This documentation supports the 22.1 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.

Creating separate top-level categories for HR and IT requests

As a BMC Helix Digital Workplace database administrator, you can add a top-level (root) category(s) for all items from BMC HR Case Management and BMC Service Request Management that are displayed for end users in the Browse categories menu of the BMC Helix Digital Workplace end user console.

By default, BMC HR Case Management and BMC Service Request Management items are displayed in one list, as shown in the following illustration:

browse_categories.png

To improve findability and ease of use, you can separateBMC HR Case Management and BMC Service Request Management items by creating root categories.

The following example shows separated root categories—HR services for all BMC HR Case Management items and IT services for all BMC Service Request Management items:

rootcat_19.11.png

Related topics

Administering-BMC-Helix-Digital-Workplace


Before you begin

Ensure that the categories have services associated with them. Blank categories are not displayed in BMC Helix Digital Workplace.

To configure the category page layout

Predefined categories of services are retrieved from all systems that are integrated with BMC Helix Digital Workplace. End users can view predefined categories by selecting Catalog > Browse categories, and browsing for a category. The selected category displays all services associated with it, which is configured in a connected external system.

In the BMC Helix Digital Workplace Admin console, you can configure the following settings:

  • The size of the service tiles
  • The category page style

To configure the category page layout, perform the following steps:

  1. In the Admin console, go to Service Requests > Settings > Category settings.
  2. In the Service Tiles section, select Small (Recommended) or Large.
    By default, the size of the service tiles displayed in categories is small. If you select Large , the size of the service tiles is bigger, and the tiles include additional available information: logo, title, ratings, and price.

  3. In the Page style section, select one of the following options:
    • View page by Services —Shows service tiles for the selected category.
    • View page by Category —Shows the tiles of the categories. Items are filtered out as the user selects categories to display.
      If you select the View page by Category option, you can configure the following additional settings:
      • Select the Carousel (Recommended) or List category tile layout.
      • Select No background or Use variants of the primary brand color for the category tile background.
  4. Click Save.

To configure the Browse categories drop-down

To configure the browse category drop-down, perform the following steps:

  1. In the Admin console, go to Service Requests > Settings > Category settings.
  2. In the External categories settings (SRM/HRCM) section, configure the following settings:

    • Show in Digital Workplace—Select Yes if you want to display the category settings for other products in the BMC Helix Digital Workplace end user console.

      This configuration replaces the Business Request Category feature setting that was available from the Application Features list.

    • Group external categories under Business Requests—Select Yes if you want to display the external categories under the Business Requests category. If you select No, the external categories will be displayed as part of the existing list under Browse Categories.

    • Show categories—Select No if the categories in HRCM and SRM are well-defined. Select Yes to display additional configuration that allows you curate the list of categories by adding or removing the root branches from external categories.

      You cannot segregate categories from multiple integrated applications. The categories are displayed in a single alphabetically sorted list.

      If you integrate with multiple applications or instances of applications with categories that use the same name, you will see only one instance of these categories in the configuration list. However, end users will see all the instances of categories that use the same name. If you hide a category that uses the same name across integrated applications, all instances will be hidden from your end users.