This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License types and features.

Attaching a workflow to a service

As a catalog administrator, internal service supplier, or internal service supplier administrator, you must attach a workflow to a service before the service can be published to end users. The workflow describes what the service does for the user who requests it.


Before you begin

Create a service, or modify an existing service. For more information, see Adding and updating services.

To attach a workflow to a service

You can add a new workflow to a service only after you add it to the Workflows Library

  1. In BMC Helix Digital Workplace Catalog, select Services > Services, and open a service.
  2. On the Service Options pane, click Edit next to Workflow
  3. On the Workflow & Questions pane, click Add next to Workflow.
  4. In the Workflow Library, search for an existing workflow that you would like to attach to a service. 

  5. Select a workflow, and then click Save.

    Important

    You can filter the available workflows by workflow name, or by catalog name. If a workflow belongs to your subcatalog, you can edit the workflow as required. If a workflow does not belong to your subcatalog, you will not be able to edit it. You can only attach it to your service.

To add a new workflow to the Workflow Library

  1. Add new workflows to the Workflows library in one of the following ways:
    • By using the New Workflow action available in the Workflow Library, available from the Service Management page.
    • By using the New Workflow action available from the Workflows page.
  2. Complete the following fields:

    Important

    The Catalog list is available only to you if you are a service catalog administrator. You can assign a subcatalog for the workflow, so that administrators of the subcatalog will be able to modify it as required. If you do not select a subcatalog, the workflow will a part of the Master subcatalog, and other users will be able to associate this workflow with their services, but will not be able to modify it.

Where to go from here

To lean how to configure a simple workflow, see Designing a simple workflow.

After you attach a workflow to the service, add a questionnaire to the service.

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