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

Key concepts


Before you start using BMC Helix Business Workflows, you should understand its related concepts. The following table lists the topics in this section that provide more information about product usability, components, and features:

Action

Reference

Understand how you can use BMC Helix Business Workflows for a line of business.

Learn about the product architecture.

Learn about creating and managing cases.

Learn about creating and managing tasks.

Learn about approvals for cases and tasks.

Learn about applying views to your line of business.

Learn about enabling asset integration for a line of business.

Learn how to create checklists for case agents to complete a list of items.

Learn about knowledge articles, sets, templates, and other concepts related to them.

Learn about dynamic, custom, and extension fields.

Learn about service targets and how to monitor them.

Learn about the permissions associated to different users.

Learn about the out-of-the-box notifications that are available and other concepts related to notifications.

Learn about the BMC Helix Digital Workplace Catalog and its concepts.

Learn about the content packages that includes various content use cases that you can use to implement common processes and standards for your organization.

Learn about the Document Library.

Learn about the details that are provided in a user profile page.

Learn about the different terms related to the application.