Workflow and Solution Mapping

Trish Dillon

Can the automation workflows be exported into a mapping configuration for documentation and recording purposes?

Is there a tool or app that anyone uses for this?

Part of our IT process is documentation, and having a way to explain in a visual mapping of all the sheets, reports, workflows, and dashboard components would be very helpful so then we can easily fix any broken pieces, update any changes, training new members and duplicate for future solutions.

Andrée Starå

Hi @Trish Dillon

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Darren Mullen

@Trish Dillon As Andree said you can't export them.

As far as a tool for mapping, I like Lucidchart.

https://smartsheetguru.com/Lucidchart

Trish Dillon

https://community.smartsheet.com/discussion/comment/377646#Comment_377646

Submitted - https://community.smartsheet.com/discussion/105801/mapping-diagram-export-documentation-of-workflows/p1?new=1

Andrée Starå

@Trish Dillon

Excellent!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Trish Dillon

https://community.smartsheet.com/discussion/comment/377646#Comment_377646

Submitted - https://community.smartsheet.com/discussion/105801/mapping-diagram-export-documentation-of-workflows/p1?new=1