Phased rollout

 

This version of the software is currently available only to early adopter SaaS customers as the first step in our phased rollout. Click here to view an earlier version.

Defining processes to accomplish business goals

You can design processes meant to accomplish a business goal by using the Process designer. You can also use RESTful APIs to modify processes. APIs give you more power and control over managing processes and performing actions that might not be possible through the UI.

Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator, but cannot customize the objects developed in com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode.

To access the Process designer and create a process

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application in which you want to create a process.
  3. In the application, click the Processes tab.
  4. Click New to create a new process definition that will represent your process.
    The Start and End elements appear on the canvas by-default. A process can have only one Start and End element. If you want to configure the Start event or the End event), select the element and enter the required properties in the Properties panel.

To configure a process

You can configure process definition properties such as the process name, permissions for users who can run the process, and variables associated with the process.

Perform the following steps to configure a process:

  1. On the Process designer console, navigate to the Properties panel as shown in the following image:

  2. Configure the properties as described in the following table:

    PropertyDescription
    NameName the process such that the purpose can be easily identified. For example, Employee On Boarding process.

    Important: Process name should only alphanumeric characters, hyphens, dashes and spaces.

    DescriptionProvide description that briefly explains the process objective.
    Scope/Customization Options

    Option to define the scope for a process definition. This option further contains the following options:

    • Application/Library (default)—To limit the use of the definition within the same Digital Service application or library.
    • Public—To enable the definition to be used by all the smart applications or library and allow customizations for this definition.
    EnabledSelect this option if you want to users to start using the process.
    Run asAllows all process Service Tasks to execute with the permission of the selected user role
  3. At the top right corner of the Process designer console, click Save.

To add a process permission

You can set process permissions for a group and individual role. You have two levels of permissions for processes - Read and Execute. Following are the details about the permissions levels:

  • Read: This permission gives you the privilege of viewing the process definition details. You can can view each flow element and the data bound with that element. Anyone who can view the process definition can also execute the process.
  • Execute: This permission allows you to run the process. However, you cannot necessarily be able to view the detailed configuration of the process definition. 

Tip

Assign the process Read permission to a user, such as manager, who needs to view the business process details of your application. The manager may not always be an administrator. For users other than the manager, assign the process Execute permission.

Perform the following steps to add process permissions:

  1. Click Edit in the Permissions section.
  2. In the Edit Permissions for window, click Add Permission.
    The Edit Permissions for window appears as shown in the following image:
  3. In the Type column, select Role or Group as required.
  4. In the Group column, select the particular role or group.
  5. Select the type of permission - Execute or Read.
  6. To add another permission, repeat steps 2 through 5.
  7. Click Save.

To add a process element

Process designer elements are the building blocks of any process. These elements perform certain actions depending on their configuration. You drag the elements onto the canvas. For information about using Process designer elements, see Process designer elements.

Where to go from here

Adding variables to processes

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