BMC Helix Business Workflows process designer elements
Process designer in BMC Helix Innovation Studio uses a combination of the default Business Process Model and Notation (BPMN) elements and BMC extended elements. In addition to these elements, BMC Helix Business Workflows provides elements that are specific to the product. You can use these elements while creates processes for flowsets, notifications, and automated tasks.
These elements are available in the palette of the Process designer UI. You can drag the desired element on the canvas to design your process.
For information about BPMN elements and BMC extended elements, see
Process designer elements
.
BMC Helix Business Workflows specific elements
The following table describes the BMC Helix Business Workflows elements that are available in the process designer:
| Element Category | Element Name | Symbol | Description |
|---|---|---|---|
| Case Management Service |
| Reassigns a record to a support group or a case agent. | |
| Change Status |
| Changes the status of a record based on the record lifecycle, company flowset, or specific status value. | |
| Notification Service |
| Sends a notification about a particular activity. You can define the email ID from which a notification is sent, Cc, Bcc, and message text in this element. | |
| Sends a notification when a defined event occurs. You can define the notification event, module, and source record instance ID in this element. | ||
| Task Management Service |
| Creates a task in a case by using the defined task template. | |
| Creates a task in a case without using a task template. | ||
| Updates the dynamic fields or dynamic groups in the process for an automated task. | ||
| Approval |
| Calls the defined flow group. | |
| Ticketing Service |
| Generates a PDF document by using the defined format and content for the document. | |
| Enables digital signing of documents by using Adobe Sign. | ||
| Enables digital signing of documents by using DocuSign. | ||
| Retrieves a dynamic field value. | ||
| Update Dynamic Data |
| Updates a dynamic field value. | |
Social Service |
| Adds an activity note in a case. | |
| Creates an activity note in a case. | ||
| Creates an activity note in a case. |
Example of using the Process designer elements
Consider an automated task for generating a visa letter. The process for the automated task involves fetching of information to generate a visa letter, generation of the letter, and notifying the user that the letter is ready. The visa letter generation process can be designed in Process designer using elements available in the palette of the Process designer UI. The following image illustrates the process designed using Process designer:
The following table describes the various elements used in the process:
| No. | Element Type | Description |
|---|---|---|
| 1 | Start Event | Denotes the starting of a process |
| 2 | Get Record | Get Record element is used to retrieve information required to generate the letter from a specified record definition. |
| 3 | Generate PDF | Generate PDF element is used to generate a PDF document for visa letter by using the defined format and content. |
| 4 | Send Notification Using Event | Send Notification Using Event is used to notify a user that the visa letter is generated. |
| 5 | End Event | Denotes the completion of a process. |
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