Phased rolloutThis documentation supports the 23.3 version of BMC Helix Business Workflows.To view an earlier version, select the version from the Product version menu.

Adding work notes to multiple related tickets


As a case agent, when you work on cases, send case-related information to agents working on related cases and BMC Helix ITSM tickets by adding work notes. You can add work notes to multiple related cases and tickets at a time, directly from a case and also use templates to add work notes.

To add work notes to multiple related tickets and cases

  1. On the case details page, click the Related tickets tab.
  2. On the Related tickets tab, select the cases or tickets for which you want to add work notes and click Add work note.
  3. In the Add work note panel, add the note in the text editor.
    To tag a user in the note, enter @employeeName, or @loginID, or @employeeEmail and select the correct user from the list displayed.
    To format the text, use the options in the text editor.
    You can use the the spell check option, if it is enabled for your line of business.
  4. (Optional) To add notes by using a notes template, click Notes Template and specify the following:
    1. In the Select Notes Template panel, in the Line of Business field, select your line of business.
      If you have access to a single line of business, the line of business is selected by default.
    2. In the Language field, select the language of the notes template.
      The default language is English.
    3. Select the template that you want to use to add the work notes and click Apply.
  5. To attach files to your work notes, click Attach.

    Important

    You can add a maximum of three attachments.

  6. To make the work note visible in the service request in BMC Helix Digital Workplace Advanced, select the Public checkbox. By default, the work note is added as a private note. In the parent case, the work note is added as a private note even if the Public checkbox is selected.
  7. Click Post.

After you add work notes to related cases and tickets, the information is displayed in the Activity tab of the related cases and tickets.

Important

  • If there are multiple cases and tickets created for a service request, when you add a public work note to two or more related cases and tickets, duplicate entries are displayed in the service request.
  • In related tickets, Rich text format (RTF) content in work notes is displayed in HTML format, if RTF is disabled in Progressive Web Applications. It is displayed correctly only if RTF is enabled in Progressive Web Applications. Learn how to enable RTF in Progressive Web Applications in Enabling rich text fields in Progressive Web Applications.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*