CSV file structure

CSV Export Structure

Tallyfy’s CSV export provides a comprehensive flat-file representation of process data. Each CSV file contains 45 columns that capture the complete state of a process, its tasks, form fields, and comments.

Accessing CSV Exports

You can export a CSV file for any process by:

1. Opening the process
2. Clicking Settings in the top right corner
3. Scrolling to the bottom of the settings panel
4. Clicking Export CSV

Data Organization

The CSV format presents hierarchical process data in a flattened structure. Each row represents a specific element within the process (task, form field, or comment), with columns providing detailed attributes.

For Tallyfy Analytics customers, this same CSV structure forms the basis for the parquet files used in Amazon Athena for business intelligence integration.

Column Categories

The 45 columns are organized into logical groupings:

Blueprint and Process Information (Columns 1-12)

Column	Description	Data Type
blueprint_id	Unique identifier for the blueprint template	String
blueprint_name	Name of the blueprint used	String
blueprint_version	Version number of the blueprint	Integer (as String)
process_id	Unique identifier for the specific process instance	String
process_name	Name of the process instance	String
process_tag	Tags assigned to the process	String (comma-separated)
process_owner	Name of the process owner	String
process_owner_id	Member ID of the process owner	Integer (as String)
total_tasks_in_process	Total number of tasks in the process	Integer (as String)
tasks_completed	Number of completed tasks	Integer (as String)
process_status	Current status: active, problem, or complete	String
process_last_modified	Date/time of last process modification	Timestamp

Task Identification (Columns 13-23)

Column	Description	Data Type
type	Data type in this row: kick_off_task, process_task, process_task_data, or process_task_comment	String
has_form_fields	Whether the task has form fields (Yes/No)	String
kick_off_task_id	Identifier for the kickoff task	String
kick_off_task_name	Name of the kickoff task	String
process_task_id	Identifier for the specific task instance	String
process_task_status	Whether the task is shown or hidden by rules	String
process_task_name	Name of the task	String
process_task_alias	Stable identifier for comparing the same task across different processes	String
process_task_data_id	Identifier for a form field	String
process_task_data_name	Name of the task containing the form field	String
process_task_comment_id	Identifier for a comment	String

Assignment and Completion (Columns 24-32)

Column	Description	Data Type
user_assigned	Names of assigned users (includes “GROUP - Group Name” format for groups)	String
assigned_user_id	IDs of assigned users	String
guest_assigned	Email address of assigned guests	String
total_users_assigned	Number of users assigned	Integer (as String)
total_guests_assigned	Number of guests assigned	Integer (as String)
total_assignees	Total number of people assigned	Integer (as String)
completed_by	ID of member or guest who completed the task	Integer (as String)
assigned_or_shown_on	Date when the task became visible/assigned	Timestamp
due_by	Task deadline	Timestamp

Form Field Information (Columns 33-36)

Column	Description	Data Type
no_of_form_fields	Number of form fields in the task	Integer (as String)
form_field_type	Type of form field: text, multiselect, textarea, radio, dropdown, date, file	String
question_in_form_field	Question text from the form field	String
answer_in_form_field	Member’s or guest’s response to the form field	String

Comments and Issues (Columns 37-45)

Column	Description	Data Type
issue_reported	Whether this comment reported an issue	String
no_of_issue_reported	Total issues reported on this task	Integer (as String)
issue_resolved	Whether this issue was resolved	String
no_of_issue_resolved	Total resolved issues on this task	Integer (as String)
total_comments	Number of non-issue comments on this task	Integer (as String)
comment	Text of the comment	String
last_modified	When this data row was last updated	Timestamp
completed_on	When the task was completed	Timestamp

Working with Dates in BI Tools

When using this data in business intelligence tools through Tallyfy Analytics, be aware that date fields may require transformation in your SQL queries. Amazon Athena uses Presto SQL, which has specific date handling functions that differ from other SQL dialects.

Example CSV Export

Below is a sample of how the CSV export appears when opened in a spreadsheet application:

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