Task recorder resources - Visualpath

1. Task recorder resources - Visualpath Task recorder Task recorder for Finance and Operations apps is a utility that lets users record business processes for several different use cases. Here are some examples: Step-by-step guided tours of a specific business process in the application itself Documentation of a business process as a Microsoft Word document that can optionally include screenshots Regression tests for a business process Automatic playback of a business process in the application     Task recorder for Finance and Operations apps boasts high responsiveness, a flexible extensibility application programming interface (API), and seamless integration with consumers of business process recordings. Task recorder is also integrated with the Business process modeler (BPM) tool in Microsoft Dynamics Lifecycle Services (LCS), so that users can continue to organize their recordings. However, users can no longer produce business process diagrams from recordings. Task recorder can automatically generate application regression tests from business process recordings and play back previously recorded processes. These features also include test-specific gestures that let users take full advantage of Task recorder. Architecture Task recorder can record user actions in the client with exact fidelity, because every control is instrumented to notify Task recorder about the execution of user actions. The control notifies Task recorder that an event has occurred and passes all the relevant information about the corresponding user action in real time. From this information, Task recorder can capture the type of user action (for example, a button click, value entry, or navigation) and any data that is related to the user action (for example, the input data value and type, form context, or record context). Task recorder persists the information with enough detail to ensure that a playback of the recording can run the recorded actions exactly as they were performed by the user. Basic configuration Task recorder is included with every Finance and Operations app, and lets users begin to record business processes immediately after they open the client for the first time.

2. Start a new recording The following steps show how to use Task recorder to start a new recording. 1.Open the product, and sign in. It's a good practice to refresh the browser before each new recording. A refresh creates a new user session and restarts Task recorder. Therefore, it provides the most stable recording experience. 2.Select the company that you want to use while recording. If this is your first time using Task recorder, you can follow along as this tutorial creates a sample recording based on a Fleet Management business process. You will need to load the Fleet demo data to follow along: 1.Go to Dashboard > Fleet Management > Fleet setup. 2.Click Load demo data. 3.When the data is finished loading, click Close. 4.Go back to the Dashboard by clicking the product name in the navigation bar. 3.Go to Settings > Task recorder. 4.The Task recorder pane is opened. You can click the Close button (X) in the upper- right corner to close the Task recorder pane before you begin a new recording. You can reopen the pane by following the previous steps. 5.Click Create recording. 6.Enter a name for the recording and click Start. Recording begins the moment Start is clicked. For the Fleet example in this tutorial, we'll use the name "Create a new rental reservation." While you're recording, you can click the Close button (X) in the upper-right corner to hide the Task recorder pane without stopping the recording. You can reopen the pane by clicking the Task recorder button that appears at the top of the page. This button appears only while recording is in progress. 1.Task recorder enters recording mode. The pane shows information and controls that are related to the process of recording. Now you're ready to record a business process using Task recorder. If you're following this guide as a first-time user, you may complete the following Fleet Management scenario as an example. Otherwise, you can record your own application scenario. Record a Fleet Management scenario 1.In the Task recorder pane, click Start sub-task. 2.Set Name to "Create a new rental customer". Leave the Comment field blank. 3.Click OK. The task is added to the step list. 4.Go to Dashboard > Fleet Management > Reservation Management.

3. 5.Go to All customers under the Summary tab. 6.In the Action Pane, click New. 7.Enter a first and last name for the customer. 8.Click Save. 9.In the Task recorder pane, click End sub-task. 10.Return to the Reservation Management workspace by clicking the browser back button twice. 11.In the Task recorder pane, click Start sub-task. Name the task "Rent a vehicle to the new customer". Click OK. 12.Click (+) Rental under Summary. 13.Under Information, select a "1975 Litware McKinley" as the vehicle. 14.Under Information, set the customer to the one just created. 15.Expand the Discounts section. 16.Click Add under Discounts and add the Frequent Customer discount. Click OK. 17.In the Action Pane, click Start Rental. 18.Set the return date to some date in the future. 19.Click OK. 20.In the Task recorder pane, click End sub-task. 21.Click Stop at the very top of the page. Recording a business process After you've started your recording, you can perform your business process just as you would typically perform it by using the web client. As you interact with the product, new steps are added to the step list in the Task recorder pane. In this section, you will learn about other actions that you can perform while you're recording a business process, to take full advantage of Task recorder's capabilities. Start/End sub-task Start/End sub-task lets a user specify the beginning and end of a set of grouped steps in a recording. Click the Start sub-task button to add a "Sub-task" step to the end of the current list of recorded steps. The sub-task will include all steps that you perform from this point until you click the End sub-task button. When you click the End sub- task button, an "End sub-task" step is also added to the list of recorded steps. Sub-tasks are purely an organization tool, and consumers of business process recordings can interpret the task groupings in useful ways. Because tasks can be nested inside other tasks, they provide the flexibility to organize very long and complex business processes.

4. Delete/Restore step Delete/Restore step enables a user to remove steps from the recording, or undo the removal of a step from the recording. You must first select the step in the Steps list that you want to delete/restore, and then click the Delete/Restore step button. Add developer placeholder Add developer placeholder lets the user add a placeholder step to the list of recorded steps. This placeholder step doesn't appear when the task guide is viewed, and it isn't run during maintenance of a recording. It's used only by the Regression suite automation tool (RSAT) or the X++ code generator that enables an X++ test to be created from a task recording. When the code generator creates an X++ test, it automatically adds a method stub to the generated code. The developer can then add X++ code into this method stub. The automated code will call the validation when the generated test is run at the point in the recording where this placeholder was added. Enriching steps in a recording There are various options for enriching a step in a recording. For example, you can adjust the text that is associated with a step and add information about a specific step. This section describes the step enrichment capabilities that are available. To access these options, click the Edit step button on a specific step of a recording. Step instruction The Step instruction is the primary text that is displayed for this step in the task guide. There are usually 2-3 alternative options for step instructions, and they appear in the following order when editing the annotation. For more information Click Here