Describe use cases for Task Recorder and create task recordings

X++ Programming Language >   Managing Applications in Dynamics 365 Finance and Operations >   Managing Applications in Dynamics 365 Finance and Operations  

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Describe use cases for Task Recorder and create task recordings

Task recorder is a tool that you can use to record actions that you take in the product user interface (UI). When you use Task recorder, all of the events that you perform in the UI that are executed against the server-including adding values, changing settings, removing data-are captured. The steps that you record are collectively called a task recording. Task recordings can be used in many ways:

  • Task recordings can be played as task guides. Task guides are an integral part of the Help experience. A task guide is a controlled, guided, interactive experience through the steps of a business process. The user is instructed to complete each step by way of a pop-up prompt (or “bubble”), which will animate across the UI and point to the UI element that the user should interact with. The "bubble" also provides information about how to interact with the element, such as “Click here” or "In this field, enter a value." A task guide runs against the user's current data set and the data that is entered is saved in the user's environment.

  • Task recordings can be saved as Word documents. This allows you to easily produce printable training guides.

You can create your own task recordings, play task recordings provided by Microsoft, or modify Microsoft-provided task recordings to reflect your configuration.

Screenshot: shows task recordings highlighted with red circle.


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