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

Define activities

Create activities and define the steps that are required to do the activity.


Solution designer Solution designer Create activity and add to flow Create activity and add to flow If you set up a flow, usually, you first define the things to be done in the process. So, you first add the activities or (sub-)processes. This activity describes how to add a new activity to a flow. If you add an activity to a flow, it is automatically added to the lane for the related role. If, in the flow, no lane is available for the role, a new lane is created. 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. Click Activity. 7. Click the New tab. 8. In the Activity field, type a value. 9. In the Type field, select an option. For example, click Application. 10. In the Application field, enter or select a value. 11. In the Default role field, enter or select a value. 12. Click OK. 13. Click Save. Note: If you have changed the activity text in the flow design, click outside the activity element before you save the flow design. 14. Close the page. Notes You can also open the Flow design page from the: Business process designer pageFlow page Create activity Create activity You can create an activity on the Activity page and later add it to a flow. Procedure 1. Click Business process modeling. 2. Click Activities. 3. Click New to open the drop dialog. 4. In the Activity field, type a value. 5. Click OK. 6. In the list, click the link in the selected row. 7. Close the page. Notes You can also copy an activity on the Activity page. Edit activity Edit activity You can complete the activity settings and description. 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 the Activities tab. 6. In the list, find and select the desired record. 7. Click Edit. 8. Close the page. Notes You can also edit activities from the: Activities page. Flow previews: click an activity on the flow. Flow design page: select an activity and click View details. Start Start Add steps manually Add steps manually You can add activity steps manually. You can also remove steps, move steps up or down, and add images. Be aware: if you have recorded a task guide for the activity, you cannot edit, add, or remove activity steps in RapidValue. 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 the Activities tab. 6. In the list, find and select the desired record. 7. Click Edit. 8. Click the Procedure tab. 9. Click Add step. 10. In the Step field, type a value. 11. Close the page. Notes You can also edit activities from the:Activities page.Flow previews: click an activity on the flow.Flow design page: select an activity and click View details. Add steps with Task recorder Add steps with Task recorder You can record activity steps with the Task recorder. You can add the recorded steps to the activity. On an activity, you cannot change or remove the steps as added by the Task recorder. You can only change the steps in the task recorder and save the changes to the activity in RapidValue.If recording the steps is ready: Stop the task recorder. Click Save to RapidValue.You can also save the task recording from the Task recorder to the Downloads folder on your PC in these ways:Click Save to this PC. As a result, the task recording is saved as an AXTR file.Click Save as developer recording. As a result, the task recording is saved as an XML file.For an activity, you can upload an AXTR file or an XML file from you PC. As a result, of saving a task recording to RapidValue or uploading a task recording to an activity, the recorded steps are saved as activity steps. Note that not only the step descriptions are saved, but also the step titles and notes, if defined.If you added a sub task to the task recording, this is also saved as such to the activity steps.Warning! If already steps are available for an activity and you save or upload a task recording, the existing steps are deleted, and the recorded steps are added. 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 the Activities tab. 6. In the list, find and select the desired record. 7. Click Task guide. 8. Click Record. Notes Only if you record a new task guide for an activity, the activity description is copied automatically to the task guide description. Therefore, you are advised to finish the activity description before you record a new task guide.As the texts in the Task recorder are plain texts, any formatting that you have in the activity description is lost when it is copied to the task guide description. Check the copied description and re-arrange if required. For example, you can 'fake' a bulleted list with '- ' prefixes.You can also edit activities from the:Activities page.Flow previews: click an activity on the flow.Flow design page: select an activity and click View details.From RapidValue you can record and play task guides, either directly within the current environment or in a remote D365 FO environment. Remote task recording can be set up general on solution level or business process-specific using categories. Edit task recording Edit task recording If a task recording is linked to a RapidValue activity, you can edit it as well from the activity.On the Task recorder, you can:Change the name and description of the recording.Add, change, or delete steps.If you are ready making changes to the recording:On the Task recorder, click Done editing.Click Save to RapidValue.You can also save the task recording from the Task recorder to the Downloads folder on your PC in these ways:Click Save to this PC. As a result, the task recording is saved as an AXTR file.Click Save as developer recording. As a result, the task recording is saved as an XML file.For an activity, you can upload an AXTR file or an XML file from you PC. As a result, of saving a task recording to RapidValue or uploading a task recording to an activity, the recorded steps are saved as activity steps. Note that not only the step descriptions are saved, but also the step titles and notes, if defined.If you added a sub task to the task recording, this is also saved as such to the activity steps.Warning! If already steps are available for an activity and you save or upload a task recording, the existing steps are deleted, and the recorded steps are added. 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 the Activities tab. 6. In the list, find and select the desired record. 7. Click Task guide. 8. Click Record. Notes Only if you record a new task guide for an activity, the activity description is copied automatically to the task guide description. Therefore, you are advised to finish the activity description before you record a new task guide.As the texts in the Task recorder are plain texts, any formatting that you have in the activity description is lost when it is copied to the task guide description. Check the copied description and re-arrange if required. For example, you can 'fake' a bulleted list with '- ' prefixes.You can also edit activities from the:Activities page.Flow previews: click an activity on the flow.Flow design page: select an activity and click View details.From RapidValue you can record and play task guides, either directly within the current environment or in a remote D365 FO environment. Remote task recording can be set up general on solution level or business process-specific using categories. End End Where to create  the activity? Where to create  the activity? How to add steps  to an activity? How to add steps  to an activity? Edit  task recording? Edit  task recording? Flow design Setup Manually Record Yes No

