Displaying the priority of native Catalog service requests


As a catalog administrator, you can design a service catalog directly in BMC Helix Digital Workplace Catalog, also known as the native catalog. The system dynamically updates service request priorities. When a fulfillment system, such as BMC Helix ITSM, changes a request's priority, both BMC Helix Digital Workplace Catalog and Mid Tier instantly reflect this change. By enabling priority information for native service requests, end users can view the updated priority in the end-user console and catalog administrators can track priority values in the Service Request report.

With native service requests showing their priorities, end users can quickly assess and prioritize the requests for faster resolution times. Also, this feature aligns with how priorities are shown for service requests from BMC Service Request Management and, therefore, streamlines the migration from BMC Service Request Management to BMC Helix Digital Workplace Catalog. For more information about BMC Service Request Management, see Service-requests-from-BMC-Service-Request-Management.

 

Use cases for priority calculation

Native services can be fulfilled in BMC Helix Digital Workplace Catalog or in other BMC products such as BMC Helix ITSMand BMC Helix Business Workflows. When BMC Helix Digital Workplace Catalog is connected to  BMC Helix ITSM or BMC Helix Business Workflows, fulfillment tickets are created in these applications after a request submission. One service request can be linked to many fulfillment tickets that can be processed by different people. For more information about fulfillment tickets, see Configuring-fulfillment-details-display-in-service-requests

The number of fulfillment tickets linked to a native service request affects how the priority value is calculated for the request. The following table lists all supported use cases for priority calculation and explains how to enable it. 

First, you must enable the Request priority field for each use case. This step applies to all use cases, regardless of how the priority value is calculated. For more information, see To display the Request priority field

Use case

How priority value is calculated

No fulfillment tickets are created in BMC Helix ITSM or BMC Helix Business Workflows

To allow end users to change the default request priority, you must design a workflow with an input question that sets a priority.

For more information, see To build a workflow to set the priority value.

Important: The default priority is set to null, which prevents any priority from being displayed in the user interface.

A single fulfillment ticket is created in BMC Helix ITSM or BMC Helix Business Workflows

The request priority matches the priority of the fulfillment ticket if the Use enhanced priority calculation setting is enabled. No workflow updates are required. The system automatically sets the request priority when a fulfillment ticket is created. This initial priority is determined by the fulfillment's default priority.

If the Use enhanced priority calculation setting is disabled, the request priority is set to Null and is not updated automatically. Learn how to enable this setting in To display the Request priority field

Important: Custom priorities are not supported.

Multiple fulfillment tickets are created in BMC Helix ITSM or BMC Helix Business Workflows

The request priority is calculated based on the priorities of the fulfillment tickets if the Use enhanced priority calculation setting is enabled. No workflow updates are required.  

The request priority is equal to the highest priority of all associated fulfillment tickets. Fulfillment tickets that are canceled or rejected are ignored. When the priorities of the fulfillment tickets are updated, the request priority gets automatically recalculated. 

If the Use enhanced priority calculation setting is disabled, the request priority is set to Null and is not updated automatically. Learn how to enable this setting in To display the Request priority field

Important: Custom priorities are not supported.

You can also set the request priority via BMC Helix Digital Workplace Catalog REST API. For more information, see To set the priority via REST API

 

Before you begin

Before enabling the Request priority:

  • Make sure you have enabled the following setting in BMC Helix Innovation Studio:
    Administration > Digital Workplace Catalog > Service Request.
  • Be sure to enable the Calculate service request priority from associated external activity priorities setting.

To display the Request priority field

Perform the following steps to display the Request priority field for native service requests in both the end-user console and the Service Request report: 

  1. In BMC Helix Digital Workplace Catalog, click configuration gear.png to open the Application Settings.
  2. Click the arrow > next to Request Priority.
  3. To display the Request priority field for native service requests, turn on the Request priority toggle.
  4. To have the request priority calculated automatically based on the priorities of the fulfillment tickets, select Use enhanced priority calculation.

