View Workflow Report

Get a summary report of the workflow and settings

Maintaining detailed documentation to support both statutory and management requirements is challenging when the projects and workflows may be dynamic. To help solve this problem, PlaidCloud provides a Workflow level report that provides detailed documentation of workflows, workflow steps, user defined functions, and variables.

The report is generated on-demand and reflects the current state of the workflow. To download the report click on the Report icon in the Workflows hierarchy.

Last modified November 27, 2023 at 12:56 PM EST: Restructured the file structure/a few changes (f6c58b8)