This documentation supports the 18.02 version of BMC Digital Workplace. To view the latest version, select the version from the Product version menu.

Exploring the workflow designer

This topic provides an overview of the workflow designer interface, and describes how to access it.

Before you begin

Make sure there is a connection configured for the external service that you plan to use in the workflow, as described in Configuring service connectors.


To access the workflow designer

Service catalog administrators can access the workflow designer by creating a new workflow or modifying an existing workflow.

Create or edit a workflow on the Workflows tab:

Edit an existing workflow attached a service from the Workflows & Questions panel that can be accessed by selecting a service on the Services tab (for more details on service creation, see Adding and updating services):

Workflows management considerations

You manage workflows from the Actions menu available on the Workflows page. All workflows on the Workflows page are ordered alphabetically, including new or renamed. You can filter the available workflows by status: Enabled or Disabled.

When you make changes to workflows, take into account the following considerations:

OptionDescription
Applicable to all options

You must give each workflow a unique name

Delete

If you delete a workflow that is a part of a published service, then the service will return to the Draft status.

Copy

This option is not available for workflows that originate from SRDs imported from BMC Remedy Service Request Management. 

Rename

You can rename parent processes and called processes without any restrictions. After a parent workflow is renamed, it is renamed in called processes and services that are using this workflow.

The workflow designer interface

The workflow designer consists of the palette, the canvas, and the configuration panel. The palette contains building blocks (activities) that can be arranged on the canvas to define fulfillment workflows.

The following image describes the workflow designer interface:

AnnotationNameDescription
1PaletteContains tabs to manage process elements and search options for process elements.
2Process ElementsContains process elements that can be dragged and dropped onto the canvas.
3FavoritesContains process elements that you marked as favorite in the Manage Palette tab.
4RecentContains elements that you used recently to create a business process.
5Manage PaletteContains a list of all process elements that workflow designer offers. You can mark these elements as favorites or select only those that you want to display on the Process Elements tab.
6Process Tool barContains tools for common operations such as zoom, clear canvas, and adjust canvas grid.
7Process InformationContains information about the process such as process name and parameters and permissions assigned to the process.
8JSONShows JSON of the process definition. It is for troubleshooting.
9Element InformationShows properties of the selected element that is used in the process design.
10Process ValidationShows warnings if the process is invalid for any reason.
11CanvasIs the area where process elements are placed to design the process.

The following video (2:51) explains the workflow designer interface.

This videos shows an older version of  BMC Digital Workplace Catalog. The previous product name was MyIT Service Broker. Although there might be minor changes in the UI, the overall functionality remains the same.

 http://youtu.be/isnSIA0xgDo

Enabled and disabled workflows 

The following image shows the Properties pane when a workflow is saved in an enabled state. When you save a workflow without any validation errors the workflow automatically saves in an enabled state.

When you save an incomplete or invalid workflow, the workflow status is toggled to a Disabled state. For example, if you are building a workflow and need to find additional information, you can save the workflow while it is still in progress. Because the workflow is incomplete, the workflow automatically saves in a disabled state.

You cannot publish a service if the workflow attached to the service is is in a Disabled state. However, in some cases, a background process might introduce an error in a workflow that was already attached to a published service, and set the workflow to a disabled state. When a workflow is in a Disabled state when a request is submitted, the request will trigger an error.

You can toggle the workflow status to an Enabled state after you complete the workflow and resolve any validation issues.

To customize the palette

The following video (2:30) shows how to set favorites and customize the palette.

This video shows an older version of  BMC Digital Workplace Catalog. The previous product name was MyIT Service Broker. Although there might be minor changes in the UI, the overall functionality remains the same.



 https://youtu.be/uMu9tlimsqc

Where to go from here

Workflow designer elements overview

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