    Request priority.png

    Important

    • This setting applies to calculating the priority of a service request that is linked to a single or multiple fulfillment tickets in BMC Helix ITSM or BMC Helix Business Workflows. If no fulfillment tickets are created, you must build a workflow with an input question to set a priority. For more information, see To build a workflow to set the priority value.
    • When the Use enhanced priority calculation setting is enabled, the callback mechanism automatically updates the request priority in real time when fulfillment ticket priorities change.
    • When the Use enhanced priority calculation setting is not enabled, the default request priority is No priority is not updated automatically when the priority of linked fulfillment tickets changes.
  5. Click Save

After you enable the Request priority field, end users can view the priority of native service requests in the end-user console. Also, catalog administrators can check the priority of native service requests in the Service Request report. For more information, see Results.

 

To build a workflow to set the priority value

If a native service request is not linked to any fulfillment tickets, the default request priority is always Null after displaying the Request priority field is enabled. As a catalog administrator, you can allow your end users to change the default request priority by designing a workflow with an input question to set a priority.  

  1. Log in to the Catalog console and add a new workflow.
  2. On the Process Properties properties.pngtab, in the VARIABLES section, click Add/ Remove Variables to add the following process input variables:
    1. sbContext input variable of the Service Broker Context data type.
    2. Depending on your preferred method of collecting information from users about the required request priority, add one of the following process input variables. Each variable represents a different type of question for gathering user input:

      Name

      Variable Type

      Data Type

      Options

      Default Value

      Description

      Priority Name

      Input

      Text

      NA

      Enter the default priority as text. If a user doesn't enter the priority value while submitting the request, the request will be saved with this default predefined priority. 

      When submitting a native service request, end users are required to manually enter the priority.

      The valid priority values are:

      • CRITICAL
      • HIGH
      • MEDIUM
      • LOW

      Priority Ordinal

      Input

      Integer

      NA

      Enter the default priority as an integer. If a user doesn't enter the priority value while submitting the request, the request will be saved with this default predefined priority. 

      When submitting a native service request, end users are required to manually enter the priority value as an integer. Valid ordinal values for priority are: 1000, 2000, 3000, and 4000.

      Priority Selection

      Input

      Selection

      Add the following selection options:

      • Name: Critical and Integer Value: 1000
      • Name: High and Integer Value: 2000
      • Name: Medium and Integer Value: 3000
      • Name: Low and Integer Value: 4000

      Select the default priority out of the options defined. If a user doesn't enter the priority value while submitting the request, the request will be saved with this default predefined priority. 

      While submitting a native service request, end users will select the required priority from the list of available options.

  3. From the Palette, drag the Update Service Request element to the canvas and connect a sequence flow from Start Index to Update Service Request, and from Update Service Request to Exit.

    Update_Service_Request_workflow.png
  1. Configure the Update Service Request element by taking the following steps: 
    1. On the GENERAL Settings icon.PNGtab, from the Run as list, select Inherit from Process
    2. On the GENERAL Settings icon.PNGtab, in the INPUT MAP section, click Click to build an expression to define the following process input parameters: 

      Input Map parameter

      Field value

      Request ID (required)

      Select Process Variables > sbContext > Service Request >  Service Request ID.

      Priority

      Select the input variable that you created in Step 2b. For example, if you have created the Priority Selection input variable, select  Process Variables > Priority Selection.

  2. Save your workflow and close the workflow designer.
  3. Select the created workflow, and then select Actions > Manage Questions.
  4. On the Questionnaire Library panel, click Actions, and select Create single-user request.
  5. On the Questions tab, under the Process Questions section, drag and drop the process question that you created in Step 2b onto the canvas.
  6. Configure this process question so that it appears in the questionnaire.
    The information captured by this question is passed into the workflow. Your configurations depend on which input variable you created in Step 2b.

    Process Question

    Configuration

    Priority Name

    • Form Element Type—Select Text Field.
    • Label—Specify the question text that you want to display to the end users. This field is populated automatically with the process question label value.
    • Default value—If you have defined the Default Value setting in Step 2b, this toggle is turned on by default and the Default field is populated automatically. Don't change this prepopulated value. If you haven't defined this value in the workflow, turn on the Default value toggle. In the Type field, select Custom Value. In the Default field, enter the default priority as text. If a user doesn't enter the priority value while submitting the request, the request will be saved with this default predefined priority. 

