CRM Workflow, Function Template MetaData Report
Turn CRM meta-data into .json and .csv files
- Workflows
- Tasks
- Field Updates
- Functions
- Templates
Benefits
- Quickly find where fields are used
- More complete backup (this information is not in a Zoho backup)
- Debugging to find which template an email came from
- Version control
- Faster way to find fields trigger and multiple conditions within Workflows
- Documenting a system