---
title: "Set up categories"
slug: "set-up-categories"
tags: ["Task", "RapidValue", "RV"]
updated: 2026-03-20T13:43:00Z
published: 2026-03-20T17:46:36Z
canonical: "docs.staedean.com/set-up-categories"
---

> ## 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.

# 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 F&SCM environment. On a category, you can define a connection to another D365 F&SCM environment.

### Steps

1. Click **Business process modeling**.
2. Click **Categories**.
3. Click **New**.
4. In the **Category** field, type a meaningful name for the category.
5. If for the category remote task recording is required, define the connection to the remote D365 F&SCM environment.
6. In the **Connection** field, enter or select a value.
7. In the **Description** section, describe the purpose of the category.
8. Close the page.
9. Close the page.

## Related

- [Export business processes to LCS](/export-business-processes-to-lcs-flow.md)
- [Review business definitions](/review-business-definitions.md)