Export an automation
AI summary
Export one or more automations as a file to share them between Workspaces or Environments. You need the Export Automation Schema permission.
Export an automation as a file to share it between WorkspacesWorkspaceA Workspace is the top-level container in Rencore Governance. It holds the settings, users, roles and connected apps for exactly one Environment, the connected Microsoft 365 tenant.Read more or EnvironmentsEnvironmentAn Environment is the connected Microsoft 365 tenant inside a Workspace.Read more. You can export one automation or several at once.
Before you begin
- Your Rencore role includes the Export Automation Schema permission. Owner, Admin and Contributor have it. See Rencore roles.
Steps
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Click AutomationAutomationAn automation is a workflow Rencore Governance runs on inventory objects when a trigger fires.Read more.
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Go to the automation you want to export.
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Click the Action menu.
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Select Export automation.

Export several automations
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Tick the box on the left of each automation you want to export.
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Click Export at the top of the data gridDatagridA datagrid is the table view Rencore Governance uses for lists of items, such as the objects of an inventory or the violations of a policy.Read more.

What you see
Your browser downloads a .automation file (a .json file). You can share this file and import it into Rencore Governance.
Frequently asked questions
Which Rencore role permission do I need to export an automation?
You need a Rencore role that includes the Export Automation Schema permission. Owner, Admin and Contributor have it.
How do I export several automations at once?
Click Automation, tick the box on the left of each automation you want to export, then click Export at the top of the data grid.
What file do I get when I export an automation?
Your browser downloads a .automation file, which is a .json file. You can share this file and import it into Rencore Governance, for example to move an automation between Workspaces or Environments.
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