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Export Designer Configuration

Overview

Welkin Designer allows you to export your current configuration as a file. This export is useful for backup purposes, auditing changes, or comparing configurations across environments.

Exporting Your Configuration

  1. Log in to the Welkin Designer

  2. In the top navigation or settings menu, click Export Configuration

  3. The configuration will be packaged and downloaded as a file (typically JSON or ZIP format)

  4. Save the file to a secure location

The export captures your current published configuration including:

  • CDT definitions

  • Assessment templates

  • Automation rules

  • Program and phase structures

  • Navigation layouts

  • Security policies

  • Communication templates

Using the Export

The exported configuration can be used to:

  • Audit changes – compare exports from different dates to understand what changed

  • Backup – retain a snapshot of your configuration before making major changes

  • Documentation – review the full configuration in a structured format

Importing Configuration

Welkin does not currently support importing a configuration file directly through the Designer UI. Configuration changes must be made through the Designer interface. Contact Welkin support for guidance on environment migrations or configuration transfers.

Version History

For tracking changes within Designer, see Change Summary and Version History.

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