This documentation supports the 9.1 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Functional areas of the Process Designer Explorer

BMC Remedy ITSM Process Designer provides an easy-to-use graphical interface for creating process diagrams – the Process Designer explorer. The Process Designer Explorer window is an explorer-style interface similar to Microsoft Windows Explorer that provides a complete view of all process templates available on the server that you are currently connected to.
The explorer is divided into three panes:

  • Process Designer explorer window
  • Process Designer palette
  • Interactive drawing page

BMC Remedy ITSM Process Designer user interface


The left hand pane provides the explorer "tree" where items are listed as "nodes". Nodes further contain various items within them that can be expanded by clicking on the button.

The top level node displays the name of the server that you are currently connected to, under which are the nodes for each company or group. All versions of the processes for a particular company or group arranged in a logical hierarchy are displayed. Each company node includes the following sub-nodes:

Design

Lists all process templates with a status of Design. Initially this is the default status.

In Test

Lists all process templates with a status of In Test

Live

Lists all process templates which are Live, making them available for selection from within BMC Remedy applications

Suspended

Lists all process templates which have been Suspended and so that they are temporarily unavailable for selection from within the BMC Remedy applications

Archived

Lists all process templates with a status of Archived"

Quick actions for all process nodes can be accessed from the right-click menu. All processes for the standalone Process Designer client are effective In Test

The center pane is the palette that provides options available to construct and update processes. You can add an item to the process by selecting and dragging it to the drawing section of the explorer. Action items can only be dropped onto existing tasks.

You can create objects by dragging icons from the palette to the drawing page on the right side of the interface. Each component consists of a set of attributes that are displayed when an icon is dragged to the drawing page and when the object is selected for editing. The attributes include name, type, task category, description, assigned group, SLA target, related actions, and related fields in the application that need to be completed for each task.
The dependency lines are used to connect two existing objects together. These lines can be marked conditional (based on an outcome value) or unconditional.

The following screenshot shows an example of a task list generated from a BMC Remedy ITSM Process Designer ITIL Change Management process when used in conjunction with the BMC Change Management application.

Task list generation from BMC Remedy ITSM Process Designer

BMC Remedy ITSM Process Designer not only generates the task list but also enforces task dependency rules within the process based on the selected outcome values. BMC Remedy ITSM Process Designer also sets the planned end date based on the task SLA, validates required fields, and runs any actions that have been defined for each task.

For more information about process creation and maintenance, see Managing processes with BMC ITSM Process Designer.

Related videos

https://www.youtube.com/watch?v=Qz5LR05cZF4

https://www.youtube.com/watch?v=HyXTYvpZ0PU

https://www.youtube.com/watch?v=HyXTYvpZ0PU

https://www.youtube.com/watch?v=Qz5LR05cZF4

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Comments

  1. David k Hill

    The screen shot is very low resolution. Hard to actually see the diagram.

    Sep 03, 2020 08:13
    1. Jyoti Nerkar

      Hello David k Hill,

      We understand that the screenshot is very low resolution. Because, the last update of Process Designer was done in combination with Remedy 9.1 release. I will sync up with the R&D team and get a good quality screenshot from version 9.1.

      Thanks for sharing your feedback!


      Regards,

      Jyoti

      Sep 10, 2020 03:49
      1. Jyoti Nerkar

        Hello David k Hill ,

        I have updated the screenshot. Additionally, I have included a list of related videos published on the BMC Docs Youtube channel.


        Hope this helps.


        Thanks,

        Jyoti

        Sep 23, 2020 12:44