BMC Helix Business Workflows for a line of business
BMC Helix Business Workflows is a single application that can be used to manage cases related to multiple lines of business such as facilities, travel, legal, and so on. The requirement of each line of business is unique and BMC Helix Business Workflows gives you the flexibility to customize the flow of cases according to the business needs. A case business analyst performs a one-time activity of defining Flowsets for the required lines of business. When defining the Flowset, the case business analyst selects the categorizations, processes, and functions, and then associates a case template to the Flowset. Flowsets include customized processes for initialization, validation, status transition, auto-assignment, approval, notification, data access permission, and activity update by users. The appropriate Flowset is applied to a case based on the case template.
Process to use Flowsets for a line of business
The following figure explains the process to use flowsets for a line of business:
For more information about configuring flowsets, see Creating-a-Flowset-for-a-line-of-business.
The following sections explain the concepts related to Flowsets:
Flowsets
Flowsets are ways to define the flow of a case related to a particular line of business. The appropriate Flowset is triggered based on the case template. For example, the facilities Flowset is triggered when a case is created by using the facilities case template.
The following figure gives an example of a Flowset for facilities management and the associated categorizations and processes:
Functions
Functions are the typical developmental stages of a case lifecycle. BMC Helix Business Workflows provides the following functions for which you can create and configure processes for their line of business:
Function | This function is triggered... |
|---|---|
Initialization | When a case is created or updated. |
Validation | When a case is created or updated. |
Assignment | When a case is assigned to an assignee or a support group. |
Status transition | When the case status changes. |
Approval | When actions performed on the case require approval. |
Notification | When notifications are sent for different case events. |
Data Access Permission | When a case is created or updated. |
Activity Update by Users | When notes related to the following events are added into the case:
|
When a Flowset is triggered, the custom processes associated with these functions take precedence over the default processes.
Process library
The process library is a respository of processes created for a Flowset. For example, the processes for validation, status transition, assignment, approval, and so on for facilities are registered in the process library. A process can be used with a Flowset only if it is registered with a company in the processs library.
The following figure gives an example of a process library for Facilities:
Example of using Flowsets for different lines of business
On a shared system, two tenants—Tenant A and Tenant B want to use BMC Helix Business Workflows to manage cases related to Facilities management and Legal management. The status, assignment, approval, notifications message, and other functions of facilities and legal cases differ from each other for both the tenants. A case business analyst must define a Flowset each for Facilities management and Legal management.
In the following example, when a case is created, the appropriate Flowset is triggered based on the company and the case template:
The following video (6:15) explains the basic concepts of Flowset and how to define a Flowset:
Related topics
Creating-a-Flowset-for-a-line-of-businessDefining the application business logic through processesProcess designer elementsCategorization data