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

Assign procedure activity
Activity Flow

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.

Solution designer Solution designer Assign existing activity as procedure activity Assign existing activity as procedure activity Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.This topic describes how to assign an existing activity as 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'. 5. Click the Procedure tab. 6. Click Assign. 7. On the Existing tab, in the list, find and select the desired activity. 8. Click OK. Start Start Assign new activity as procedure activity Assign new activity as procedure activity Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.This topic describes how to create a new activity and assign it as 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'. 5. Click the Procedure tab. 6. Click Assign. 7. Click the New tab. 8. In the Activity field, you can change the default name of the procedure activity. 9. In the Description field, you can change the default description of the procedure activity. 10. In the Area field, enter or select a value. 11. In the Role field, enter or select a value. 12. Click OK. Assign existing,  new, or copied  procedure activity? Assign existing,  new, or copied  procedure activity? Assign copy of existing activity as procedure activity Assign copy of existing activity as procedure activity Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.This topic describes how to copy an existing activity and assign the copy as 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'. 5. Click the Procedure tab. 6. Click Assign. 7. On the Existing tab, in the list, find and select the activity that you want to copy. 8. Click the Copy tab. 9. In the Activity field, change the default activity name. 10. In the Role field, enter or select a value. 11. In the Area field, enter or select a value. 12. In the Type field, you can select another type. 13. Click OK. End End Existing New Copy

Activities

Name Responsible Description

Assign existing activity as procedure activity

Solution designer

 		Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
This topic describes how to assign an existing activity as procedure activity.

Assign new activity as procedure activity

Solution designer

 		Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
This topic describes how to create a new activity and assign it as procedure activity.

Assign copy of existing activity as procedure activity

Solution designer

 		Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
This topic describes how to copy an existing activity and assign the copy as procedure activity.

Activities

Name Responsible Description

Assign existing activity as procedure activity

Solution designer

 		Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
This topic describes how to assign an existing activity as procedure activity.

Assign new activity as procedure activity

Solution designer

 		Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
This topic describes how to create a new activity and assign it as procedure activity.

Assign copy of existing activity as procedure activity

Solution designer

 		Before you record a scenario or a process flow, 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 flow, you can assign the procedure activity to any business process. Usually, this is a business process to which no flow is assigned.
This topic describes how to copy an existing activity and assign the copy as procedure activity.
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