Recording a Task For a Business Process Element

The most valuable function that is built into the Task Recorder is that can use it to record the steps that you perform within Dynamics AX, and then store them against the task nodes within the Framework. These recordings are available and can be exported out as word documents, but also are exported to the Lifecycle Services portal and converted into business process diagrams for future reference. But in order to take advantage of this you need to record the task first.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

How to do it…

To record a task within the Task Recorder, follow these steps:

  1. Select the node in the framework that you want to record your task against, and click on the Start button within the Record group of the Record ribbon bar.
  2. This will hide the Task Recorder and take you to the Dynamics AX client. All you need to do is record the steps that you would normally do in order to perform the task.
  3. When you have finished the task, return to the Task Recorder and click on the Stop button within the Record group
    within the Record ribbon bar.
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