This documentation supports the 22.1 version of BMC Helix Innovation Studio.

To view an earlier version, select the version from the Product version menu.

Creating a graphical representation of process tasks for business workflows

The Process Preview component is available in the Shared Components section of the View designer and displays the task workflow in read-only mode. It is visible only if the following bundles are deployed: 

  • Shared Components
  • ITSM Application

As an application business analyst, create a process preview for the business workflows, which is a graphical representation of the tasks that are required to complete the process.


Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator. However, they cannot customize the objects developed in com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications, such as Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see Customization layer

To add a Process Preview component to a view definition

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application for which you want to add a Process Preview component.
  3. On the Views tab, click the name of the view definition to which you want to add the Process Preview component.
  4. From Palette, drag the Process Preview component to the canvas in the order that you want them to appear on the user interface.
  5. In the Properties pane on the right side, click Settings , and then specify the properties.
    The following table provides information about the properties:

    Process Definition Name

    Enter the fully qualified process definition name.

    For example: com.bmc.dsm.lob.bmc-sample-human-resource:Onboarding Request_1658910712800

    Process Instance ID

    Enter the process instance ID. You must enter the value for this field to see the status of the tasks in the process.

    The following color schemes around the task blocks denote the respective task status:

    • Gray—The task is completed.

    • Green—The task is in progress.

    • Red—The task is not completed because of an error or dependency.

    Case IDEnter the case GUID.
    CompanyEnter the company name.
    RequesterEnter the requester name.
    ContactEnter the requester contact information.

    Enable this field to keep the Process Preview component hidden at runtime.

    Definition Activity View

    Select a view from the list to create a task template preview.

    This task template preview is displayed when you create a process.

  6. Click Save.


The following image shows an example of the Process Preview component used in a process to onboard new employees:

Was this page helpful? Yes No Submitting... Thank you