Use a business process of type Activity to add an activity directly to the business process hierarchy.
Add a business process of type Activity to a business process of type Process.
1. | Click Business process modeling. |
2. | Click the Business processes tab. |
3. | Click Edit hierarchy. |
4. | Sub-task: Add new activity. |
4.1 | In the tree, select 'a node of type Process'. |
4.2 | Click New. |
4.3 | In the Name field, type a value. |
4.4 | In the Type field, select 'Activity'. |
4.5 | You can change the default area. |
  | In the Area field, enter or select a value. |
4.6 | You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security. For each business process, you can define to which categories it belongs. You can use business process categories to: - Publish a subset of business processes to a business process library in Lifecycle Services. - Record or play task guides in another D365 FO environment. On a category, you can define a connection to another D365 FO environment. |
  | In the Category field, enter or select a value. |
4.7 | In the Description field, you can type a value. |
4.8 | Click OK. |
5. | Sub-task: Add existing activity. |
5.1 | In the tree, select 'a node of type Process'. |
5.2 | Click New. |
5.3 | Click the Activity tab. |
5.4 | You can add existing activities to the business process hierarchy. You can select any activity that belongs to the current solution or its referenced solutions. As a result, for each selected activity, a node is added of type Activity and with the activity name. |
  | In the list, find and select the desired activities. |
5.5 | Click OK. |
You can also cut/copy and paste a business process. To do so, select a business process and in the Hierarchy pane, click Tools, Cut or Copy. Select another business process and click Tools, Paste.
Related to | Notes |
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Design business process hierarchy |
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