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

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

Release notes and notices

Consult the following table for a list of notices and information about updates to BMC Helix Business Workflows.


To stay informed of changes to this space, click the icon on the top of this page.

The following updates have been added since the release of the space:

June 13, 2022This update includes defect fixes.20.08.13
January 07, 20221This update includes defect fixes.20.08.12
August 23, 2021This update includes defect fixes.20.08.05
July 28, 2021This update includes defect fixes.20.08.04
June 21, 2021This update includes defect fixes.20.08.03
May 19, 2021This update includes defect fixes.20.08.02
December 16, 2020


  • Line of business for data and case management
  • Customizable page layouts in PDF document templates
  • Spell check in activity notes
September 23, 2020


  • Knowledge article versioning

  • Knowledge article approvals

  • Task approvals

  • Applying approval mappings to case and task templates
  • Using the new Approval Rejected status for cases and tasks in approvals
  • Email enhancements

  • New notification templates
  • Enable users to digitally sign documents by using DocuSign

  • Live Chat enhancements
  • Ability to add images, tables, and hyperlinks in emails and notification templates

  • Tracking activity updates
  • Anonymizing agent names in public comments in BMC Helix Digital Workplace Advanced service requests

  • Protecting privacy by hiding case view counts from activity notes

  • View customization enhancements

  • Usability improvements

  • Email templates support attachments from Document Library

  • Setting up the time zone, and date and time formats in PDF file generation
  • Support for special characters in PDF file generation
February 21, 2020


  • Automatic case initiation from phone systems that are integrated with BMC Helix Business Workflows
  • Email communication enhancements
  • Templates and qualification builder enhancements
  • Knowledge Management improvements
  • License Consumption reporting enhancement
  • BMC Helix Business Workflows integration enhancements
  • Case Dashboard in reporting
  • View customization enhancements
November 22, 2019


  • Live chat with users to resolve user issues faster
  • Categorize resolved cases to gain insights and report on the resolution process

  • Automate case status transitions for quicker case resolution

  • Automatically notify users by using annotations when adding updates in the case Activity feed
  • Enhancements to data permissions for enhanced security

  • Create service requests in BMC Helix Digital Workplace Advanced from BMC Helix Business Workflows

  • Use dynamic groups in templates for categorizing dynamic fields

October 10, 2019This update includes defect fixes.Patch 01 for 19.08
August 22, 2019


  • Enhanced auditing capabilities for cases and tasks
  • View and add related cases and people from within a case
  • Add relationships to related cases and persons
  • Enhanced user efficiency: Multiple case assignment, watchlist and activity notes template
  • Enhancements to the people profile
  • Create custom label or case sources
  • Accurate service target measurements by defining business time segments
  • View the source of a notification message
  • Approve cases through emails
July 5, 2019

This update includes defect fixes and an enhancement for sending notifications to external email IDs.

Patch 01 for 19.05
May 31, 2019


  • Conditional execution of tasks
  • Restrict access to confidential case data
  • Automatically generate formatted PDFs for required information
  • Automatic case assignment based on location and round robin method  
February 22, 2019


  • The BMC Helix Innovation Suite product is renamed to BMC Helix Platform.

  • Ability to configure service targets for tasks

  • Notifications to users who do not directly work on records but are related to them like a case assignee's manager
  • Centralized repository for documents that can be shared across organizations
  • Ability to add dynamic fields to the dynamic field library and consume the dynamic fields in cases and tasks as additional details
  • Ability to modify the default lifecycle statuses and transitions
  • Automatic case creation for individuals outside of an organization

  • Approval enhancements:
    • Approval action messages
    • Default approval notifications to notify approvers about certain events, for example, case approved, rejected, and so on
    • Ability to allow certain number of approvers to approve records
November 30, 2018


  • Flexibility to create common configurations across companies.

  • Filtered Foundation data.

  • Enhancements to the Business Workflows connector.

  • Assign cases to a support group that is directly related to a Business Unit or Department.

  • Enhancements to attachments.

  • BMC Helix Business Workflows now supports the following languages:
    • Dutch (nl)
    • Swedish (sv)
September 14, 2018


  • Introduction to the Case Business Analyst functional role that replaces the Case Administrator functional role.
  • Simplified method to create custom notifications by defining simpler and fewer parameters.
  • Support for BMC Helix Digital Workplace Advanced Advanced. BMC Helix Business Workflows does not support BMC Helix Digital Workplace Advanced Basic.
  • Faster approval configuration and support for additional approval scenarios.
  • Ability to view the history of a case to gain more insights into which case agent made what changes to a case and when.
  • Ability to validate the identity a requester before creating a case.
  • Ability to assign or reassign a case to a support group with which an agent is associated, irrespective of the company.
  • Ability to manage failed automated tasks to enable a smooth execution flow of automated tasks in a case.
  • Ability to view the audit trail and summary of a case in the form of reports.
  • Enhanced email configuration that ensures case creation via emails is more flexible and fast.
June 6, 2018


  • Cognitive capabilities for category and template selection to create cases.
  • Ability to raise service requests by sending emails that automatically create and update cases.
  • Ability to change case template after saving a case.
  • Ability to view tasks from a case template while creating a case.
  • Enhanced knowledge article search functionalities for agents to quickly find the required articles.
  • Automatic refresh of the progress bar and better handling of the pause condition on the progress bar.
  • Ability to view attachments in the Employee's Responses tab of a case.
  • Case status Draft is renamed to New.
  • Ability to view the origin of a case.
  • Notifications for status change and notes added in activity feed of cases and tasks.
March 30, 2018

This update includes enhancements for BMC Helix Business Workflows.

  • BMC Helix Business Workflows licensing.
  • Brazilian Portuguese language support.

18.02: Update 01
February 28, 2018


  • Integration of BMC Helix Business Workflows with third-party applications.
  • Task automation to reduce manual intervention in the execution of tasks and the number of agents that organizations hire to work on cases.
  • Enhanced case assignment functionality to enable agents to assign cases to themselves or other agents from the support group related to the case.
  • Ability to grant read-only case access to first-line support groups.
  • Updates to the progress bar on the Case view to display service-level milestones.
  • Support of multiple languages to provide a localized UI to agents.
November 30, 2017


  • BMC Helix Chatbot provides support to users by interacting through natural language.
  • Flowsets enable you to use BMC Helix Business Workflows for different lines of business.
  • Task sequencing to guide agents on how to execute the tasks in an order.
  • Modern and user-friendly dashboard to view and create reports.
  • Case visibility to manage access to cases for agents and support groups.
1 There are no patches with version numbers 20.08.06, 20.08.07, 20.08.08, 20.08.09, 20.08.10, and 20.08.11.

Was this page helpful? Yes No Submitting... Thank you