Out-of-the-box notification events, templates, and processes


BMC Helix Digital Workplaceprovides the notification engine on BMC Helix Innovation Suite to send email notifications to end users. As an administrator, you can use the out-of-the-box notifications events, templates, and processes or modify them to suit your business needs. They can be used only with the notification engine on BMC Helix Innovation Suite, 

 

 

Out-of-the-box notification events and templates

The following table lists the events supported by the notification engine on BMC Helix Innovation Suite and the supported customizations:

Notification event

Template

Email content and example

Email recipients

Localization 

Rich text formatting

Email reply supported?
(Applicable only for
Catalog native requests
and cases in
BMC Helix Business Workflows)

Service request - Single request submitted

DWP-Service Request Submitted

Email subject (as applicable)

<Service title> ordered on <order creation date>

Email body:

{service name} ordered on {date}

Service request details

  • Request ID
  • Order ID
  • Expected by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Requested by
  • Requested for 

Example of an email when a single request is submitted

single_request_submitted.png

  • Requested for
  • Requested by

✅️

Not applicable

✅️

Service request - Order request submitted

DWP-Order Submitted

Email subject 

<Quantity of requests> items ordered on <order creation date>

Email body:

{number of requests} ordered on {date}

Service request details

  • Order ID 
  • Expected by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Cost
  • Expected by
  • Requested for
  • Requested by

Example of an email when an order is submitted

order_request_submitted.png

  • Requested for
  • Requested by

✅️

Not applicable

❌️

Service request - Comments added to the request

DWP-Service Request Commented

Email subject

<Comment submitter> left a comment on <service title>

Email body:

Comment: <Comment text>

Service request details

  • Request ID
  • Order ID 
  • Expected by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Requested for
  • Requested by

Example of an email a comment is added to a service request

service_request_commented1.png

  • Requested for
  • Requested by
  • Collaborator

✅️

✅️

✅️

Service request - Status changed

DWP-Request Status Changed

Email subject

<Service title> status: <Request status>

Email body (as applicable)

  • Service request description
  • Rejected <reason>

Service request details

  • Request ID
  • Order ID 
  • Expected by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Requested for
  • Requested by

Example of an email when a service request status is changed

service_request_status_change.png

  • Requested for
  • Requested by
  • Collaborator

✅️

Not applicable

✅️

Service request - shared with people or group

DWP-Service Request Shared

Email subject (as applicable)

Request shared with <number of collaborators>

Email body (as applicable)

Request shared with {person/ people/ group}

Service request details

  • Request ID
  • Order ID 
  • Expected by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Requested for
  • Requested by
Example of an email when a service request status is changed

service_request_shared.png

  • Requested for
  • Requested by

✅️

Not applicable

✅️

Survey

DWP-Service Request Survey

Email subject

Tell us about your recent request for <Service title>

Email body

How was your experience requesting this item?

Smileys in the following sequence:

Terrible, Disliked, Okay, Good, Excellent

Service request details

  • Logo
  • Request ID
  • Title
  • Completed <date>

Example of an email with a survey

service_request_survey.png

  • Requested for

✅️

Not applicable

❌️

Notification event

Template

Email content

Email recepients

Localization

Rich text formatting

Email reply supported?
(Applicable only for
Catalog native requests
and cases in
BMC Helix Business Workflows)

Approval - Single approval needed

DWP-Single Approval Request Submitted

Email subject:

Approval needed for <service title>

Email body:

New <item> for <Requested for name>

Approval details

  • Request ID
  • Order ID:
  • Due by
  • Total cost

Item details

  • Logo
  • Title
  • Requested for

Action buttons

  • Approve
  • reject
  • On hold
Example of an email when a single approval request is submitted

single_approval_needed.png

  • Approver
  • Alternate approver
  • Reassigned approver

✅️

Not applicable

❌️

Approval - Order approval needed

DWP - Multiple Approval Requests Submitted

Email subject:

Approval needed for <number of> items

Email body:

Approval needed for {number of approvals} items

Approval details

  • Order ID
  • Due by
  • Total cost

Item details

  • Logo
  • Request ID
  • Title
  • Cost
  • Due by
  • Requested for
  • Requested by

Action buttons

  • Approve
  • Reject
  • On hold

Example of an email when an order approval is needed

order_approval_needed.png

  • Approver
  • Alternate approver
  • Reassigned approver

✅️

Not applicable

❌️

Approval - Approval delegation

DWP - Approval Request Delegated

Email subject:

