This documentation supports the 23.3 version of BMC Helix ITSM: Service Desk.To view an earlier version, select the version from the Product version menu.

Broadcasting messages to users


With BMC Helix ITSM, you can send notifications or emails to the entire company or site. These notifications or emails are delivered to the mobile device of the targeted end users and can communicate emergency or general information, and contain web links that provide more information.

You can send broadcasts to a company or location (site) to which you have access. For example, you can send a broadcast to users at a certain campus location and building that is supported by your group, to notify them of certain maintenance work.

You must have the Broadcast Submitter functional role to send a broadcast in BMC Helix ITSM. You cannot modify a broadcast that is created in BMC Helix ITSM. There are some restrictions on where the broadcast messages are received. For more information, see Where are broadcasts received?

The push notification (mobile devices) does not appear as broadcast, but it appears at the top of the Updates feed of the BMC Helix ITSM Dashboard.

For broadcasts created by using the Progressive Web App screens, the notifications and emails are not sent, but they are displayed on the Dashboard. To send notifications or emails, you must add fields in the CFG:Broadcast form. For more information, see To send notifications or emails for broadcasts created by using Progressive Web App screens.

To create a broadcast

  1. Log on to BMC Helix ITSM.
  2. Select Create New > Broadcast.
  3. On the Create broadcast screen, enter the appropriate information, such as the target audience (company or location), headline, message text, and the broadcast start and end dates.
    The broadcast headline can be up to 255 characters long for classic Smart IT and up to 100 characters long when created via the Progressive Web Apps. The broadcast message can be up to 255 characters and can include an attachment. You can specify the type of broadcast, for example, whether the broadcast contains general information, or information about a scheduled or unscheduled outage (unavailability). The broadcast will be active between the start and end time that you specify.
  4. Save the broadcast.

Where are broadcasts received?

In Mid Tier, you can access broadcast in the following consoles and view them even with minimum permissions:

  • Incident Management Console
  • Asset Management Console
  • Problem Management Console
  • Change Management Console
  • Knowledge Management Console
  • Work Order Management Console
  • Service Request Entry Console

Except the Service Request Entry Console, the rest of the consoles listed above display both the public and internal broadcasts in detail. The Service Request Entry Console displays only public broadcast messages, and you can only preview them.

BMC Helix ITSM users, with functional role of a Broadcast Submitter, can view internal and public broadcasts that are sent and received through BMC Helix ITSM.

BMC Helix ITSM Agents can view active broadcast messages from the defined start time to the defined end time through the Updates feed on the BMC Helix ITSM dashboard. They can filter the broadcasts from the Activity feed to view only active broadcast messages. Future broadcasts cannot be viewed until the Start Time.

The following important considerations are about broadcasts in Mid Tier and BMC Helix ITSM:

 Mid Tier

 BMC Helix ITSM

  • Broadcasts created in Mid Tier are restricted to the site or company for which they are created. 
  • Broadcasts created in Mid Tier are visible in BMC Helix Digital Workplace.
  • Broadcasts created in Mid Tier are visible to BMC Helix ITSM users for the company or site, as applicable.
  • BMC Helix ITSM displays the broadcast from the CFG:Broadcast form.
  • Broadcasts created in BMC Helix ITSM are restricted for the site or company for which these are created. If users have access restriction on certain company, the site specific broadcast for that company is not visible to them but they can view the company specific broadcast.
    Users who have unrestricted access are able to see only their site specific and company specific broadcast to which they have access. Users who have administrator permission are able to see all active broadcasts irrespective of the site or company.

The following table is based on a scenario, and will help you understand broadcasts better. Here, a fictitious company, Calbro Services has BMC Helix ITSM, BMC Helix Digital Workplace, and Mid Tier users. Calbro Services has offices located in Santa Clara and Vancouver. The table shows where broadcasts are received, based on where the broadcast is sent from.

