---
title: "Add processes"
slug: "add-processes"
description: "Learn how to define and manage business processes in D365 F&SCM, including adding flows and categorizing for training, security, and more."
tags: ["Task", "RapidValue", "RV"]
updated: 2026-03-20T13:47:23Z
published: 2026-03-20T17:46:41Z
canonical: "docs.staedean.com/add-processes"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add processes

Use a business process of type Process to define the process and the related flow to be done.

Add a business process of type Process to these types of business processes:

- Phase
- Group
- Process
- Supporting processes

### Steps

1. Click **Business process modeling**.
2. Click the **Business processes** tab.
3. Click **Edit hierarchy**.
4. Sub-task: Add new process.
  1. In the tree, select 'a node'.
  2. Click **New**.
  3. In the **Name** field, type a value.
  4. In the **Type** field, select '**Process**'.
  5. You can change the default area.

In the **Area** field, enter or select a value.
  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.
  7. For each business process, you can define to which categories it belongs. You can use business process categories to:

In the **Category** field, enter or select a value.
    1. Publish a subset of business processes to a business process library in Lifecycle Services.
    2. Record or play task guides in another D365 F&SCM environment. On a category, you can define a connection to another D365 F&SCM environment.
  8. In the **Description** field, you can type a value.
  9. Click **OK**.
5. Sub-task: Add process for existing flow.
  1. In the tree, select 'a node'.
  2. Click **New**.
  3. Click the **Flow** tab.
  4. You can add one or more existing flows to the business process hierarchy. You can select any flow that belongs to the current solution or its referenced solutions. As a result, for each selected flow, a node is added of type **Process** and with the flow name.

In the list, find and select the desired flows.
  5. Click **OK**.

> [!NOTE]
> **Notes**
> 
> - If you use sub-flows in a flow, you can consider to add these sub-flows as child business processes to the business process hierarchy.
> - 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

- [Design business process hierarchy](/design-business-process-hierarchy.md)