Creating processes to trigger notifications for cases
As a case business analyst, you must create a process to define a business logic for a notification. When a defined event occurs, the process associated with that event runs the business logic, and the notification is sent.
In a process, you can use different elements that are available in the BMC Helix Innovation Studio Process designer. However, you must use the following basic elements for notifications to run:
- Exclusive element—Use this element to give a trigger condition for an event to occur.
- Send Notification Using Event (Recommended)—Use this element to specify fewer and simpler parameters like notification event, module, and source record instance ID, and quickly create your process.
Send Notification—Use this element to specify more parameters like the email ID from which a notification is sent, Cc, Bcc, message text, and so on.
In a notification process, you can also define adhoc recipients by using the Create Document element. This element enables you to access a recipient's attributes, for example, name, type, login ID, and so on. These attributes are defined in a document definition in BMC Helix Innovation Studio. For more information, see Defining a document schema .
Send Notification Using Event element properties
The following images show the properties and input parameters for the Send Notification Using Event element:
Learn more about the element properties in Send Notification Using Event element properties.
To create a process
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select Case Management Service.
- On the Case Management Service page, click Processes, and then click New.
From the Palette, drag the Exclusive element, the Send Notification or Send Notification Using Event elements to the canvas.
By default, the Start and End elements are displayed on the canvas.- Complete the fields in Process Properties and the Exclusive element as described in the following tables:
(Optional) Complete the fields in the Create Document element.
Complete the fields in the Send Notification Using Event or Send Notification elements.
Best practice
We recommend that you use the Send Notification Using Event element.Click Save.
Where to go from here
Action | Reference |
---|---|
Register the process in BMC Helix Business Workflows and define a Flowset so that the process is run when a notification is triggered. | Creating a Flowset for a line of business |
Create a case template by using the defined Flowset so that the Flowset configuration is applied to cases that case agents create by using the case template. | Creating case templates and task templates |
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