User interface overview


BMC Helix Business Workflows is a case management solution for multiple lines of business, that helps case agents and case business analysts to complete tasks that they perform frequently. To learn more about the tasks you can perform based on your role, see User-goals-and-features.

Learn how to navigate BMC Helix Business Workflows in the following video:

Play video icon.pnghttps://www.youtube.com/embed/V8EmupVnV1c

 

Navigation on a desktop browser

Access the BMC Helix Innovation Studio application and login by using your credentials. From the list of Workspace, click Business Workflows.

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The following figure shows the features that you can access:

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Click Navigation to explore various sections and features within the application. Use the Actions drop-down to select the required action. To access the Business Workflows application, click Visit deployed application, or alternatively, open the application directly in your browser and log in with your credentials.

The following figure shows the Cases console that you can access after you log on to BMC Helix Business Workflows:

This image shows the Cases console after you log on to BMC Helix Business Workflows

  1. Navigation bar
  2. Messages
  3. Settings
  4. Application launcher
  5. User profile
  6. Line of business
  7. Case statistics
  8. List of cases based on the filters applied

 

Navigation on a mobile device

Access BMC Helix Business Workflows from mobile devices by opening your company-specific link. You can also click the case or task link that you receive in email notifications to open the application on a mobile device. No additional permissions are required for opening and accessing BMC Helix Business Workflows on mobile devices. All permissions that are applicable in the desktop mode are also applicable on mobile devices.

 

Supported browsers and languages

The default supported browser on mobile devices is Google Chrome. Microsoft Edge and Apple Safari are also supported. All languages that are supported in the desktop mode are supported also on mobile devices.

  • Brazillian Portugese (pt-br)
  • Chinese- Simplified (zh_CN)
  • Danish (da)
  • Dutch (nl)
  • English (en)
  • English-Canada (en-CA)
  • French (fr)
  • French-Canada (fr-CA)
  • German (de)
  • Hebrew (iw)
  • Italian (it)
  • Japanese (ja)
  • Korean (ko)
  • Spanish (es)
  • Swedish (sv)
  • Thai (th)

 

 

Supported features

The following table lists the features that are supported and not supported on mobiles devices:

Actions supported on mobile devices

Actions not supported on mobile devices

  • Edit case and task details:
    • Change assignment
    • Change case template
    • Add attachments
  • View and add activity notes
  • Add related person to a case
  • Add attachments to activity notes
  • View task list and task preview
  • View list of related cases and preview cases
  • View related persons list and remove persons
  • View and search for knowledge articles on the Resources tab
  • View list of assets and preview assets
  • Flag or unflag cases
  • View or update task flow
  • Change case access
  • View or update employee profile
  • View activity notes in full screen mode
  • Add related case
  • Add a new task from template or ad-hoc task
  • Conduct Global search

Customization support

Mobile views contain side panels. These views are not customizable. In mobile views, you can view any customizations that you've done in the desktop mode for prior features. You must test any new customization that you make in the desktop mode for mobile devices.

 

 

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