Phased rollout


This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Adding a relationship type for users or cases

In BMC Helix Business Workflows, as a case business analyst you can define new relationships between cases, people, and between cases and people.

In addition to the relationship types provided out of the box, you can define the following relationships:

  • Person to Person—Users related to each other like a hierarchical relationship between a manager and team members, other relationships like student, guardian, and other relationships.
  • Case to Person—Users related to a case like Victim, Witness, investigator. 
  • Case to Case—Cases related to each other like Parent -Child, duplicates, or cases related due to some common factors.

When adding a relationship, users select a relationship type that provides information about the relationship between the two entities.

To create a new relationship type

  1. Log in to BMC Helix Business Workflows.
  2. Select Settings .
  3. Click Relationships.
  4. To add a new relationship type, select the appropriate relationship from the following options:
    • Case to Case
    • Case to Person
    • Person to Person


    Person to Person relationship is line of business independent.

  5. From the Line of Business list, select the line of business for which you want to create a relationship.

    If you have access to a single line of business, the line of business is selected by default.

  6. Click .
  7. For a Person to Person relationship, expand Manager to add the details.
  8. Expand Related to, and specify the following details:

    Field nameDescription
    Relationship NameName of the relationship type.
    Reverse Relationship NameThe relationship type that is added to the related user or case record. For example, you create a Relationship Name as Parent, and a Reverse Relationship Name as Child. When you add a related case with the relationship type as Parent, a relationship with the current case with the type Child is added to the related case record.
    StatusTo use the relationship type, set the status to Active. To temporarily disable it, set the status to Inactive. To permanently disable it, set the status to Deprecated.
  9. To add localized values for the Relationship Name and Reverse Relationship Name, click , enter the translated values to be displayed for the available locales, and click Save.
    You can add multiple relationship types. 
  10. After you add the new relationship types, on the relationships page, click Save.
    The new relationship types are added for the relationship you selected, and can be used when relating entities such as case and case, or case and people. 
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