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Export business processes to LCS

You can export a business process hierarchy to a business process library in LCS.

On export to LCS, you can choose to export:
  • The full business process hierarchy.
  • Only a selected part of the business process hierarchy.
  • Only the business processes with a specific category.
The business process library in LCS is structured based on the business process hierarchy and the flow activities, as set up in RapidValue. If a flow activity has a task guide linked to it, this task guide is uploaded as well.


Architect Architect Solution designer Solution designer Define categories for business process Define categories for business process 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. Only the business processes to which the selected categories are linked are published to Lifecycle services. You can do so, for example, to publish the task guides to be delivered in a solution package or to publish the task guides to be used in RSAT. Record or play task guides in another D365 FO environment. You can, for example, maintain your RapidValue solution in a central D365 FO environment and do task recording in another D365 FO environment. For example, task guides to be used for training are recorded in the training environment. On a category, you can define a connection to another D365 FO environment. If you record or play a task guide, and a category with a connection is applicable, the connection 'Internet address' defines which environment is opened. So, you automatically record or play the task guide in the other environment. Procedure 1. Click Business process modeling. 2. Click Business processes. 3. In the tree, select 'the desired business process'. 4. Click Edit. 5. Click the Details tab. 6. Expand the Category section. 7. Click Add. 8. In the Category field, enter or select a value. 9. In the Notes field, type a value. 10. Close the page. Notes If you define, for a business process, several categories with a connection, the first one to defines to which remote environment. Use the Move up and Move down buttons to define the desired category sequence. Set up categories Set up categories 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. Procedure 1. Click Business process modeling. 2. Click Categories. 3. Click New. 4. In the Category field, type a meaningful name for the category. 5. In the Connection field, enter or select a value. 6. In the Description section, describe the purpose of the category. 7. Close the page. 8. Close the page. Start Start Export business processes to LCS Export business processes to LCS You can export a business process hierarchy to a business process library in LCS.On export to LCS, you can choose to export:The full business process hierarchy.Only a selected part of the business process hierarchy.Only the business processes with a specific category.The business process library in LCS is structured based on the business process hierarchy and the flow activities, as set up in RapidValue. If a task guide is linked to a flow activity, this task guide is uploaded as well. When you export business processes to LCS, these rules are applied: Only business processes that are in scope or for which the scope is not specified are published to LCS. Each time you export to LCS, a new business process library is created. So, existing business process libraries stay unchanged.If a flow is assigned to a business process, the flow activities are also published to LCS.If both a flow and a procedure activity are assigned to a business process, only the procedure activity is published. If you have several flows defined for a business process, only the assigned flow is published to LCS. You can have a flow assigned to several business processes or used as sub-flow in several flows. Such a flow is only published once to LCS. For each activity, a process is created in the business process library. If a task guide is linked to the activity, the task guide is uploaded to the business process library process for the activity. Note: A task guide is only uploaded to LCS if the recorded entities are available in the current D365 FO environment. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. In the tree, select 'the desired node'. 4. Click LCS. 5. Click Export business processes. Note: If you are not connected to Lifecycle Services, you get the message ´Connect to Lifecycle Services´. To connect: 1. Authorization must be given to access Lifecycle Services. Click the 'Click here to connect to Lifecycle Services' link on the message. 2. When authorization is successful, close the browser tab, and return to the browser tab where the message is shown. 3. On the message, click OK. 6. In the LCS project field, select an option. 7. In the LCS library name field, type a value. 8. In the Export Options field, select an option. 9. Click Next. 10. Click Finish. Export business processes  with a specific category? Export business processes  with a specific category? End End Yes No

Activities

Name Responsible Description

Define categories for business process
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. Only the business processes to which the selected categories are linked are published to Lifecycle services. You can do so, for example, to publish the task guides to be delivered in a solution package or to publish the task guides to be used in RSAT.
  • Record or play task guides in another D365 FO environment. You can, for example, maintain your RapidValue solution in a central D365 FO environment and do task recording in another D365 FO environment. For example, task guides to be used for training are recorded in the training environment. On a category, you can define a connection to another D365 FO environment. If you record or play a task guide, and a category with a connection is applicable, the connection 'Internet address' defines which environment is opened. So, you automatically record or play the task guide in the other environment.

Set up categories
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.

Export business processes to LCS

Solution designer

 		You can export a business process hierarchy to a business process library in LCS.
On export to LCS, you can choose to export:
  • The full business process hierarchy.
  • Only a selected part of the business process hierarchy.
  • Only the business processes with a specific category.
The business process library in LCS is structured based on the business process hierarchy and the flow activities, as set up in RapidValue. If a task guide is linked to a flow activity, this task guide is uploaded as well.
When you export business processes to LCS, these rules are applied:
  • Only business processes that are in scope or for which the scope is not specified are published to LCS.
  • Each time you export to LCS, a new business process library is created. So, existing business process libraries stay unchanged.
  • If a flow is assigned to a business process, the flow activities are also published to LCS.
  • If both a flow and a procedure activity are assigned to a business process, only the procedure activity is published.
  • If you have several flows defined for a business process, only the assigned flow is published to LCS.
  • You can have a flow assigned to several business processes or used as sub-flow in several flows. Such a flow is only published once to LCS.
  • For each activity, a process is created in the business process library.
  • If a task guide is linked to the activity, the task guide is uploaded to the business process library process for the activity. Note: A task guide is only uploaded to LCS if the recorded entities are available in the current D365 FO environment.

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