Edit

Share via

Business process libraries in Business process modeler (BPM)

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This article explains how to view a standard business process library in Business process modeler, how to copy and modify a business process library, and how to export information about the business process library to Microsoft Word.

This article explains how to view a standard business process library, how to copy a business process library, modify it, and how to export information for the business process library to Microsoft Word.

View and copy a standard business process library

You can select a standard business process library on the Business process library page. To open this page, sign in to Lifecycle Services, open a project, and then select the Business process modeler tile.

Important

The business process libraries that are available depend on the industry that was selected when the Lifecycle Services project was created.

To select a standard business process library to start with, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then select the Business process modeler tile.
  2. In the Global libraries or Corporate libraries section, select a library.
  3. Select the ellipsis in the upper right corner of the library, select Copy. The library is added to the My libraries section.
  4. In the My libraries section, select the library to display the business process library.

Search for a process within a library

You can search for a relevant business process within a business process library.

  1. Sign in to Lifecycle Services, open a project, and then select the Business process modeler tile.
  2. Open a business process library.
  3. In the search field, enter a search term or phrase, or a $ followed by the AOT name of an object. For example, $LedgerJournalTransDaily.

Modify a business process library

You can modify a business process library if it's associated with a project as described in the previous procedure. To modify a business process library, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then select the Business process modeler tile.
  2. Open a business process library.
  3. Make changes to the business process library.
    • To change an existing library node, right-click the node to display the app bar, then select Edit. Make your changes, then select Save.
    • To add a library node, drag a node from the Activities list to the library. Right-click the new node and then select Edit to change the name and other information for the node. Make your changes, then select Save.
    • To delete a library node, right-click the node, then select Delete.

Export a business process library to Word

You can export information about a business process library, and all the flowcharts that are associated with it, to a Word document. To export a business process library to Word, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then select the Business process modeler tile.
  2. Open a business process library.
  3. In the Core Business Processes list, right-click a top-level node in the library.
  4. On the app bar, select Doc, and save the document.
  • Last updated on