Best practices for BMC Helix Business Workflows

We recommend that you review best practices for BMC Helix Business Workflows prior to using it.

Category	References
Roles and permissions	Page: Adding users in BMC Helix Business Workflows Page: FAQs Page: Enabling requester identity validation
Knowledge articles	Page: Creating and publishing knowledge articles
Reports	Page: Viewing reports
Approvals	Page: Configuring case self-approvals Page: Defining a chain of approvals
Notifications	Page: Defining approval notifications Page: Creating processes to trigger notifications for cases Page: Creating notification events and templates Page: Notification events and templates
Assignments	Page: Configuring automatic case assignments
Tasks	Page: Automating tasks for quicker case resolution Page: Defining task flows in a case template Page: Updating tasks and tracking progress
Flowsets	Page: Creating a Flowset for a line of business
Custom fields	Page: Adding custom fields to views Page: Methods of adding additional fields to cases or tasks

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