Automation Map

Professional+

The Automation Map gives you a visual overview of every automation running on a specific table — plugins, cloud flows, business rules, and classic workflows — in a single diagram.

What It Shows

For any table in your crawled solutions, the Automation Map generates an interactive Mermaid diagram that displays:

  • Plugin Steps — Pre-validation, pre-operation, and post-operation steps with stage, mode (sync/async), and message (Create, Update, Delete, etc.)
  • Cloud Flows — Automated flows triggered by table events, scheduled flows that query the table, and instant flows that operate on records
  • Business Rules — Client-side and server-side business rules that fire on the table, with their activation status
  • Classic Workflows — Legacy workflows (if any) that fire on table events, including their trigger conditions
Screenshot: Automation Map diagram for the Contact table

How to Use the Automation Map

  1. 1

    Navigate to Automation Map

    In the Cartographer app, click Automation Map in the left sidebar.

  2. 2

    Select a table

    Use the table dropdown to select which table you want to visualize. Only tables that have automations (plugins, flows, business rules) will appear in the list.

  3. 3

    View the diagram

    The Mermaid diagram renders automatically, showing all automations connected to the selected table. The table sits in the center with automations branching out by type and trigger.

  4. 4

    Interact with the diagram

    Hover over any node to see additional details. Click a node to open the component's detail panel where you can view the AI summary and full metadata.

  5. 5

    Download as PNG

    Click the Download button in the toolbar to export the diagram as a PNG image for presentations, documentation, or sharing with your team.

Color Coding

The diagram uses consistent color coding to help you quickly identify automation types:

Plugin Steps— Blue nodes for SDK message processing steps
Cloud Flows— Purple nodes for Power Automate cloud flows
Business Rules— Amber nodes for client-side and server-side business rules
Classic Workflows— Green nodes for legacy Dataverse workflows
Disabled / Inactive— Red border for automations that are currently disabled

Diagram Caching

Automation Maps are cached per table per solution in the Entity Diagram table. When you first view a table's automation map, the Mermaid diagram code is generated and stored. Subsequent views load instantly from cache.

The cache is automatically invalidated when you re-crawl a solution, ensuring diagrams always reflect the latest state of your environment.

If you notice an automation map is outdated, re-crawl the solution to refresh the diagram cache. You can also manually regenerate a specific diagram by clicking the Refresh button in the toolbar.

Common Use Cases

  • Onboarding new developers

    Show new team members exactly what automations fire on each table. No more "I didn't know that plugin existed" moments.

  • Debugging unexpected behavior

    When a record update triggers unexpected side effects, the automation map shows every piece of code that fires on that table.

  • Architecture reviews

    During code reviews or architecture assessments, use the map to evaluate automation density and identify over-automated tables.

  • Documentation for stakeholders

    Export the diagram as PNG and include it in project documentation, architecture decision records, or client deliverables.