This documentation supports the 20.08 and 20.08.01 versions of BMC Helix Business Workflows.

To view the documentation for the previous version, select 20.02 from the Product version menu.



Adding custom selections to label menus

As a case business analyst, you can create labels for cases, tasks, case templates, task templates, service target configurations, document templates, activity note templates, notification templates, email templates, case read access mappings, assignment mappings, and approval configurations. Labels help case agents to sort cases, tasks, templates, and mappings. For example, you create labels to add new case priority values, such as Urgent, Important, and so on, for your organization. While creating cases that need to be resolved urgently, case agents select the Urgent label for the cases. A case manager who wants to view all the cases that need to be resolved urgently, filters the cases by using the Urgent label.

To create a label

  1. Log in to BMC Helix Business Workflows.

  2. Click My Application Settings .
    The Settings page opens in a new browser tab.

  3. Select Application Configuration > Menu Items.
  4. (Version 20.08.01) On the Menu Items page, from the Line of Business list, select the line of business for which you want to create a label.
  5. Click + Menu Option, and complete the fields as described in the following table:

    FieldDescription
    Menu NameSelect Label.
    Menu Option

    Click Localize to enter the name of the menu item. 
    On the Localize Value page, enter the values for Default Locale and other locales. The value added for the Default Locale option is displayed as the label name.
    When you create a case, the system automatically displays the value entered for the locale related to the region where you have logged in.

    Status

    Select one of the following statuses:


      • Active—The label is available for use.
        Note: Only active labels are available for use.

      • Inactive—The label is not available for use.

      • Deprecated—The label is no longer in use.
    Available on UIIgnore this option.
  6. Click Save.

Related topics

Case creation options

Creating case templates and task templates

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