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Download Workflow in text format?

Posted on by 5

Hi All ,

Is there a way to download a workflow, in text format ?  Even XML or JSON format would be more convenient.  The current view is basically a point-and-click form, in the right bottom, grey section.  This is not a very convenient form for documentation, at the very least.  It's not even easily printed when the workflow is long and complex.

So how can I download the metadata in a text format?

pastedimage1659561327099v1.jpeg 

  • Ray Profile Picture
    Ray 1,494 on at
    RE: Download Workflow in text format?

    1. copy the workflow id from url

    pastedimage1659677921457v2.png

    the id is "AAF8D234-9DD5-4DF6-A1E4-D055BF0953BE", "%7b" means "{" ; "%7d" means "}".

    2. use id to retrieve workflow record by API, url should like: "https://YourCrmDomain/api/data/v9.0/workflows(id)",  in this example the url is "https://YourCrmDomain/api/data/v9.0/workflows(AAF8D234-9DD5-4DF6-A1E4-D055BF0953BE)", you can open the url in browser.

    pastedimage1659678748307v3.png

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