Defining application configurations for your line of business
To add a new configuration for your line of business
- Log into BMC Helix Business Workflows and, click Settings
. - Expand Line of Business, and click Manage Line of Business.
- From the Line of Business list, select the line of business for which you want to define the configurations.
If you have access to a single line of business, the line of business is selected by default. - On the Application Configurations tab, click + Configuration.
- Specify the Configuration Name and Description.
- Specify the Configuration Value for the parameter.
- Click Save.
To view the default configurations for your line of business
- Log into BMC Helix Business Workflows and, click Settings
. - Expand Line of Business, and click Manage Line of Business.
- From the Line of Business list, select the line of business for which you want to define the configurations.
If you have access to a single line of business, the line of business is selected by default. - On the Application Configurations tab, view the default configurations and their values.
Configuration options
Use the following table to understand the default settings that are provided for your line of business in BMC Helix Business Workflows:
Parameter | Description | Reference |
|---|---|---|
ADD_DWP_SURVEY_ON_CASE | Enable the display of survey feedback for BMC Helix Digital Workplace Advanced service requests in BMC Helix Business Workflows. | |
ADD_VIEW_COUNT_TO_CASE_ACTIVITY | Protect privacy of case agents by disabling the tracking and displaying of case view counts in activity notes. | |
ALLOW_BCC_RECIPIENTS | Enable the inclusion of Bcc recipients when case assignees send emails from cases, tasks, and while replying to emails in the activity feed. | |
ASSET_INTEGRATION | Enable asset integration for your line of business. | |
AUTOMATED_TASK_FAILURE_NEXT_ACTION | Configure the next action that should occur when an automated task fails. | |
CASE_ALLOW_ADHOC_APPROVAL | Enable ad hoc approvals for cases. | |
CASE_ITSM_INTEGRATION | Enable the association of BMC Helix ITSM tickets to cases so that case agents can relate change requests, incidents, problem investigations, and work orders to cases. | |
CASE_REOPEN_TIMELINE_IN_DAYS | Specify the number of days within which a case can be reopened after it is resolved. | |
CREATE_SERVICE_REQUEST | Enable automatic case creation of a service request in BMC Helix Digital Workplace Advanced for a case. | |
DATE_FORMAT DATE_TIME_FORMAT | Set up the date format and the date-time format that are displayed in emails, notes, notifications and documents. | |
HIDE_AGENT_NAME_FROM_REQUESTER AGENT_NAME_ALIAS | Protect privacy by hiding the agent's name in the service request in BMC Helix Digital Workplace Advanced and chats. | |
INDIVIDUAL_ASSIGNMENT_METHOD | Enable automatic case assignment. | |
LIST_OF_EMAIL_PROFILES | View the email profile that is available for use with lines of business in your setup. Email profiles are configured before you define lines of business. The default profile is already configured in this setting. Administrators or case business analysts do not need to use this setting. | |
NEXT_REVIEW_PERIOD | Define the time for a periodic review of knowledge articles. | |
PDF_PASSWORD_POLICY | Enable the generation of a password to protect a generated PDF. | |
QUALIFICATION_BASED_CASE_ASSIGNMENT | Enable qualification-based case assignment for your line of business to configure case assignment rules with a qualification or query expression. | |
RESET_FEEDBACK_COUNTER | Reset the View, Helpful/Not Helpful, and Link counters for knowledge articles to measure the feedback separately for every version of a knowledge article. | |
RESOLUTION_CODE_MANDATORY RESOLUTION_DESCRIPTION_MANDATORY | Make the resolution code and resolution description mandatory when a case is resolved so that the case is linked to appropriate knowledge articles that can be used for reference. | |
RESOLVE_CASE_ON_LAST_TASK_COMPLETION | Automatically resolve a case that is created by using the case template after the completion of the last task in the case. | |
SET_STATUS_TO_ASSIGNED_ON_REASSIGNMENT | Reset the status of a case or task to Assigned when the Assigned Group is changed. | |
TASK_INDIVIDUAL_ASSIGNMENT_METHOD | Enable automatic task assignment in a round-robin manner to all case agents in a support group. | |
TRUSTED_OUTGOING_EMAILS | Set trusted outgoing domains and email addresses to be used while composing emails from cases and tasks. | |
UPDATE_PARENT_ON_NEW_ACTIVITY | Track activity updates in cases and tasks. | |
ALLOW_FORWARD_EMAILS_ | Use this option to allow the forwarding of emails from the Activity tab in cases and tasks. | |
KNOWLEDGE_ARTICLE_TRANSLATION | Use this option to enable automatic translation of knowledge articles to different locales. Valid values:
| |
Upgrade_Localized_Data | Upgrade the custom data in a line of business for supported locales. |