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Phased rollout This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Exercise 1 - Build and execute a process to get the PTO balance


BMC Helix Innovation Studio implementation details:

As a part of this service, 2 processes are developed:

  1. Get Leave Balance
  2. Request Time Off

Note: The process used to calculate the leave balance is a hardcoded standalone Innovation Studio implementation as the main purpose of this sample use case is to show you how to implement the Chatbot component. To properly implement this, you will need to invoke an external application, where leave information is stored, using Innovation Studio process designer capabilities. Please refer to the following link form more information about creating process and their capabilities: Defining the application business logic through processes.
Get Leave Balance Process:
 From Innovation Studio select the Processes tab and open the Get Leave Balance process.
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Once the process is displayed within the Process Designer UI, you will see that there is no activity. It's a very simple process which just returns a hardcoded value for the leave balance. The leave balance value is set to 30 days.
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If you edit the leavebalance output variable you will see the following configuration for it. Please note the Variable ID as this will be used in the Watson Dialog nodes.
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Next, we will test the process. To test a process, click on the "Manage Processes" option as highlighted in the screenshot below.
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Next select the Get Leave Balance process and then click Run.
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You will be prompted for inputs to the process but in this case, there are no inputs, so you will not see any field. Next click on the Run button as shown below.
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Now process has executed. Click on Context Key highlighted in the screenshot below. From there you will see all the information related to that process instance.
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In the following screenshot, within the highlighted box, you will see all the input and output variables for the process. In this case, the leaveBalance process has one output variable with a value of 30, which is as expected.
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