<Delegator name> has assigned you to manage their approvals

Email body:

  • Start date <mm dd, yyyy><hh:mm>

Example of an email when an order approval is delegated

approval_request_delegation.png

  • Alternate approver

✅️

Not applicable

❌️

Approval - Comments added on the approval request

DWP-Approval Comment Created

Email subject:

<Comment submitter> left a comment on <service title>

Email body:

<Comment text>

Service request details

  • Request ID
  • Order ID 
  • Due by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Requested for
Example of an email when comments are added to the approval request

approval_comment_created.png

  • Approver
  • Alternate approver
  • Reassigned approver

✅️

✅️

✅️

Approval - Comments added after it is approval or rejection

DWP - Approval Comment Created

Email subject:

<Comment submitter> left a comment on <service title>

Email body:

<Comment text>

Service request details

  • Request ID
  • Order ID 
  • Due by <date>
  • Total cost

Item details

  • Logo
  • Title
  • Requested for

Example of an email when comments are added an approval is approved, rejected, or put on hold

approval_comment_created.png

  • Approver
  • Alternate approver
  • Reassigned approver

✅️

✅️

✅️

Approval Clarification Question

DWP - Approval Clarification Question

Email subject:

An approver needs more information to act on this request.

Email body:

Created: <Date and time when the clarification message was added>
Comment: <The clarification message>

Service request details

  • Request ID
  • Order ID 
  • Total cost

Item details

  • Logo
  • Title
  • Requested for

Example of an email when an approver requests clarification

email_notification_sample.png

  • Requested for

✅️

❌️

❌️

Approval Clarification Response

DWP - Approval Clarification Response

Email subject:

You've received a response to your approval clarification message.

Email body:

Created: <Date and time when the clarification response was added>
Comment: <The clarification response>

Service request details

  • Request ID
  • Order ID 
  • Total cost

Item details

  • Logo
  • Title
  • Requested for

Example of an email when a requester provides clarification

email_notification_response.png

  • Approver who requested clarification

✅️

❌️

❌️

Notification event

Template

Email content and example

Email recipients

Localization 

Rich text formatting

Email reply supported?
(Applicable only for
Catalog native requests
and cases in
BMC Helix Business Workflows)

Service health status changed

Service health status changed

Email subject

<Service health item name> status has changed

Email body

<Service health item name> status changed to <status name>

Example of an email when a service health items status is changed

notification en_service health status change.png


Subscribers

✅️

Not applicable

❌️

Notification event

Template

Email content and example

Email recipients

Localization 

Rich text formatting

Email reply supported?
(Applicable only for
Catalog native requests
and cases in
BMC Helix Business Workflows)

Appointment created

Appointment created

Email subject

Email body

Depending on the calendar configuration, the email body is from one of these variants:

  • Meeting at <place> or <location> and meeting request text
  • Meeting at <place> or <location>, <floor map>, <asset> and meeting request text
  • Meeting at <place> or <location. <room name> and meeting request text
Example of an email when an appointment is created

notification en_Appointment created.png

  • End users
  • Manager
  • Support staff

✅️

Not applicable

❌️

Appointment cancelled

Appointment cancelled

Email subject

Email subject text configured in the BMC Helix Digital Workplace Admin console. For more information, see Setting-up-help-desk-appointments

Email body

  • Appointment cancelled
  • Meeting request text

Example of an email when an appointment is cancelled

notification en_Appointment ccancelled.png

  • End users
  • Manager
  • Support staff

✅️

Not applicable

❌️

 

Out-of-the-box notification process

The Send Notification Through Notification Engine process is provided out-of-the-box. 

Notifcn en_OOTB process.png

The following table describes the process:

Component

Name of the component in the Palette

Description

Overwrite Text 12 field in dwp:Notification Record

Send Notification using Event

Sets the Reply-To field 420003531(Text12) variable Reply-To address for email actions in the Notification record definition.

Send Notification

Send Notification using Event

Calls action from the event specified in the sendNotificationUsingEvent record definition.

Set Rejected

Update Record

Sets the status field in the Notification record definition to Rejected.

Set Processed

Update Record

Sets the status field in the Notification record definition to Processed.

Important

If you customize a process, the subsequent updates provided out-of-the-box to the notification engine on BMC Helix Innovation Suite must be consumed manually. 

 

 

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