Process Details (Analyze/ALC)
When you select a process in Blueprint, the Process Details view opens β a dedicated workspace for understanding, optimizing, validating, and managing that individual process. Everything from its structure and quality posture to its test results and run history is accessible from here.
The Actions dropdown in the top right is available from any tab within the process view:
- Create Specification β exports a summary of the process as a PDF or Word document, similar to a PDD or SDD; select which sections to include and reorder as needed
- Export Reports β exports any table from the current process view; a job is submitted and the report is available to download from the Jobs page once complete
- See Flow in PAD (π΅ALC Only) β for Flows imported from Dataverse, opens the current PAD Flow directly in Power Automate Desktop
- Add to Agent (π΅ALC Only) β makes the current PAD Flow available to Copilot Agents to perform work; see Adding PAD Flows to Copilot Agentsο»Ώ.
Process Details is organized into four groups:
- ο»ΏUnderstandο»Ώ
Explore the structure, composition, and characteristics of the process β what it does, what applications it touches, and how it's built.
- ο»ΏOptimizeο»Ώ
Identify opportunities to improve the process β quality violations, reuse and cloudability opportunities, and direct code edits.
- ο»ΏValidateο»Ώ
Review and test the process to confirm it meets quality and business standards before deployment or migration.
- ο»ΏIntegrateο»Ώ
Configure the process for use with external AI agents, including Copilot and Salesforce.