Default language.

This documentation supports the 25.1 version of BMC Helix Business Workflows.To view an earlier version, select the version from the Product version menu.

Creating Foundation data specific to BMC Helix Business Workflows


As an administrator, you can create Foundation data that is specific to BMC Helix Business Workflows. You can create Foundation data for categories, support groups, people, and location, based on your organization needs.

The following table list the actions that you can complete to create Foundation data:

Task

Action

Reference

1

Define Organization data to represent a collection of people with a common purpose specific to the business and to support requirements.

2

Define Person data to represent an employee, an agent, a customer, or a vendor.

Person data also includes information about the person, such as their company and organization, site, contact information, roles, login information, and permissions.

3

Define Location data to represent an organization's physical attributes, such as office building or warehouse, or logical location such as sales region.

4

Define Categorization data to classify and organize sets of common items, such as, configuration items, support tickets, incident requests, change requests.

5

Define Geography data to represent the physical location of your sites by identifying the country, state or province, and city.

Where to go from here

Setting-up-functional-roles-permissions-and-assignments-for-users

 

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