Activities

Name Responsible Description

Create activity and add to flow

Solution designer

If you set up a flow, usually, you first define the things to be done in the process. So, you first add the activities or (sub-)processes. This activity describes how to add a new activity to a flow.

If you add an activity to a flow, it is automatically added to the lane for the related role. If, in the flow, no lane is available for the role, a new lane is created.

Create activity

Solution designer

 		You can create an activity on the Activity page and later add it to a flow.

Edit activity

Solution designer

 		You can complete the activity settings and description.

Add steps manually

Solution designer

 		You can add activity steps manually. You can also remove steps, move steps up or down, and add images.
Be aware: if you have recorded a task guide for the activity, you cannot edit, add, or remove activity steps in RapidValue.

Add steps with Task recorder

Solution designer

You can record activity steps with the Task recorder. You can add the recorded steps to the activity. On an activity, you cannot change or remove the steps as added by the Task recorder. You can only change the steps in the task recorder and save the changes to the activity in RapidValue.

If recording the steps is ready:

  1. Stop the task recorder.
  2. Click Save to RapidValue.
You can also save the task recording from the Task recorder to the Downloads folder on your PC in these ways:
  • Click Save to this PC. As a result, the task recording is saved as an AXTR file.
  • Click Save as developer recording. As a result, the task recording is saved as an XML file.
For an activity, you can upload an AXTR file or an XML file from you PC. 
As a result, of saving a task recording to RapidValue or uploading a task recording to an activity, the recorded steps are saved as activity steps. Note that not only the step descriptions are saved, but also the step titles and notes, if defined.
If you added a sub task to the task recording, this is also saved as such to the activity steps.
Warning! If already steps are available for an activity and you save or upload a task recording, the existing steps are deleted, and the recorded steps are added.

Edit task recording

Solution designer

If a task recording is linked to a RapidValue activity, you can edit it as well from the activity.

On the Task recorder, you can:

  • Change the name and description of the recording.
  • Add, change, or delete steps.

If you are ready making changes to the recording:

  1. On the Task recorder, click Done editing.
  2. Click Save to RapidValue.
You can also save the task recording from the Task recorder to the Downloads folder on your PC in these ways:
  • Click Save to this PC. As a result, the task recording is saved as an AXTR file.
  • Click Save as developer recording. As a result, the task recording is saved as an XML file.
For an activity, you can upload an AXTR file or an XML file from you PC. 
As a result, of saving a task recording to RapidValue or uploading a task recording to an activity, the recorded steps are saved as activity steps. Note that not only the step descriptions are saved, but also the step titles and notes, if defined.
If you added a sub task to the task recording, this is also saved as such to the activity steps.
Warning! If already steps are available for an activity and you save or upload a task recording, the existing steps are deleted, and the recorded steps are added.

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