Broadcast sent from

Broadcast received at

Mid Tier users (Santa Clara)

Mid Tier users (Vancouver)

BMC Helix Digital Workplaceusers (Santa Clara)

BMC Helix Digital Workplaceusers (Vancouver)

Classic Smart ITusers (Santa Clara)

Classic Smart ITusers (Vancouver)

Mid Tier 
(Santa Clara)

Yes

Yes

Yes

Yes

Yes

Yes

Mid Tier 
(Vancouver)

Yes

Yes

Yes

Yes

Yes

Yes

BMC Helix Digital Workplace
(Santa Clara)

No

No

Yes

No

No

No

BMC Helix Digital Workplace
(Vancouver)

No

No

No

Yes

No

No

Classic Smart IT (Santa Clara)

Yes

Yes

No

No

Yes

Yes

Classic Smart IT (Vancouver)

Yes

Yes

No

No

Yes

Yes

Progressive Web Apps
(Santa Clara)

Yes

Yes

No

No

Yes

Yes

Progressive Web Apps
(Vancouver)

Yes

Yes

No

No

Yes

Yes

To customize settings in Developer Studio for broadcasts created by using Progressive Web App screens

You can customize settings in Developer Studio to send notifications or emails for broadcasts that you create by using Progressive Web App screens.

  1. Log in toDeveloper Studio.
  2. Create an overlay of the CFG:Broadcast form with the SV_Create view.
  3. Create a panel and add the following fields in the order shown below.
    For more information, see Developing Progressive Web Applications.
    • Notify
    • Support Company
    • Support Organization
    • Support Group
  4. Under Display Properties, set the Field Access property of the Notify field to Read/Write.
  5. Click Save.

The above fields are now available for selection when you create a broadcast by using the Progressive Web App screens.


Instructions for classic interfaces

View instructions for Mid Tier

You can send messages to your entire organization, selected groups within the organization, and to external customers by using the broadcast feature. You can use send messages about work in progress, outages, knowledge article updates, and so on. You can also use this feature to view messages that were broadcast to you from other groups in your organization.

Broadcasts are filtered, based on the following criteria:

  • Global and company-specific broadcasts are displayed to logged-in users.
  • Only Global broadcasts are displayed to guest users.

You can send broadcasts to a company or location (site) to which you have access. For example, you can send a broadcast to users at a certain campus location and building that is supported by your group, to notify them of maintenance work. The broadcasts are active during the start and end time that you specify.

Disclaimer

Although the concepts and procedures presented in this video are correct, the user interfaces shown are not current.

icon-play.pnghttps://youtu.be/CY5CkaakfLg

Before you begin

To create a broadcast, you must have the Broadcast Submitter functional role.

To create a broadcast message

  1. In the application console, click View broadcast or New broadcast.
  2. In the View broadcast dialog box, click Create.
  3. Enter information in the required fields.
    Required fields appear in bold on the Broadcast Details tab.
    • The Company field is mandatory. To specify a specific part of the company, fill in the other location fields. For example, you can specify the site, organization, or department.
      Out of the box, you can only define broadcast messages for the Global company.
    • Broadcast Start Date and Broadcast End Date — To start the broadcast now, click in the Broadcast Start Date field. Click Browse to select a start and end date from the calendar. You can also specify times of the day by using the Time option available at the bottom of the calendar.
    • Broadcast Originated From — This field is automatically filled in according to the source from where you are creating the broadcast. If you create a broadcast from an investigation, the value is set to Problem Investigation.
    • Broadcast Originated From ID — When you define a broadcast from within a record, this field is automatically filled in. If you define a broadcast from the main console, the field is unavailable.
    • View Access — To make the broadcast visible only to members of your organization, select Internal. To make the broadcast visible from the Requester console, select Public.
    • Send to Twitter? — To post the broadcast message by using a configured Twitter account, select Yes. For additional information about receiving broadcast messages through Twitter, see Receiving BMC Helix ITSM broadcasts in RSS Feeds and on Twitter.

      Important

      This option is available only when you select Global in the Company field and set the View Access value to Public.

