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Form & Workflow Comparison Tools

Written by Jessica Fleming

Updated at July 15th, 2025

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Table of Contents

Overview Navigation Form Comparison Overview Form Comparison Example Workflow Comparison Overview Workflow Comparison Example Result Level Values:

Overview

This tool is intended to easily identify key differences between the Initial and Compare objects to enable easier alignment between a baseline object and a custom/configured object. These two comparison tools will prompt users for an Initial and Compare Object ID, once entered, the form will run a comparison with the Initial object as the primary object, identifying key differences or similarities with the Compare object. 

Navigation

Global Admin > Data Management Tools > Comparison Tools > Form Comparison Tool & Workflow Comparison Tool

Form Comparison Overview

Use this form to compare two forms.  This tool will compare form elements, rule conditions, rule actions, reports, report parameters.  The result level is the highest for the object from all the comparisons made for the item.

This form compares elements based on the input field for each element. If more than one element on a form share the same input value, you may see duplicates comparisons between the multiple elements that share the same input value

The initial form is intended to be the form to be modeled after, the compare form is the form that is being checked for accuracy to the initial form.

Please note - if more than one element on a form uses the same input value, DATANULL for example, the tool will compare that element with all elements that share the input value. For this reason, users may see duplicate comparisons on the tool. To avoid this, please use a unique input value for each element on the form. 

 

Form Comparison Example

Compare FormID 329/Security Organization Setup to FormID 2767/ HMIS Security Organization Setup

We can expect to see several differences outlined in the results. FormID 329 is being used as the Initial Form and FormID 2767 is being used as the Compare Form. 

In this search, the comparison tool shows that the form element using cmZipCodes.ZipCode as the input value is present on both forms and all properties of the element are consistent between both forms. 

Comparatively the tool shows that an element using DATANULL as the input value is present on both forms but the label on the form is different. The tool displays the labels on both the Initial Form and the Compare Form.

If using this tool to guide key updates in the system, an end user could review the difference in the label on the forms and make the updates to the relevant form to ensure they match moving forward. 

 
 

Workflow Comparison Overview

Use this form to compare two workflows.  This tool will compare workflows, workflow steps, workflow actions, and workflow buttons.  The result level is the highest for the object from all the comparisons made for the item.

The initial workflow is intended to be the workflow that the other workflow must be similar to, the compare workflow is the workflow that is being checked for accuracy to the initial workflow.

Workflow Comparison Example

Compare WorkflowID 2321/HMIS 2024 Program Data Assessments to WorkflowID 1218/ HMIS 2014 Program Data Assessments

We can expect to see several differences between the Initial Workflow - WorkflowID 2321 versus the Compare Workflow, WorkflowID 1218

In the search, the Workflow Comparison tool shows the workflow step RHY or Override? is present in both workflows and all properties of the step match.

Comparatively, the tool has identified the Medical Assistance and Editing Assessment steps are present in the Initial Workflow, but not the Compare workflow. 

If using this tool to guide key updates in the system, an end user could review the difference in the steps, determine if they should be present on the Compare Form, removed from the Initial Form, or to make no changes. 

 
 

Result Level Values:

  • High - Present on the Initial Form/Workflow but not present on the Compare Form/Workflow.
  • Medium - Present on both forms/workflows but properties don't match between the Initial and Compare Forms/Workflows.
  • Low - Present on the Compare Form/Workflow but not present on the Initial Form/Workflows.
  • None - Present on both forms/workflows and properties match between the Initial and Compare Forms/Workflows
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