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Business process libraries in Business process modeler (BPM)

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This article explains how to view a standard business process library in Business process modeler, how to copy and modify a business process library, and how to export information about the business process library to Microsoft Word.

This article explains how to view a standard business process library, how to copy a business process library, modify it, and how to export information for the business process library to Microsoft Word.

View and copy a standard business process library

You can select a standard business process library on the Business process library page. To open this page, sign in to Lifecycle Services, open a project, and then click the Business process modeler tile.

Important

The business process libraries that are available depend on the industry that was selected when the Lifecycle Services project was created.

To select a standard business process library to start with, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then click the Business process modeler tile.
  2. In the Global libraries or Corporate libraries section, select a library.
  3. Click the ellipsis in the upper right corner of the library, click Copy. The library is added to the My libraries section.
  4. In the My libraries section, click the library to display the business process library.

Search for a process within a library

You can search for a relevant business process within a business process library.

  1. Sign in to Lifecycle Services, open a project, and then click the Business process modeler tile.
  2. Open a business process library.
  3. In the search field, enter a search term or phrase, or a $ followed by the AOT name of an object. For example, $LedgerJournalTransDaily.

Modify a business process library

You can modify a business process library if it is associated with a project as described in the previous procedure. To modify a business process library, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then click the Business process modeler tile.
  2. Open a business process library.
  3. Make changes to the business process library.
    • To change an existing library node, right-click the node to display the app bar, and then click Edit. Make changes, and then click Save.
    • To add a library node, drag a node from the Activities list to the library. Right-click the new node and then click Edit to change the name and other information for the node. Make changes, and then click Save.
    • To delete a library node, right-click the node, and then click Delete.

Export a business process library to Word

You can export information about a business process library, and all the flowcharts that are associated with it, to a Word document. To export a business process library to Word, follow these steps:

  1. Sign in to Lifecycle Services, open a project, and then click the Business process modeler tile.
  2. Open a business process library.
  3. In the Core Business Processes list, right-click a top-level node in the library.
  4. On the app bar, click Doc, and save the document.