Export business processes to LCS

You can export a business process hierarchy to a business process library in LCS.

On export to LCS, you can choose to export:

The full business process hierarchy.
Only a selected part of the business process hierarchy.
Only the business processes with a specific category.

The business process library in LCS is structured based on the business process hierarchy and the flow activities, as set up in RapidValue. If a flow activity has a task guide linked to it, this task guide is uploaded as well.

Activities

Name	Responsible	Description
Define categories for business process	Role not found	You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security. For each business process, you can define to which categories it belongs. You can use business process categories to: Publish a subset of business processes to a business process library in Lifecycle Services. Only the business processes to which the selected categories are linked are published to Lifecycle services. You can do so, for example, to publish the task guides to be delivered in a solution package or to publish the task guides to be used in RSAT. Record or play task guides in another D365 FO environment. You can, for example, maintain your RapidValue solution in a central D365 FO environment and do task recording in another D365 FO environment. For example, task guides to be used for training are recorded in the training environment. On a category, you can define a connection to another D365 FO environment. If you record or play a task guide, and a category with a connection is applicable, the connection 'Internet address' defines which environment is opened. So, you automatically record or play the task guide in the other environment.
Set up categories	Role not found	Use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security. For each business process, you can define to which categories it belongs. You can use business process categories to: Publish a subset of business processes to a business process library in Lifecycle Services. Record or play task guides in another D365 FO environment. On a category, you can define a connection to another D365 FO environment.
Export business processes to LCS	Solution designer	You can export a business process hierarchy to a business process library in LCS. On export to LCS, you can choose to export: The full business process hierarchy. Only a selected part of the business process hierarchy. Only the business processes with a specific category. The business process library in LCS is structured based on the business process hierarchy and the flow activities, as set up in RapidValue. If a task guide is linked to a flow activity, this task guide is uploaded as well. When you export business processes to LCS, these rules are applied: Only business processes that are in scope or for which the scope is not specified are published to LCS. Each time you export to LCS, a new business process library is created. So, existing business process libraries stay unchanged. If a flow is assigned to a business process, the flow activities are also published to LCS. If both a flow and a procedure activity are assigned to a business process, only the procedure activity is published. If you have several flows defined for a business process, only the assigned flow is published to LCS. You can have a flow assigned to several business processes or used as sub-flow in several flows. Such a flow is only published once to LCS. For each activity, a process is created in the business process library. If a task guide is linked to the activity, the task guide is uploaded to the business process library process for the activity. Note: A task guide is only uploaded to LCS if the recorded entities are available in the current D365 FO environment.

Activities

Name	Responsible	Description
Define categories for business process	Role not found	You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security. For each business process, you can define to which categories it belongs. You can use business process categories to: Publish a subset of business processes to a business process library in Lifecycle Services. Only the business processes to which the selected categories are linked are published to Lifecycle services. You can do so, for example, to publish the task guides to be delivered in a solution package or to publish the task guides to be used in RSAT. Record or play task guides in another D365 FO environment. You can, for example, maintain your RapidValue solution in a central D365 FO environment and do task recording in another D365 FO environment. For example, task guides to be used for training are recorded in the training environment. On a category, you can define a connection to another D365 FO environment. If you record or play a task guide, and a category with a connection is applicable, the connection 'Internet address' defines which environment is opened. So, you automatically record or play the task guide in the other environment.
Set up categories	Role not found	Use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security. For each business process, you can define to which categories it belongs. You can use business process categories to: Publish a subset of business processes to a business process library in Lifecycle Services. Record or play task guides in another D365 FO environment. On a category, you can define a connection to another D365 FO environment.
Export business processes to LCS	Solution designer	You can export a business process hierarchy to a business process library in LCS. On export to LCS, you can choose to export: The full business process hierarchy. Only a selected part of the business process hierarchy. Only the business processes with a specific category. The business process library in LCS is structured based on the business process hierarchy and the flow activities, as set up in RapidValue. If a task guide is linked to a flow activity, this task guide is uploaded as well. When you export business processes to LCS, these rules are applied: Only business processes that are in scope or for which the scope is not specified are published to LCS. Each time you export to LCS, a new business process library is created. So, existing business process libraries stay unchanged. If a flow is assigned to a business process, the flow activities are also published to LCS. If both a flow and a procedure activity are assigned to a business process, only the procedure activity is published. If you have several flows defined for a business process, only the assigned flow is published to LCS. You can have a flow assigned to several business processes or used as sub-flow in several flows. Such a flow is only published once to LCS. For each activity, a process is created in the business process library. If a task guide is linked to the activity, the task guide is uploaded to the business process library process for the activity. Note: A task guide is only uploaded to LCS if the recorded entities are available in the current D365 FO environment.