    Priority Ordinal

    • Form Element Type—Select Text Field.
    • Label—Specify the question text that you want to display to the end users. This field is populated automatically with the process question label value.
    • Default value—If you have defined the Default Value setting in Step 2b, this toggle is turned on by default and the Default field is populated automatically. Don't change this prepopulated value. If you haven't defined the Default Value setting in Step 2b, turn on the Default value toggle. In the Type field, select Custom Value. In the Default field, enter the default priority as an integer. If a user doesn't enter the priority value while submitting the request, the request will be saved with this default predefined priority. 

    Priority Selection

    • Form Element Type—Select Dropdown (single select).
    • Label—Specify the question text that you want to display to the end users. This field is populated automatically with the process question label value.
    • Question values—The list is populated automatically with the selection options defined for the process question.

     

  7. Save your questionnaire and close the questions designer.
  8. In the Catalog console, attach this workflow and the associated questionnaire to a native service in the Service Options panel.
  9. Publish the service and complete the service entitlement to view the service in BMC Helix Digital Workplace.

 

To set the priority via REST API

You can use the BMC Helix Digital Workplace Catalog REST API to set the request priority. However, this approach is practical only when no fulfillment tickets are linked to a native service request or when the Use enhanced priority calculation setting is disabled. 

To set the request priority via the REST API, use the POST /requests method to initiate a request for a service by ID

Example request body
{  

   "serviceId": "{{serviceId}}",
   "priority": "HIGH"  

}

Important

The service request includes the serviceId parameter in the JSON body. Replace the placeholder variable {{serviceId}} with the actual service ID.

You can provide the following text values for the priority request parameter. Any other values are not supported: 

  • CRITICAL
  • HIGH
  • MEDIUM
  • LOW

Even though you set the priority as a string, it is stored as an integer in the database. The following table shows how string values correspond to integers: 

Accepted string values 

Corresponding database integers

CRITICAL

1000

HIGH

2000

MEDIUM

3000

LOW

4000

 

Results

After you enable the Request priority field, end users can view the priority of a native service request in the end-user console. 

  • The request priority value is displayed as a badge on the service request tile in the My Activity view: 
     

    Request priority badge displayed in a card view

    P1 badge.jpg

    Request priority badge displayed in a list view

    23.3.03 and later_active events and priority badge list view.png

  • The Request priority field is displayed in the Request Details view of a native service request. The priority value is displayed as a badge: 

    Important

    The following image shows an older design of the priority badge. Although there might be minor changes in the design, the overall functionality remains the same.

    priority_details_medium.png
     

  • If a service request is not linked to any fulfillment tickets, and the catalog administrator has created a workflow to manually set the request priority, end users can set the priority while submitting the request: 
     

    select_priority.png

    Important

    If the end user selects None from the list of priorities while submitting the request, this service request's priority will be set to No priority.

For more information, see To view the priority of native Catalog service requests.

Also, catalog administrators can check the priority of native service requests in the Service Request report.

Important

The following image shows an older design of the priority badges. Although there might be minor changes in the design, the overall functionality remains the same.

service_requests_report_highlighted.png

For more information about the Service Request report, see Reports-and-analysis-of-the-enhanced-service-catalog.

The color and text style of the Request priority badges are consistent with criticality styling used across various BMC products. 

 

FAQ

Refer to the following questions and their responses that can help you understand how the request priority is displayed: 

Is the request priority recalculated for reopened native service requests?

Yes, when end users reopen native service requests, the request priority is recalculated. While calculating the priority of a reopened native service request, fulfillment tickets created for both the original and reopened requests are taken into account. For more information about calculating the priority of a native service request linked to multiple fulfillment tickets, see Use cases for priority calculation.

How does the callback mechanism impact request priority updates?

The callback mechanism significantly reduce delays in updating the request priority when fulfillment ticket priorities change. This ensures that the request priority reflects the most recent fulfillment ticket priorities without requiring manual intervention or additional workflows.

 

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