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Complete tasks in Business process modeler (BPM)

Upload a task recording

  1. In Microsoft Dynamics Lifecycle Services (LCS), in your project, on the Business process libraries page, select the library to upload the task recording to.

    Libraries on the Business process libraries page.

  2. Select the process to upload the task recording to.

    Selecting a process.

  3. On the Overview pane, select Upload. Select Browse to find and select the file to upload, and then select Upload.

    Upload AXTR dialog box.

Download a task recording

You can download a task recording (AXTR file) that has been uploaded to a BPM process.

  1. In your LCS project, on the Business process libraries page, select the library to download the task recording.

  2. Select a process that has task recording uploaded.

  3. On the Overview pane, select Download to save the task recording (AXTR).

    Download AXTR.

Export a methodology to Word

  1. In your LCS project, on the Business process libraries page, select the library to export.

  2. Select the process to export, and then, in the right pane, select Doc to begin the download.

    Note

    The methodology will begin from the process step that you selected.

Publish a BPM library

  • In your LCS project, on the Business process libraries page, on the tile for the library that you want to copy, select the ellipsis button (…), and then select Publish.

    Publishing a BPM library.

Distribute a BPM library

When you distribute a BPM library, the library will be available to all users who are a part of your organization. In other words, it will be available to all users who sign in to LCS by using your organization's domain (for example, all users who have an @contoso.com account).

  1. Ask the customer to invite you to their project.
  2. Sign in to the customer's LCS project by using your organization's account.
  3. On the Business process libraries page, copy the library from the Corporate libraries pane to the customer's project.