This documentation supports the 25.1 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.To view an earlier version, select the version from the Product version menu.

Designing a workflow to update To-dos in BMC Helix Business Workflows

As a BMC Helix Digital Workplace Catalog administrator, you create a workflow to update the status of To-dos and pass the end user's answers in BMC Helix Business Workflows. To-dos are actions that end users must complete to achieve a common, bigger goal. 

This workflow ensures that the manager or the team leader who assigned the To-do in BMC Helix Business Workflows is notified when an end user marks a To-do as complete. 

Tip

Creating a workflow is a one-time activity because you can use the same workflow for multiple Task actions.



Required license

DWP Advanced icon.pngDWP external users icon.png BMC Helix Digital Workplace Advanced and 

 BMC Helix Digital Workplace External users licenses

Before you begin


To create a workflow to update To-dos in BMC Helix Business Workflows

  1. As a Catalog administrator, log in to BMC Helix Digital Workplace Catalog. 
  2. Select Services > Workflows. 
  3. Click New Workflow. 
  4. In Name, specify a meaningful name for the workflow. 
    Example: Employee onboarding workflow for To-dos

  5. (Optional) From the Catalog list, select the appropriate catalog for which you want to create the workflow. 
    Example: Business Workflows Sub Catalog. 

    Tip

    By adding the workflow to the Business Workflows Sub Catalog, you ensure that only the BMC Helix Business Workflows internal supplier can work on it.

  6. Drag the Update Task element to the canvas.
  7. Complete the sequence flow by connecting the Start image-2024-2-9_19-50-8.pngelement to the Update Task element, and another sequence flow to connect the Update Task element to the End Workflow_end element.pngelement.
  8. Click the Update Task element.
  9. On the GENERAL tab, in the VARIABLES section, add the Service Broker Context data type of variable.
    1. Click Add or remove variables. 
    2. In the Add/ Remove Variables page, in Name, add a meaningful name. 
      For example, SB Context for employee onboarding To-dos
    3. In Data Type, select Service Broker Context. 

  10. On the Element properties tab, in the INPUT MAP section, click edit next to the following fields and select the specified values in the Edit Expression window:

    Field

    Description 

    Example

    Connection ID

    Expand the Connection ID list, and select the BMC Helix Innovation Studio connector name that is used to connect with BMC Helix Business Workflows.

    This field specifies the connection to be established between BMC Helix Digital Workplace and BMC Helix Business Workflows when the workflow is executed at runtime.

    To-dos workflow_connection ID.png

    Task ID

    Expand the SB Context list > Task list, and select ID. 

    This field specifies the ID of the Task that is associated with the To-do. 

    After the connection is established, the system sends the Task ID details when the associated To-Do status is updated. 

    To-dos workflow_Task ID.png

    Service Request ID

    Expand the SB Context list > Service list, and select Service Request ID. 

    This field specifies the instance ID of the service request that is created when the end user starts working on the To-do. This is a latent service request and cannot be viewed by the end users. 

    To-dos workflow_Service request ID.png

    Requester

    Expand the SB Context list > Requested by User list, and select Login Name. 

    The system sends the requester's login name when the To-do status is updated. 

    To-dos workflow_Requester.png

    Q As

    Expand the SB Context list > Process variables list, and select Questions and Answers. 

    The system sends the questions and answers provided by the end user when the To-do status is updated. 

    To-dos workflow_Question answers.png

  11. Click Save. 

You have created a workflow to update the To-dos information in BMC Helix Business Workflows.


Troubleshooting

If an end user is unable to submit the To-do responses due to workflow failure at runtime, the case agent in BMC Helix Business Workflows must fix the issue and then reopen the To-do for the end user. 


Where to go from here

Creating-questionnaires-for-To-dos

 

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