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Enable generation of a form/flow definition document as record to allow repeatability

As part of the governance we are recording the Form/Flow definitions/schemes and parameters. This allow preservation of the defined Form/flow and repeatability to recreate in another project if needed.

It would be useful to enable automatic generation of such report e.g.:

for a transition:

  • Name

  • From state to state

  • Who can transition

  • Notifications set

  • Binding assignments set

  • Restrictions set

  • Approvals required

  • conditions set

  • Kiril Tasev
  • Dec 21 2022
  • Shipped
  • Sarah Albee commented
    May 16, 2023 22:38

    We are considering the creation of an excel export for Scripts. The scripts export would have three tabs: ScriptTriggers; ScriptConditions; ScriptActions. Each tab would contain all the settings/values by script name. Please let us know if this type of excel export would be useful. Similar export being designed for workflows.

  • Sarah Albee commented
    May 15, 2023 21:14

    I have started to work on the requirement for this report and I'll update this Idea with my recommendation for your review.