- STAEDEAN documentation guidelines and processes
- Documentation processes
- Create documentation for D365 F&SCM
- Task recording guidelines
Before you start the Task recorder, you are advised to:
- Create the activity and add it to a flow.
- Have the activity description fully finished. This description is automatically copied to the task recording.
Note: Later changes to an activity description must be manually copied to the related task recording! - Prepare the data in your application. So, you can do a smooth recording.
- Try/test the steps to be recorded. So, you know exactly what/where to click, fill in, etc. during the recording.
- Prepare/write activity step descriptions, titles, and notes in a separate document, for example, in Notepad.
- Consider the use of subtasks in the task recording. If you want to include a subtask, make sure you know in advance:
- How to name it.
- After which step it starts/must be inserted.
- After which step it ends.