Flow documentation snapshot

Flow snapshot automatically generates a Word document containing all the content from a flow definition.

Flow snapshot gives you a graphical view of the flow structure, where you can see all flow steps and parallel steps.
The information listed below is captured in the document:

From flow	From steps	From questions	From business rules
1. Flow name 2. List of the business rules’ names	1. Step category 2. Default owner 3. Step description 4. Name of the starting rules 5. Name of the completing rules 6. List of the business rules’ names	1. Question type 2. Description 3. If required 4. List of the business rules’ names	1. Type 2. Event (loaded, starting, completing or updated) 3. If enabled 4. Conditions 5. Rule action settings (only shows for hide/show question rules or steps rules)

Note: email and document templates associated with the flow are not included in the snapshot document.

Access flow snapshot

Select the flow you want to generate a snapshot for, and click “Flow Snapshot” from the ribbon.