Customisation Export

The customisation export feature provides option to export a range of system information into an Excel spreadsheet including

  • Table, column & option set metadata
  • Installed solutions
  • Configured workflows
  • Plugin types and SDK message processing steps
  • Security roles, user, and team information

The feature is mostly used for exporting column and option information into Excel so it can be search & filtered for specific information, documented, or sent as required to end users

An example Excel output from this process is shown below