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

Link sub activities to procedure activity steps - Record flow
Activity Flow

If you have recorded a flow, the steps of the related procedure activity can cover several sub activities. You can 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.

Solution designer Solution designer Link activity to procedure activity steps Link activity to procedure activity steps If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can link an existing activity to the selected procedure activity steps. 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, which steps are already recorded'. 5. Click the Procedure tab. 6. Click Link sub activities. 7. On the left pane, in the list, find and select the steps to which you want to link a sub activity. 8. On the Activities pane, in the list, find and select the activity to be linked as sub activity to the selected steps. 9. Click Link sub activity. 10. Click Close. Notes An activity can be linked as sub activity to steps of a procedure activity. If so, on the Manage sub activities dialog, in the lower part of the preview, the activities and steps are shown to which the activity is linked as sub activity. Create activity and link it to procedure activity steps Create activity and link it to procedure activity steps If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can create a new activity and link it to the selected procedure activity steps. 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, which steps are already recorded'. 5. Click the Procedure tab. 6. Click Link sub activities. 7. On the left pane, in the list, find and select the steps to which you want to link a sub activity. 8. Sub-task: Create activity. 9. Click New activity to open the drop dialog. 10. In the Activity field, type a value. 11. In the Solution field, enter or select a value. 12. In the Role field, enter or select a value. 13. In the Area field, enter or select a value. 14. In the Type field, select an option. 15. In the Application field, enter or select a value. 16. Click OK. 17. Sub-task: Link new activity as sub activity. 18. On the Activities pane, in the list, make sure the newly created activity is selected. 19. Click Link sub activity. 20. Click Close. Notes An activity can be linked as sub activity to steps of a procedure activity. If so, on the Manage sub activities dialog, in the lower part of the preview, the activities and steps are shown to which the activity is linked as sub activity. Copy activity and link copy to procedure activity steps Copy activity and link copy to procedure activity steps If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can copy an existing activity and link the copy to the selected procedure activity steps. 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, which steps are already recorded'. 5. Click the Procedure tab. 6. Click Link sub activities. 7. On the left pane, in the list, find and select the steps to which you want to link a sub activity. 8. Sub-task: Create activity. 9. Click New activity to open the drop dialog. 10. In the Activity field, type a value. 11. In the Solution field, enter or select a value. 12. In the Role field, enter or select a value. 13. In the Area field, enter or select a value. 14. In the Type field, select an option. 15. In the Application field, enter or select a value. 16. Click OK. 17. Sub-task: Link new activity as sub activity. 18. On the Activities pane, in the list, make sure the newly created activity is selected. 19. Click Link sub activity. 20. Click Close. Notes An activity can be linked as sub activity to steps of a procedure activity. If so, on the Manage sub activities dialog, in the lower part of the preview, the activities and steps are shown to which the activity is linked as sub activity. Start Start Add procedure activity steps to sub activity steps Add procedure activity steps to sub activity steps You can add procedure activity steps to another activity. A common scenario is that you add procedure activity steps to the sub activity that is linked to these steps.If the other activity: Does not have steps yet, the selected procedure activity steps are the activity steps. Has steps, the selected procedure activity steps are added below the existing steps. You can not add procedure activity steps to an activity with: Status Completed. A 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, which steps are already recorded'. 5. Click the Procedure tab. 6. Click Link sub activities. 7. On the left pane, in the list, find and select the steps that you want to add to the steps of another activity. Note: It can be useful if already a sub activity is linked to the selected steps of the procedure activity. 8. On the Activities pane, in the list, find and select the activity to which you want to add the selected steps. Note: For example, select the activity that is linked as sub activity to the selected steps. 9. Click Activity steps. 10. Click Add. Note: As a result, the steps are added in this way: - The procedure activity name is added as sub task. - The selected steps are added as sub steps to this sub task. 11. Click Close. Notes An activity can be linked as sub activity to steps of a procedure activity. If so, on the Manage sub activities dialog, in the lower part of the preview, the activities and steps are shown to which the activity is linked as sub activity. Adjust sub activity steps? Adjust sub activity steps? Replace sub activity steps with procedure activity steps Replace sub activity steps with procedure activity steps You can replace the steps of another activity with procedure activity steps. As a result, the existing activity steps are deleted and replaced with the selected procedure activity steps. A common scenario is that you replace the steps of the sub activity that is linked to the selected procedure activity steps. You can not replace steps of activities with: Status Completed. A 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, which steps are already recorded'. 5. Click the Procedure tab. 6. Click Link sub activities. 7. On the left pane, in the list, find and select the steps that you want to use to replace the steps of another activity. Note: It can be useful if already a sub activity is linked to the selected steps of the procedure activity. 8. On the Activities pane, in the list, find and select the activity which steps you want to replace. Note: For example, select the activity that is linked as sub activity to the selected steps. 9. Click Activity steps. 10. Click Replace. Note: As a result, the steps are added in this way: - The procedure activity name is added as sub task. - The selected steps are added as sub steps to this sub task. 11. Click Close. Notes An activity can be linked as sub activity to steps of a procedure activity. If so, on the Manage sub activities dialog, in the lower part of the preview, the activities and steps are shown to which the activity is linked as sub activity. End End Add steps Replace steps No

