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

Model scenarios
Activity Flow

You can model scenarios for a business process with a flow assigned. A scenario can be, for example, a specific route through an existing flow.

Solution designer Solution designer Create scenario

Create scenario

To model a scenario, first add a business process of type Scenario. Usually, you add a scenario to a business process with a flow assigned. As a result, the flow is also added to the added scenario business process.

 Assign procedure activity

Assign procedure activity

Before you record a scenario or a process, usually, you first assign a procedure activity to the relevant business process.

If you want to:
  • Model a scenario, you assign the procedure activity to a business process of type Scenario.
  • Record a process, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
You can assign procedure activities to a business process in several ways:
  • Assign an existing activity as procedure activity.
  • Create and assign a new activity as procedure activity. By default, this activity is of type Scenario.
  • Assign a copy of an existing activity as procedure activity.

 Manually add procedure activity steps Manually add procedure activity steps You can manually add the steps of a scenario to a procedure activity. You can link these steps to several relevant existing or new activities.You can only manually enter procedure activity steps if no task recording is linked to the procedure activity. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. In the tree, select 'a node of type Scenario with a procedure activity assigned'. 5. Click the Procedure tab. 6. On the Steps tab, click Add step and fill in the fields. Note: As a result, the step is added to the defined procedure activity. Link sub activities to procedure activity

Link sub activities to procedure activity steps - Model scenario

If you have recorded a procedure activity for a scenario, the steps of the procedure activity cover several activities of the related flow. You can link procedure activity steps to the relevant flow activities. You can also link procedure activity steps to existing or new activities. You can also add procedure activity steps to a sub activity or replace the sub activity steps with procedure activity steps.

 Start Start Does the procedure activity  have the right steps?  If not, how to add the steps? Does the procedure activity  have the right steps?  If not, how to add the steps? Record procedure activity with Task recorder Record procedure activity with Task recorder You can use the task recorder to record a specific scenario or a whole process in one go. This results in a longer task recording than usual. After you finish the recording, you can link steps of this task recording to several relevant existing or new activities. When you record a scenario or process, consider to use sub-tasks for separate activities. Sub-tasks enhance the overview and readability of such a long task recording. Procedure 1. Click Business process modeling. 2. Click the Business processes tab. 3. Click Edit hierarchy. 4. In the tree, select 'a node with a procedure activity assigned'. 5. Click the Procedure tab. 6. Click Task guide. 7. Click Record. 8. On the Task recorder, review the Recording name and Recording description. 9. Click Start to start the recording of the steps. 10. Record the steps. Note: Consider to use sub-tasks for separate activities in the scenario or process. Sub-tasks enhance the overview and readability of such a long task recording. 11. If you have recorded all desired steps, on the Task recorder, click Stop. 12. Click Save to RapidValue. Notes 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 Record Manual Yes

Activities

Name Responsible Description

Create scenario

Role not found

 		To model a scenario, first add a business process of type Scenario. Usually, you add a scenario to a business process with a flow assigned. As a result, the flow is also added to the added scenario business process.

Assign procedure activity

Role not found

 		Before you record a scenario or a process, usually, you first assign a procedure activity to the relevant business process.
If you want to:
  • Model a scenario, you assign the procedure activity to a business process of type Scenario.
  • Record a process, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
You can assign procedure activities to a business process in several ways:
  • Assign an existing activity as procedure activity.
  • Create and assign a new activity as procedure activity. By default, this activity is of type Scenario.
  • Assign a copy of an existing activity as procedure activity.

Manually add procedure activity steps

Role not found

You can manually add the steps of a scenario to a procedure activity. You can link these steps to several relevant existing or new activities.

You can only manually enter procedure activity steps if no task recording is linked to the procedure activity.

Link sub activities to procedure activity steps - Model scenario

Role not found

 		If you have recorded a procedure activity for a scenario, the steps of the procedure activity cover several activities of the related flow. You can link procedure activity steps to the relevant flow activities. You can also link procedure activity steps to existing or new activities. You can also add procedure activity steps to a sub activity or replace the sub activity steps with procedure activity steps.

Record procedure activity with Task recorder

Role not found

 		You can use the task recorder to record a specific scenario or a whole process in one go. This results in a longer task recording than usual. After you finish the recording, you can link steps of this task recording to several relevant existing or new activities.
When you record a scenario or process, consider to use sub-tasks for separate activities. Sub-tasks enhance the overview and readability of such a long task recording.

Activities

Name Responsible Description

Create scenario

Role not found

 		To model a scenario, first add a business process of type Scenario. Usually, you add a scenario to a business process with a flow assigned. As a result, the flow is also added to the added scenario business process.

Assign procedure activity

Role not found

 		Before you record a scenario or a process, usually, you first assign a procedure activity to the relevant business process.
If you want to:
  • Model a scenario, you assign the procedure activity to a business process of type Scenario.
  • Record a process, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
You can assign procedure activities to a business process in several ways:
  • Assign an existing activity as procedure activity.
  • Create and assign a new activity as procedure activity. By default, this activity is of type Scenario.
  • Assign a copy of an existing activity as procedure activity.

Manually add procedure activity steps

Role not found

You can manually add the steps of a scenario to a procedure activity. You can link these steps to several relevant existing or new activities.

You can only manually enter procedure activity steps if no task recording is linked to the procedure activity.

Link sub activities to procedure activity steps - Model scenario

Role not found

 		If you have recorded a procedure activity for a scenario, the steps of the procedure activity cover several activities of the related flow. You can link procedure activity steps to the relevant flow activities. You can also link procedure activity steps to existing or new activities. You can also add procedure activity steps to a sub activity or replace the sub activity steps with procedure activity steps.

Record procedure activity with Task recorder

Role not found

 		You can use the task recorder to record a specific scenario or a whole process in one go. This results in a longer task recording than usual. After you finish the recording, you can link steps of this task recording to several relevant existing or new activities.
When you record a scenario or process, consider to use sub-tasks for separate activities. Sub-tasks enhance the overview and readability of such a long task recording.
Related to Notes

Model scenarios

 		 

Provide feedback