Automation Map

The Automation Map draws the plugin steps, business rules, classic workflows and cloud flows registered on a table as one left-to-right diagram.

What It Shows

For the table you pick, the Automation Map draws:

  • Plugin Steps — Enabled steps registered on the table, grouped by message. The groups are Create, Update, Delete, Retrieve, Associate, SetState and Other.
  • Cloud Flows — Cloud flows that are turned on and registered on the table, grouped under Other. Flows are matched on their primary table, so a flow triggered by a Dataverse event may not appear.
  • Business Rules — Active business rules registered on the table, grouped under Other.
  • Classic Workflows — Active classic workflows registered on the table, grouped under Other.
Automation Map for the Analysis Component table, with plugin steps and business rules grouped under Create, Other and Update and a color legend below the diagram

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

    Pick a table from the Table dropdown. The dropdown holds the tables Cartographer has crawled components for, so add a solution and click Crawl Now in Solution Manager first. If the table has no automations, the page shows No Automations Found instead of an empty diagram.

  3. 3

    View the diagram

    The map reads what is registered on the table right now and draws it from left to right, starting at the table. Business rules, classic workflows and cloud flows sit in the Other group. In this default view, each node shows a name, its type and stage, and a short summary when the component has been crawled, and disabled automations are not drawn.

  4. 4

    Download as SVG

    Click Download as SVG in the toolbar to save the diagram on screen as an SVG file. SVG scales to any size without losing quality. It is the only download format, so there is no PNG or PDF.

The map draws its diagram with the Mermaid library, which your browser loads from cdn.jsdelivr.net. If your network blocks that address, the map cannot draw. The request carries none of your environment data. The privacy policy lists what Cartographer sends to VerseBlocks.

Color Coding

The legend under the diagram uses one color for each automation type:

Plugin Steps— Blue, for SDK message processing steps
Cloud Flows— Purple, for Power Automate cloud flows
Business Rules— Amber, for business rules
Classic Workflows— Gray, for classic workflows
Custom Actions / BPFs— Green, for custom actions and business process flows

Live View and Generate Diagram

The default view is live. When you pick a table, the map reads what is registered on it in your environment right now, so it shows changes made since the last crawl. It reads with your own Dataverse privileges. The button next to the Table dropdown, which reads Generate Diagram and then Regenerate Diagram once a diagram is showing, rebuilds the diagram from the last crawl instead.

A diagram rebuilt from the last crawl is only as current as that crawl. Crawl the solution again in Solution Manager first if you want it to include recent changes.

If a table shows No Automations Found, click Generate Diagram to check the last crawl for that table.

Common Use Cases

  • Onboarding new developers

    Show new team members which plugin steps, business rules, classic workflows and cloud flows are registered on a table before they change it.

  • Debugging unexpected behavior

    When a record update has side effects you did not expect, the map lists the plugin steps, business rules, classic workflows and cloud flows registered on that table, so you know where to look first. Some cloud flows triggered by Dataverse events may not appear.

  • Architecture reviews

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

  • Documentation for stakeholders

    Download the diagram as an SVG file and add it to project documentation or architecture decision records.