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I want to save a list workflow as template so that I may use it for another list, is it possible to do it in sharepoint online?

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You have two option to save/ backup your workflow as a template:

  1. Save as Template.
  2. Export to Visio.

Save As Template Steps

  • from the above ribbon click on

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  • An informational dialog box appears to let you know the template has been saved to the Site Assets library.

To restore from Save As Template

  • Go to asset library.

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  • Click Export File

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  • Go to your site > Click Site Actions and select Site Settings. > In the Web Design Galleries section > click Solutions.

  • Upload your exported WSP file > Activate it.

  • Go back to Site Actions group, click Manage site features. > activate its feature.

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For more details check Ref

Regarding Second option Export to visio.

If you have Visio,from SharePoint designer , Try to export your workflow to Visio by following the mentioned steps below :

  • Open SharePoint Designer.
  • click on your completed List Workflow.
  • Click on “Save” and “Publish” for the completed List Workflow.
  • Next, click on “Export to Visio”. Save the file as CompletedWorkflow.vwi or any preferred name.

To restore workflow template to the another site:

  • create a new “similar” list on the current site or on a new site collection.
  • click on this new list and then click on “List Workflow” to create a new workflow for this new list.
  • Please make sure that you do not add any workflow steps!
  • Click on “Save” and “Publish” for this empty List Workflow.
  • Then, click on “Export to Visio” and save this as EmptyWorkflow.vwi or any preferred name.

  • Rename both the vwi files by adding “.zip” extension. The files should be CompletedWorkflow.vwi.zip and EmptyWorkflow.vwi.zip.

  • The objective is to replace the “workflow.xoml.wfconfig.xml” file from the EmptyWorkflow.vwi.zip into the CompletedWorkflow.vwi.zip.
  • It is likely that you cannot replace it directly. Copy the file out to the desktop and then copy the file into the other zipped folder.
  • Remove the “.zip” extension from the CompletedWorkflow.vwi.
  • With this, we have a working importable Visio List Workflow.
  • Back in the SharePoint Designer , close all the workflow tabs.
  • Click on the “Import from Visio” and select the CompletedWorkflow.vwi.

For more details check Ref

Note:

I agree with Susan comment, both of the above methods are valid in case the another list has the same column names and parameters as the original list!

  • 2
    both of your methods are valid as long as column names and parameters are the same in the original list and the following ones? – susan Apr 6 '17 at 13:20
  • Thank you @susan for your valuable comment, I totally agree, I have updated my answer to focus on your hint! – Mohamed El-Qassas MVP Apr 6 '17 at 13:27

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