1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Modeling
  4. Process modeling
  5. Model flows

Define flows

Define the flows that are related to the business processes in the business process hierarchy. A flow is a detailed description of how to do a process.


Solution designer Solution designer Assign and design new flow Assign and design new flow If no flow at all exists for the selected business process, you can create and assign a flow and start the flow designer in one go. As a result, both a process and a flow are created and assigned to the selected business process. The type of the created process is defined by the type of the selected business process. The process type defines the flow design options. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. In the tree, select 'a node'. 5. Click Design. 6. Close the page. 7. Click OK. 8. Close the page. Notes Scenario: Already one or more flows exist for the selected business process which aren't assigned. If you click Design, the first existing flow is assigned, and the flow designer is opened for this flow. Assign new flow Assign new flow You can create a flow and directly assign it to a business process in the business process hierarchy on the Business processes form. As a result, both a process and a flow are created and assigned to the selected business process. The type of the created process is defined by the type of the selected business process. The process type defines the flow design options.You can use this option if you want to assign a new flow while already a flow is assigned or if you want to only assign and not yet design a new flow. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Click the Flow tab. 5. Click Assign to open the drop dialog. 6. Click the New tab. 7. In the Flow field, type a value. 8. Click OK. 9. Close the page. Create flow Create flow You can create a flow centrally and, at another time, assign it to a business process in the business processes hierarchy or use it as sub-flow in another flow. Procedure 1. Click Business process modeling. 2. Click Flows. 3. Click New to open the drop dialog. 4. In the Flow field, type a value. 5. Click OK. 6. Close the page. Notes You can only create a flow for an existing process. Start Start Copy existing flow Copy existing flow You can create a copy of an existing flow and, at another time, assign it to a business process in the business processes hierarchy or use it as sub-flow in another flow. Procedure 1. Click Business process modeling. 2. Click Flows. 3. Click New to open the drop dialog. 4. Click the Copy tab. 5. In the Process field, enter or select a value. 6. In the Flow field, type a value. 7. Click OK. 8. Close the page. Assign existing flow Assign existing flow You can assign an existing flow to a business process in the business process hierarchy. As a result, both the flow and the related process are assigned to the selected business process. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Click the Flow tab. 5. Click Assign to open the drop dialog. 6. Select Yes in the Show all flows field. 7. In the list, find and select the desired record. 8. Click OK. 9. Click Save. 10. Close the page. Notes When you assign an existing flow to a business process, these scenarios can occur: It is the first time you assign a flow to the business process: On the dialog, on the Existing tab, all flows are shown that belong to the current solution or its referenced solutions. A flow is already assigned to the business process: Which flows are shown on the dialog, on the Existing tab is defined by the Show all flows toggle button. If it is set to: No, only the flows are shown that belong to the process that is currently assigned to the selected business process. Yes, all flows are shown that belong to the current solution or its referenced solutions. Assign copy of assigned flow Assign copy of assigned flow You can create a copy of the flow that is currently assigned to the selected business process. The currently assigned flow is the flow that is defined on the Business processes form, in the Process section, in the Flow field. Once created, the flow copy is directly assigned to the selected business process. So, the flow copy replaces the originally assigned flow for the selected business process. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. Click the Flow tab. 5. Click Assign to open the drop dialog. 6. Click the New tab. 7. In the Flow field, type a value. 8. In the Action field, select an option. 9. Click OK. 10. Click Save. 11. Close the page. Notes If no flow is assigned to the selected node (that is: on the Business processes form, in the Process section, the Flow field is empty), you cannot create a copy. The flow copy that you create is always linked to the same process as the original flow. End End

Activities

Name Responsible Description

Assign and design new flow

Solution designer

 		If no flow at all exists for the selected business process, you can create and assign a flow and start the flow designer in one go.
As a result, both a process and a flow are created and assigned to the selected business process. The type of the created process is defined by the type of the selected business process. The process type defines the flow design options.

Assign new flow

Solution designer

You can create a flow and directly assign it to a business process in the business process hierarchy on the Business processes form.

As a result, both a process and a flow are created and assigned to the selected business process. The type of the created process is defined by the type of the selected business process. The process type defines the flow design options.

You can use this option if you want to assign a new flow while already a flow is assigned or if you want to only assign and not yet design a new flow.

Create flow

Solution designer

You can create a flow centrally and, at another time, assign it to a business process in the business processes hierarchy or use it as sub-flow in another flow.

Copy existing flow

Solution designer

 		You can create a copy of an existing flow and, at another time, assign it to a business process in the business processes hierarchy or use it as sub-flow in another flow.

Assign existing flow

Solution designer

You can assign an existing flow to a business process in the business process hierarchy.

As a result, both the flow and the related process are assigned to the selected business process.

Assign copy of assigned flow

Solution designer

You can create a copy of the flow that is currently assigned to the selected business process. The currently assigned flow is the flow that is defined on the Business processes form, in the Process section, in the Flow field.

Once created, the flow copy is directly assigned to the selected business process. So, the flow copy replaces the originally assigned flow for the selected business process.

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