I have created and developed a list along with 2 custom forms and a few SPD workflows in O365 site. I want to move these changes to the production site.What is the best and recommended way of doing this?


1 Answer 1


To Move a list with its related workflow in SharePoint online, you should try one of the below options:

  1. Using a 3rd party tool like ShareGate, Metalogix or HarePoint
  2. Using Save list as template and Save Workflow as Template
  3. Recreating the workflows manually by

    • Opening the SharePoint designer in both source and destination site
    • Create your list workflow, In source workflow Select All Steps and move it to the destination workflow.

Save Workflow as a template Steps

  • Open SharePoint Designer, Open Your site.
  • Connect to your SharePoint online account.
  • Go to Workflow > click on your workflow that you need to move.
  • From the above ribbon click on Save as Template

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  • The template should be saved to the Site Assets library.
  • Now you have a template from a workflow.

To restore from Save As Template

  • Go to Site Asset library.

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  • Click Export File.

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  • Go to your destination 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

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