Activities

Name Responsible Description

Link activity to procedure activity steps

Solution designer

 		If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can link an existing activity to the selected procedure activity steps.

Create activity and link it to procedure activity steps

Solution designer

 		If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can create a new activity and link it to the selected procedure activity steps.

Copy activity and link copy to procedure activity steps

Solution designer

 		If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can copy an existing activity and link the copy to the selected procedure activity steps.

Add procedure activity steps to activity steps

Solution designer

 		You can add procedure activity steps to another activity. A common scenario is that you add procedure activity steps to the sub activity that is linked to these steps.
If the other activity:
  • Does not have steps yet, the selected procedure activity steps are the activity steps.
  • Has steps, the selected procedure activity steps are added below the existing steps.
You can not add procedure activity steps to an activity with:
  • Status Completed.
  • A task recording.

Replace activity steps with procedure activity steps

Solution designer

 		You can replace the steps of another activity with procedure activity steps. As a result, the existing activity steps are deleted and replaced with the selected procedure activity steps. A common scenario is that you replace the steps of the sub activity that is linked to the selected procedure activity steps.
You can not replace steps of activities with:
  • Status Completed.
  • A task recording.

Activities

Name Responsible Description

Link activity to procedure activity steps

Solution designer

 		If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can link an existing activity to the selected procedure activity steps.

Create activity and link it to procedure activity steps

Solution designer

 		If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can create a new activity and link it to the selected procedure activity steps.

Copy activity and link copy to procedure activity steps

Solution designer

 		If you have recorded a procedure activity, the steps of the procedure activity can cover several activities. You can copy an existing activity and link the copy to the selected procedure activity steps.

Add procedure activity steps to activity steps

Solution designer

 		You can add procedure activity steps to another activity. A common scenario is that you add procedure activity steps to the sub activity that is linked to these steps.
If the other activity:
  • Does not have steps yet, the selected procedure activity steps are the activity steps.
  • Has steps, the selected procedure activity steps are added below the existing steps.
You can not add procedure activity steps to an activity with:
  • Status Completed.
  • A task recording.

Replace activity steps with procedure activity steps

Solution designer

 		You can replace the steps of another activity with procedure activity steps. As a result, the existing activity steps are deleted and replaced with the selected procedure activity steps. A common scenario is that you replace the steps of the sub activity that is linked to the selected procedure activity steps.
You can not replace steps of activities with:
  • Status Completed.
  • A task recording.
Related to Notes

Link sub activities to procedure activity steps

 		 

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