given form. These dependencies can encompass workflows, alarms, configured reports, templates, and more. Currently, the migration is achieved through Postman on a case-by-case basis.
Solution Approach for Process Migration:
  1. 1.
    Select the Desired Form: Initiate the migration process by choosing the form you wish to migrate.
  2. 2.
    Identify Dependencies: Use the GET metadata API to retrieve comprehensive information about the form's dependencies.
  3. 3.
    Execute Migration: Employ a single POST API call to migrate the data. This includes the main form, its dependent forms, workflows, alarms, reports, templates, and other associated components required to maintain the process's functionality.