Flowsets
Flowsets are ways to define the flow of a case related to a particular line of business. The appropriate Flowset is triggered based on the case template. For example, the facilities Flowset is triggered when a case is created by using the facilities case template.
The following figure gives an example of a Flowset for facilities management and the associated processes:
Functions
Functions are the typical developmental stages of a case lifecycle. BMC Helix Business Workflows provides the following functions for which you can create and configure processes for their line of business:
| Function | Triggered when... |
|---|---|
| Initialization | A case is created or updated. |
| Validation | A case is created or updated. In this process, the case record data and the business logic defined for the process is validated. A case business analyst can use this function to overwrite or extend the existing validation process or create a custom validation process. |
| Assignment | A case is assigned to an assignee or a support group. |
| Status transition | The case status changes. |
| Approval | Actions performed on the case require approval. A case business analyst can overwrite or extend the existing approval process or create a custom approval process. |
| Notification | Notifications are sent for different case events. A case business analyst can configure a custom process to send additional notifications. |
| Data Access Permission | A case is created or updated. A case business analyst can provide additional users access to the case record data. |
| Activity Update by Users | Notes related to the following events are added into the case:
|
When a Flowset is triggered, the custom processes associated with these functions take precedence over the default processes.
Process library
The process library is a respository of processes created for a Flowset. For example, the processes for validation, status transition, assignment, approval, and so on for facilities are registered in the process library. A process can be used with a Flowset only if it is registered with a company in the processs library.
The following figure gives an example of a process library for Facilities:
Example of using Flowsets for different lines of business
On a shared system, two tenants—Tenant A and Tenant B want to use BMC Helix Business Workflows to manage cases related to Facilities management and Legal management. The status, assignment, approval, notifications message, and other functions of facilities and legal cases differ from each other for both the tenants. A case business analyst must define a Flowset each for Facilities management and Legal management.
In the following example, when a case is created, the appropriate Flowset is triggered based on the company and the case template:
The following video (6:15) explains the basic concepts of Flowset and how to define a Flowset:
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