This documentation supports the 20.08 version of BMC Helix Business Workflows.

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

Enabling automatic case creation from emails

In BMC Helix Business Workflows, a case business analyst can enable automatic case creation from emails so that users who do not have access to self-service tools can request services. Requests can be created automatically for the following users:

  • Employees of a company that is registered in the BMC Helix Platform Foundation Data
  • Users that are outside an organization


An employee of Calbro Services sends an email to the company's email ID requesting a medical reimbursement and a corresponding case is automatically created.

Process for enabling automatic case creation from emails

The following image shows the roles and tasks for enabling automatic case creation from emails:



Make sure that you configure the email mailboxes to filter any spam and spoofed emails.

Related topics

Case management through email

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