Create, edit, and browse Business process modeler (BPM) libraries

This topic provides information about how to create, edit, and browse Business process modeler (BPM) libraries. It's important to note You can browse a BPM library that is a global library or a corporate library. However, before you can edit and work with a BPM library, it must be part of your project in Microsoft Dynamics Lifecycle Services (LCS). Libraries that are distributed by Microsoft appear under Global libraries, whereas libraries that are published by your organization appear under Corporate libraries.

Note

BPM localization is not supported. If you edit in the new BPM client in any language other than EN-US, your changes will only display when you view the BPM in the language in which the changes were made. To view any changes made in EN-US, you must synchronize with Visual Studio Team Server before the changes will display.

Create a BPM library

There are several ways to author a BPM library. You can do so from scratch either building directly in the client or by importing an Excel template. Additionally, you can copy an existing library. This section walks through each of these methods.

Use the BPM client

  1. On the Business process libraries page, select New library. Select_new_library
  2. Enter a name for the new library, and then select Create. Create_new_library

Use Excel Import

  1. On the Business process libraries page, select Import from Excel. Import_from_Excel
  2. Select Download template from the pane. Once downloaded, open the file.
  3. The template has several columns, most importantly Id and Parent Id. Associate each line with a new Id number, if you'd like to make a line a child item, add the Id of the line you'd like it to fall under in the parent Id column. the
  4. Once complete, save the template and return to BPM.
  5. Using the import pane, select Browse to upload the updated template, enter a name for the new library, and select Import. Download_template

Copy a library

  1. Open the Business process libraries page.
  2. On the tile for the library that you want to copy, select the ellipsis button (…), and then select Copy. Copy_a_library
  3. Enter a name for the library, and then click Create. Create a_copied_library

Import a sections of another library

  1. Openn the Business process libraries page, and then open the library you want to edit.
  2. Navigate to the line you would like to import to and select Import. Select_import
  3. Select As child or As sibling. Select_child_or_sibling
  4. In the pane, choose the library you would like to import from and click Import. Choose_library

Add a new process

  1. In the BPM library, select an existing process.

  2. Select Add process. You can select to add the process as a child or a sibling of the selected process node. In this way, you can create a semantic hierarchy of business processes.

    Adding a process

Edit the properties of a process

  1. In the BPM library, select the process node to edit.

  2. In the right pane, on the Overview tab, click Edit mode.

  3. Enter a name and description for the process node.

  4. Select the industries and the countries or regions that the process applies to. You can also add keywords and links. Keywords let you define categories, work streams, or other metadata. Links (URLs) let you reference external sites or documentation.

    Process properties

  5. When you've finished editing the properties, click Save.

Move a process

You can move a process node or assign it to another parent node in the BPM hierarchy.

  1. Select the process node to move, and then click Move process. You can select to move the process up or down, or you can select Move to see more options.

    Moving a process

  2. If you selected Move, you can browse the hierarchy, select a node to move the process to, and then select Move as child or Move as sibling. To cancel the move operation, click Cancel.

Delete a process

To delete a business process, select the process to delete, and then select Delete.

Copy a global or corporate library to your project

You can browse a BPM library that is a global library or a corporate library. However, before you can edit and work with a BPM library, it must be part of your project in Microsoft Dynamics Lifecycle Services (LCS). Libraries that are distributed by Microsoft appear under Global libraries, whereas libraries that are published by your organization appear under Corporate libraries.

Browse a BPM library

  1. On the Business process libraries page, double-click the tile for the library that you want to browse.

  2. In the BPM library, select a process to view its substeps.

    Process and its substeps

  3. Use the buttons on the toolbar to add, delete, or import processes as a child or a sibling. You can also select Collapse all to view only parent processes.

    Toolbar

Search a BPM library

You can search for words or phrases in your BPM library. The search functionality searches the names and descriptions of business processes.

  • To search for a word, enter the search word in the search box, and then press Enter.

  • To search for a phrase, put double quotation marks around the search phrase.

    For example, enter technology (word) or "information technology" (phrase) in the search box.

  • You can also search for Application Object Tree (AOT) elements that are part of the task recordings for Microsoft Dynamics 365 for Finance and Operations, that are in your library. Typically, these AOT elements are the names of pages or menu items. When you search for an AOT element, prefix it with a dollar sign ($). For example, enter $CustTable in the search box.

Search box