1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Activities

Generate module
RapidValue task

Use a module to train, for example, a functional area or a phase in your business processes. Examples: procurement or implementation.

You can generate a module based on a selected part of a business process hierarchy.
The business process type defines the type of the module element that is created in the module hierarchy:
  • The selected business process, whatever the type = Module
  • Phase, Group = Topic
  • Process, Scenario, Activity = Lesson
If you generate a module, also exercises are generated for the created module hierarchy. If a flow is assigned to a business process, the exercise is based on this flow.
If an exercise is generated, these actions are done:
  1. The exercise is created.
  2. The exercise is assigned to the related business process.
  3. The business process exercise is assigned to the relevant module element.


Standard procedure

1. Click Business process training.
2. Click the Business processes tab.
3. Select the business process based on which you want to generate a module.
  In the tree, select 'a business process'.
4. Click Generate module.
5. The default module name is the name of the selected business process in the hierarchy. You can change this name as desired.
  In the Module field, type a value.
6. You can generate a module based on only the selected business process or also the business processes beneath it.
  Select Yes in the Generate topics and lessons for the children of the selected business process field.
7. Define for which business processes an exercise is created. You can select one of these options:
- With a flow: exercises are only created for business processes with a flow.
- Without a flow: exercises are only created for business processes without a flow.
- Always: exercises are created for all business processes that are used to generate the module.
  In the Create exercise for business processes field, select an option.
8. You can filter the business processes to be added to the generated module. Only the business processes that meet the filter conditions are added to the module.
You can use an existing filter or create a filter. To create a filter, click New. Fill in the fields on the General tab, define the conditions on the Conditions tab, and close the page.
  Select Yes in the Use filter field.
 

Note: You can only use filtering if it is initialized.
9. In the list, find and select the desired filter.
 

Note: You can apply only one filter.
10. Click OK.

Notes

  • A business process of type Value chain or Supporting process is always positioned at the highest level in the business process hierarchy. Therefore, these types always result in a module element of type Module.
  • When you edit the generated module hierarchy, you can change the module element type if it is topic or lesson.

Related to Notes

Create and design exercises

 		 

Create and design modules

 		 

See also

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