Task recorder and Help for POS
This topic applies to Dynamics 365 for Retail and Dynamics 365 for Finance and Operations.
This topic describes how to use Task recorder in Retail Modern POS and Cloud POS.
Task recorder in Retail Modern POS or Cloud POS is a new solution that was built with a focus on high responsiveness. It provides a flexible application programming interface (API) for extensibility and seamless integration with consumers of business process recordings. Additionally, Task recorder integration with the Business process modeler (BPM) tool on Microsoft Dynamics Lifecycle Services (https://bpm.lcs.dynamics.com) has been brought forward. Therefore, users can continue to produce rich business process diagrams from recordings to analyze and design their applications.
Task recorder can record user actions in the client with exact fidelity. Each control is instrumented to notify Task recorder about the execution of a user action. The control notifies Task recorder that an event occurred and passes along all pertinent information about the corresponding user action in real time. From this information, Task recorder can capture the type of user action (such as a button click, value entry, or navigation) and any data that is related to the user action (such as the input data value and type, form context, or record context). Task recorder persists the information with enough detail to help guarantee that a playback of the recording can perform the recorded actions exactly as the user performed them. (The playback feature isn't yet implemented at Retail modern POS or Cloud POS.)
To enable task recording in POS, follow these steps.
- Click Retail > Channel Setup > POS Setup > Registers.
- Click the register to enable task recording on.
- On the Register tab, on the General FastTab, set the Enable task recording option to Yes.
- Click Save.
- Go to Retail > Retail IT > Distribution schedule.
- Select the Registers (1090) job, and then click Run now.
Create a recording
Follow these steps to create a new recording using Task recorder.
Start Retail Modern POS or Cloud POS, and sign in.
On the Settings page, in the Task Recorder section, click Open task recorder. The Task recorder pane appears. You can click the Close button (X) in the upper-right corner to close the Task recorder pane before you begin a new recording. To reopen the pane, repeat step 2.
Enter a name and description for the recording, and then click Start. The recording session begins as soon as you click Start.
Note: If you click the Close button (X) in the upper-right corner while recording is in progress, the Task recorder pane is closed, but the recording session isn't ended. To reopen the Task recorder pane, click the Help button (question mark) at the top of the screen.
- After you click Start, Task recorder enters recording mode. The Task recorder pane shows information and controls that are related to the recording process.
- Perform the actions that you want to perform in the Retail Modern POS or Cloud POS user interface (UI).
- To end the recording session, click Stop.
Save to this PC
You can use the recording package to play a Task guide, maintain the recording, or edit the annotations in the recording. (This feature isn't yet implemented in Retail Modern POS and Cloud POS.)
Export as Word document
You can save the recording as a Microsoft Word document. The document will contain the recorded steps and the screenshots that were captured.
Save as developer recording
The raw recording file will be useful for developer scenarios such as test code generation. (This feature isn't yet implemented.)
Click Stop to end the recording session. Note that you can't restart a session after you end it. Therefore, make sure that the recording is completed before you end it.
Click Pause to temporarily stop (pause) the recording session and continue with the operation. Steps that you perform after you click Pause aren't recorded.
To resume the recording session after you've paused it, click Continue.
Task recorder can capture screenshots of the Retail Modern POS UI as you record a business process. To turn on the screenshot capture feature, set the Capture screenshot option to Yes and then make the recording. Once the recording is completed, click Stop and download the Word document. The document will contain the steps with relevant screenshots.
Capture screenshot functionality is not supported in Cloud POS.
Start task and End task
You can specify the beginning and end of a set of grouped steps by using the Start task and End task buttons. Click Start task to add a “Start Task” step, and then perform the steps that should be included in the group. After you've finished performing the steps for the group, click End task. Tasks help you organize your procedures. Tasks can be nested within other tasks. In this way, you can better organize very long and complex business processes.
An annotation is additional text that you add to a step in a recording. For example, you can use annotations to give the user more context or instructions. You can add annotations before or after a step. You can add an annotation to any step by clicking the Edit button (pencil symbol) to the right of the step.
Texts and notes
Text that you enter in the Text field appears above the step text in the Task guide. This location is appropriate for text that you want the user to read before he or she completes the step.
Text that you enter in the Notes field appears below the step text in the Task guide. To read the note text, the user must expand the step text in the pop-up window. This location is appropriate for optional reading material or other information that might be useful to the user, but that the user doesn't require in order to complete the action.
Help in Retail Modern POS and Cloud POS
To show your own custom task recordings in the Help pane of Retail Modern POS and Cloud POS so that they can be viewed as text, you must save your task recordings to your own BPM library, and then update your Help system parameters to point to your BPM library. For more information, see Connecting the Help system. Retail Modern POS and Cloud POS Help searches LCS in real time. It searches across all the BPM libraries that are selected in the Microsoft Dynamics 365 for Retail Help system parameters and shows the relevant results. To access the Help menu, click the Help button (question mark) at the top of the screen and then in the search box type your process name and hit the search button.
When you click a Task guide in the search results, you can either view the steps as a Help topic or export the steps to a Word document.
Help in Retail Modern POS and Cloud POS will not bring up task guides according to what form you're on or operation you're doing. You have to type the process name in the search box and then click Search.