1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. General
  4. Present
  5. Review solution

Explore solution

You can explore the solution configuration of a solution and its related solutions. To explore which elements are related to a specific element in a solution configuration, pin an element.

You can pin an element of these types:
  • Business process
  • Flow
  • Activity
  • Application
  • Requirement
The solution explorer gets the solution configuration data from the selected snapshot. If the latest snapshot is not up to date, you can create a new snapshot.


Manager Manager Manager Start Start Create snapshot of solution configuration Create snapshot of solution configuration You create a solution configuration snapshot to be able to use the QA view. You can use the QA view to explore the configuration of solutions. A solution configuration snapshot is an image of the configuration at a specific date and time. A solution configuration snapshot consists of:Several elements: business processes, flows, activities, applications, and requirements. The relations between these elements.You create a solution configuration snapshot in these cases:The first time you want to explore the solution configuration. If changes are made to the solution configuration. So, these changes become available for the solution configuration explorer.Always create snapshots in the background in batch, as the creation of a snapshot can take quite some time. If you frequently make changes to the solution configuration, you can also define the recurrence.NoteThe snapshot gets the solution elements of all solutions in the current environment. Procedure 1. Click Business process modeling. 2. Click View. 3. Click QA view. 4. Click Snapshot. 5. Click Create. 6. Sub-task: Set batch and recurrence. 7. Expand the Run in the background section. 8. Select Yes in the Batch processing field and fill in the other batch fields as required. 9. Click Recurrence and define the recurrence settings. 10. Click OK. 11. Click OK. Is the  latest snapshot  up-to-date? Is the  latest snapshot  up-to-date? Explore solution configuration Explore solution configuration You can explore the solution configuration of the current solution and its related solutions. To explore which elements are related to a specific element in the solution configuration, pin an element.You can pin an element of these types:Business processFlowActivityApplicationRequirementExamples:Pin an activityFor a pinned activity, you can explore:The related flows. Both the directly related flows and the indirectly related flows are shown:Directly related: The flows in which the pinned activity is used.Indirectly related: The flows that have a directly related flow as a sub-flow. And also, the flows that have such an indirectly related flow as a sub-flow. All the way up to the highest level.The related business processes. For each related flow, its related business processes are shown. If a related flow has a sub-flow that is assigned to a business process as well, this business process is also shown.The related application. The application, as defined on the pinned activity, is shown.The related requirements. Not only the requirements are shown of the pinned activity, but also of the related flows, business processes, and application.Pin a flowFor a pinned flow, you can explore:The related business processes. Only the business processes are shown to which the flow is assigned.The related activities. Both the directly related activities and the indirectly related activities are shown:Directly related: Each activity that is added to the design of the pinned flow.Indirectly related: The activities of each sub-flow that is added to the design of the pinned flow. And also, the activities of each sub-flow of such a sub-flow are shown. All the way down to the lowest sub-flow level.The related application. The applications, as defined on the related activities, are shown.The related requirements. Not only the requirements are shown of the pinned flow, but also of the related business processes, activities, and application.NoteA snapshot contains the elements of all solutions in the current environment.If you have not yet pinned an element or if you unpinned a selection, only the elements of the current solution are shown.If you pin an element of the current solution, also the related elements are shown of:Referenced solutions.Solutions that have the current solution as a reference. Procedure 1. Click Business process modeling. 2. Click View. 3. Click QA view. 4. Sub-task: Select another snapshot. 5. Click Select snapshot to open the drop dialog. 6. In the field, enter or select a value. 7. Click Close. 8. Sub-task: Pin an element. 9. In the Activity pane, select an activity. 10. Click Pin. 11. Sub-task: Explore related elements. 12. Select a flow. 13. Select a business process. 14. Select an application. 15. Select a requirement. 16. Sub-task: View element details. 17. In the Flow pane, select a flow. 18. Click Details. 19. Click Close. 20. Sub-task: Open element source. 21. In the Requirement pane, select a requirement. 22. Click Source. 23. Close the page. 24. Sub-task: Unpin. 25. Click Unpin. End End No Yes

Activities

Name Responsible Description

Create snapshot of solution configuration

Manager

 		You create a solution configuration snapshot to be able to use the QA view. You can use the QA view to explore the configuration of solutions. 
A solution configuration snapshot is an image of the configuration at a specific date and time. A solution configuration snapshot consists of:
  • Several elements: business processes, flows, activities, applications, and requirements. 
  • The relations between these elements.

You create a solution configuration snapshot in these cases:

  • The first time you want to explore the solution configuration. 
  • If changes are made to the solution configuration. So, these changes become available for the solution configuration explorer.

Always create snapshots in the background in batch, as the creation of a snapshot can take quite some time. If you frequently make changes to the solution configuration, you can also define the recurrence.

Note
The snapshot gets the solution elements of all solutions in the current environment.

Explore solution configuration

Manager

 		You can explore the solution configuration of the current solution and its related solutions. To explore which elements are related to a specific element in the solution configuration, pin an element.
You can pin an element of these types:
  • Business process
  • Flow
  • Activity
  • Application
  • Requirement
Examples:
Pin an activity
For a pinned activity, you can explore:
  • The related flows. Both the directly related flows and the indirectly related flows are shown:
    • Directly related: The flows in which the pinned activity is used.
    • Indirectly related: The flows that have a directly related flow as a sub-flow. And also, the flows that have such an indirectly related flow as a sub-flow. All the way up to the highest level.
  • The related business processes. For each related flow, its related business processes are shown. If a related flow has a sub-flow that is assigned to a business process as well, this business process is also shown.
  • The related application. The application, as defined on the pinned activity, is shown.
  • The related requirements. Not only the requirements are shown of the pinned activity, but also of the related flows, business processes, and application.
Pin a flow
For a pinned flow, you can explore:
  • The related business processes. Only the business processes are shown to which the flow is assigned.
  • The related activities. Both the directly related activities and the indirectly related activities are shown:
    • Directly related: Each activity that is added to the design of the pinned flow.
    • Indirectly related: The activities of each sub-flow that is added to the design of the pinned flow. And also, the activities of each sub-flow of such a sub-flow are shown. All the way down to the lowest sub-flow level.
  • The related application. The applications, as defined on the related activities, are shown.
  • The related requirements. Not only the requirements are shown of the pinned flow, but also of the related business processes, activities, and application.
Note
A snapshot contains the elements of all solutions in the current environment.
If you have not yet pinned an element or if you unpinned a selection, only the elements of the current solution are shown.
If you pin an element of the current solution, also the related elements are shown of:
  • Referenced solutions.
  • Solutions that have the current solution as a reference.

Provide feedback