Automating dynamic field updates
As a case business analyst, you can automate the tasks of retrieving and updating dynamic fields data so that manual effort of case agents is reduced. To automate these tasks, use the Get Dynamic Data or Update Dynamic Data elements in the Process designer of BMC Helix Innovation Studio. These elements are available when you are creating a process for automated task templates, flowsets, and so on.
Get Dynamic Data element properties
A Get Dynamic Data element retrieves a dynamic field value. The following table describes the Get Dynamic Data properties:
| Property | Description |
|---|---|
| INPUT MAP | |
| Record Definition Name | Specify the record for which you want to retrieve dynamic field data such as a case or task. Perform any of the following actions:
|
| Ticket ID | Specify the ticket ID of the record for which you want to retrieve data. For example, if you want to retrieve data of a dynamic field in a case, specify the case ID. |
| Template ID | ID of the case or task template that consists of the dynamic field. |
| OUTPUT MAP | |
| Name | Select the process variable that you want to obtain as output values from the element. |
| Source | Specify the output of the element. |
Update Dynamic Data element properties
A Update Dynamic Data element updates a dynamic field value. The following table describes the Update Dynamic Data properties:
| Property | Description |
|---|---|
| INPUT MAP | |
| Template ID | ID of the case or task template that consists of the dynamic field. |
| Ticket ID | Specify the ticket ID of the record for which you want to retrieve data. For example, if you want to retrieve data of a dynamic field in a case, specify the case ID. |
| Data | Specify the output of a Create Document element. |
Example: Automating dynamic field updates
Hannah is a case business analyst in Calbro Services. She creates a task flow in a case template for generating a visa letter. Hannah wants to add the following tasks in the task flow:
- Fetch of information to generate a visa letter
- Generate the letter
- Notify the user that the letter is ready
Hannah also wants to check the requester's travel purpose, business or personal. She wants to add the following information to the letter based on the travel type:
- Business travel—The travel purpose is business meeting.
- Personal travel—The travel purpose is social and tourism.
To check the travel type, Hannah adds a Travel Type dynamic field in the case template. She also adds dynamic fields such as Passport details, Destination country, Date of travel, and Employment Start Date in the case template. She uses the Get Dynamic Data and Update Dynamic Data elements in the task flow as shown in the following figures:
Task flow details
Get Dynamic Data element details
Create Document for Business travel element details
Update Dynamic Data for Business travel element details
Create Document for Personal travel element details
Update Dynamic Data for Personal travel element details
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