Task flows can be created by following these steps in Dynamics 365:
- Go to
Settings
|Processes
:
- On the
Actions
toolbar, clickNew
:
- Go to the
Create Process
dialog box, and select theRun process as a task flow
option:
- Click on
OK
and Task Flow Designer will open in a new window, which will appear similar to the Business Process Flow designer. - Go to the right-hand side of the screen, drag the
Components
tab from page and post which you can drop it on canvas:
- To add a branch to the task flow, drag the
Condition
component from theComponents
tab and drop it on the
sign in the appropriate spot:+
- To set properties for the condition, click on the
Condition
, and set the properties in theProperties
tab:
1. Select source entity
2. Select fields from the entity that needs to be checked in the condition
3. Select the operator and the value to be compared
4. Then click on the Apply...