Documenting Flows

[Charles-v-D]

Hello all,

I have desigend a rather large flow (at least I think it is large; 60+ actions) and would like to document this flow as it is part of our business process. Are there tools that can help me with this?

I was thinking about MS Visio but have not been able to export my flow and read them into Visio

Please share your thoughts & idea's? 

Thank you

Regards

Charles

[RobElliott]

Unfortunately there are currently no apps or methods for documenting flows. Ther eare a couple of uservoice requests for this, for example https://powerusers.microsoft.com/t5/Flow-Ideas/Print-or-copy-Flow-steps-for-documentation/idi-p/2040...

Rob
Los Gallardos

[Brad_Groux]

With Visio Online Plan 2 you can Design a Flow in Visio and export it to Flow. Also Power Platforms Admin Center at admin.powerplatform.microsoft.com also provides some insights with more slated for the future. 

Taking large, full-page screenshots is also helpful too. I use the Full Page Screen Capture browser extension, and document my Flows in OneNote. You can also export a Flow to JSON or a ZIP and use the Flow Management Connector. 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

[v-yamao-msft · Accepted solution]

Hi @Charles-v-D ,

You could consider export you flow as a package and when needed import it into a different environment:

https://flow.microsoft.com/en-us/blog/import-export-bap-packages/

Besides, you could also make a copy of your flow to maintain a draft of your working flow as you work on adding more functionality:

https://flow.microsoft.com/en-us/blog/make-a-copy/

Best regards,

Mabel

[David-]

I was searching the forums to see what others are doing regarding documentation and came across this post. I found a solution called PowerDocu that Rene Modery built and published in GitHub that automates the documentation of a flow, solution or Power App. You export it as a package, then run his application on the ZIP file and it automatically generates a diagram of the flow and a Word file with all details. You can find details at modery/PowerDocu: Generate technical documentation from your existing Power Automate Flows and Power...

He also has a YouTube video where he demos his solution at Automatically generate technical documentation of your Power Apps and Power Automate Flows - YouTube.

• I have not used it, but has anyone else?
• Do you find documentation useful or a waste of time?
• Have you found any other solutions for documenting your flow?

Kind regards,

David

[MikeInCairns]

Bloody brilliant.  Using it for PowerAutomate documentation.

Thanks Rene Modery