Sunday, May 25, 2008 9:37 PM
Have created a few workflows using the Workflow Manager. How do I print out the workflows for reference?
Also, on screen customizations, how do I print OnSave and OnLoad? other than copy/paste
Monday, May 26, 2008 12:05 AMModerator
Regarding workflows, my suggestion is to use clear step descriptions (in 4.0), then you can use IE's regular print command to print them out.
Regarding the OnSave, OnLoad and OnChange events, I use the free Microsoft CRM Documentation Generator available from here: http://www.codeplex.com/CRMDocumentation
It was built for 3.0, but it also works with 4.0.
When you install it, it will add a button to Excel where you can load your xml customization file, then you can click a button to document entity configurations, another button to document scripts (like onload and onsave), and a third to document picklist values.
Each entity will populate to a new workbook tab, so it is very easy to use.
Monday, May 26, 2008 10:43 AMModerator
here is article how to add audit using workflow
you can use same logic and develop things for your scripts
Monday, May 26, 2008 10:49 AMModerator