Cloud Flow Explorer

An XrmToolBox plugin to search for a keyword across all Cloud Flow (Power Automate) definitions in a Dataverse environment — without opening each flow one by one.

Features

• Loads every Cloud Flow (workflow records with category = 5) from the connected environment.
• Loads only the Cloud Flows belonging to a specific solution, picked from a pop-up list of the environment's solutions.
• Full-text search across the flow name, description, and raw JSON definition (clientdata), with an optional Whole word (exact match) toggle.
• Occurrence navigator: jump between search matches in the JSON viewer with Previous/Next buttons and a live "Occurrence x of y" counter.
• Pretty-printed, syntax-friendly JSON viewer for the selected flow, with matches highlighted and the first/current match auto-scrolled into view.
• Grid view with Name, Description, Status, Owner, Created On and Modified On columns.
• Export to Excel: export the currently displayed flows to an .xlsx workbook.

Installation

From the XrmToolBox Tool Library (recommended)

1. Open XrmToolBox.
2. Open the Tool Library (Ctrl+T).
3. Search for "Cloud Flow Explorer".
4. Click Install and restart XrmToolBox.

Manual build

git clone https://github.com/ygdev992/CloudFlowExplorer.git
cd CloudFlowExplorer
dotnet build --configuration Release
.\deploy.ps1 -Force

Usage

1. Open Cloud Flow Explorer from the XrmToolBox tool list.
2. Connect to a Dataverse environment using the connection button in the toolbar.
3. Click Load Cloud Flows to load every flow in the environment, or Load Flows from Solution to pick a solution from a pop-up list and load only the Cloud Flows it contains.
4. Type a keyword in Search keyword and press Enter (or click Search) to filter flows whose name, description, or JSON definition contains it. Tick Whole word to match the exact word only (e.g. cat won't match category).
5. Select a row to view its pretty-printed JSON definition in the bottom panel, with every match highlighted. Use the ◀ / ▶ buttons above the JSON viewer to jump between occurrences; the counter shows "Occurrence x of y".
6. Click Export to Excel to save the currently displayed flows to an .xlsx workbook.

Reporting a bug

• Easiest: click Report a bug in the plugin toolbar and choose Report via email. It opens a pre-filled email to yg.catapano@outlook.it with your plugin, XrmToolBox and OS versions.
• If your default mail handler is a browser (so the draft is lost), use Copy email address and details and paste it into any mail app or webmail.
• Or choose Report on GitHub (free GitHub account required), or open a new issue manually.
• Describe the steps to reproduce and attach a screenshot or the error message. Do not include secrets or confidential flow content.

Development

• Target framework: .NET Framework 4.8 (matches the XrmToolBox host application).
• Built on XrmToolBoxPackage + MscrmTools.Xrm.Connection for connection management, Microsoft.CrmSdk.* for the Dataverse SDK types, and ClosedXML for the Excel export feature.
• Packaging: the published NuGet package places third-party dependencies (ClosedXML and its transitive assemblies) in a Plugins\CloudFlowExplorer\ subfolder rather than alongside the plugin DLL, as required by the XrmToolBox Tool Library. They're resolved at runtime via an AssemblyResolve handler in CloudFlowExplorerPlugin's constructor — see CloudFlowExplorer.nuspec for the full file mapping.
• build.ps1 — restores and builds the plugin.
• deploy.ps1 -Force — builds and copies the plugin into your local XrmToolBox Plugins folder (closing XrmToolBox first if needed).

License

MIT