Process templates (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Organization administration > Setup > Activities > Process templates.

Use this form to define processes and activities in Microsoft Dynamics AX.

Task that uses this form

The following tables provide descriptions for the controls in this form.

Tab	Description
General	View or enter time and responsibility information for the selected process.
Responsibilities	View or enter responsibilities for the selected process.
Exit criteria	Specify whether to check for required activities for the selected process.

Button	Description
Functions	Open a menu that contains the following items: Copy from – Replace the hierarchy of the selected template with the hierarchy of another template. Save as template – Use an existing template as the basis for a new template. You can modify the new template to meet the needs of a new process.
Inquiry	Open a list page for the type of process that is selected.
Actions	Create actions, such as levels, activities, tasks, and events.

Functions

Open a menu that contains the following items:

Copy from – Replace the hierarchy of the selected template with the hierarchy of another template.
Save as template – Use an existing template as the basis for a new template. You can modify the new template to meet the needs of a new process.

Inquiry

Open a list page for the type of process that is selected.

Actions

Create actions, such as levels, activities, tasks, and events.

Field	Description
Name	View or enter the name of the process.
Description	View or enter a brief description of the process.
Active	Select this check box to activate the template.
Type	The type of hierarchy process.
Activity number	The identification number of the activity.
Purpose	Enter the purpose of the activity.
Calculated start date	Enter the number of days from the current date to the date that the activity should start.
Calculated end date	Enter the number of days from the current date to the date that the activity should end.
Start time	Enter the start time of the activity.
End time	Enter the end time of the activity.
Responsibility	Select the user role that is responsible for the activity.
Responsible	Select the worker who is responsible for the activity.
Responsibilities	Select the responsibilities group for the selected process.
Description	A brief description of the responsibility group.
Check for required activities	Select this check box to indicate that a check for activities is required before the process can be completed.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).