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.
Standard 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.