Reviewing and exporting workflow contents

Use workflow Review mode to audit workflow contents in a table.

Review mode helps you check what is in a workflow without moving through it as a participant.

note

Review mode is different from a routing Review outcome. Review mode audits workflow contents. A routing Review outcome means a participant answer needs human review before the workflow can continue.

Review workflow contents

1. Go to Setup > Workflows.
2. Locate the workflow row, click ⋮ (vertical dots) to open the menu.
3. Select Review mode.
4. Search the table to find specific pages, items, or text.
5. Group the table when you need to review related items together.
6. Check the workflow contents.

Review mode can include:

• order
• page
• item type
• question type
• participant text
• description
• choices
• required state
• usage

Copy or export review data

1. Go to Setup > Workflows.
2. Locate the workflow row, click ⋮ (vertical dots) to open the menu.
3. Select Review mode.
4. Filter, search, or group the table as needed.
5. Copy the review data, or download it as CSV.
6. Choose whether to remove HTML from exported descriptions.

Remove HTML from exported descriptions when the CSV needs to be reviewed in a spreadsheet or shared with people who only need the readable text.

Keep HTML when you need to inspect formatting or links stored in the description.