    • Notify — Select Yes to send broadcast notification automatically to an individual or group.
      If you select Yes, the Email option and the Notify Support area appears.
      • Select Manual Email to manually send an email about the broadcast. On the Email System form, enter Internet Email, and then click Send Email Now.
      • Use the Notify Support area to indicate which group to notify of the broadcast. You must complete all three fields--Support Company, Support Organization, and Support Group. The notification is sent according to the Broadcast Start Date field.
    • Priority — Select a priority level for the broadcast.
  4. To add an attachment to the broadcast, right-click inside the table and select Add from the menu.
    Only one attachment is allowed for each broadcast.
  5. To add members of another group to be able to modify the message, select Authoring Groups > Manage Authoring Groups and select the group to provide authoring rights, and then click Add.
  6. Click Save.

To view broadcast messages

If you belong to an authorized authoring group, you can modify the message and define a new broadcast message while you view broadcasts. Also, when you view the message from the current record, you can relate the broadcast message to the current record.

  1. On the application console, click New broadcast, which notifies you when there are new, unread broadcast messages.
  2. Select the message to view from the Broadcast table, and then click View.
  3. To view another message, close the View Broadcasts dialog box, select the broadcast message to view, and then click View.

Controlling the timing of broadcast pop-up messages

From the BMC Asset Management, BMC Change Management, BMC Service Desk: Incident Management, and BMC Service Desk Problem Management consoles, you can control the timing of broadcast pop-up messages. Broadcast pop-up messages alert you to the presence of broadcast messages.

The options are:

  • Never — Broadcast messages do not automatically pop up on the screen. You must click View Broadcast to view them.
  • On Console Open — New broadcasts messages are displayed on the screen when you open a console for the first time. After you view the broadcast from any console, the pop-up message does not appear unless there is a new broadcast message.
  • On Console Refresh — New broadcast messages display only when you refresh the console by clicking the Refresh button available in the top right corner of the console.

The On Console Open and On Console Refresh options display the broadcast pop-up alert only in certain scenarios.

Scenario

On Console Open option

On Console Refresh option

You log in to a new session and open any console for the first time. New broadcast messages are available since the last time you logged in.

✅️

✅️

While you are logged in to a current session, new broadcast messages become available. You then open any console for the first time.

✅️

✅️

While you are logged in to a current session, new broadcast messages become available. You reopen a console in the current session, and click the Refresh button on that console.

❌️

✅️

You log in to a new session and open any console for the first time. There are no new broadcast messages since the last time you logged in.

❌️

❌️

While you are logged in to a current session, new broadcasts become available. You reopen a console in the current session, but you do not click the Refresh button on that console.

❌️

❌️

In a current session, you have already viewed the new broadcasts from one console. You then open another console for the first time, or reopen a console in the current session, and then click the Refresh button.

❌️

❌️

To set the timing of pop-up messages

  1. From the application console, select Functions > Application Preferences.
  2. On the Request Preferences form, click the Broadcast tab.
  3. In the Broadcast Auto Popup field, specify one of the following default settings:
    • Never
    • On Console Open
    • On New Broadcast
  4. Click Save.
    For the changes to take effect, you must close the application and log in again.

To create a broadcast message from a Service Desk form

To create a broadcast message from an Incident Management or Problem Management form, you must have the functional role of Broadcast Submitter.

  1. From the Navigation pane, select Quick Actions > Broadcast Incident (or Broadcast Problem) to open the New Broadcast or Modify Broadcasts form.
    When you create a broadcast message from a record, it is related to that record. When you create a broadcast message from a console, it is not related to any specific record.
  2. Enter information in the following required fields:

    Field

    Description

    Company

    The company to which this broadcast pertains. Only users with access to this company can see the broadcast. If you select Global, the broadcast is sent to everyone.

    Of the various Location fields, only Company is mandatory. The other Location fields (Region, Site Group, Site, Organization, and Department) are informational fields that allow you to specify the physical location to which the broadcast applies. These fields do not otherwise restrict who can see the broadcast. All people assigned to the specified company will see the broadcast.

    Subject

    A short description of what the broadcast is about.

    Broadcast Message

    The text of your message.

    Broadcast Type

    The type of broadcast: General Information, Unavailability, or Scheduled Unavailability.

    Broadcast Start Date and Broadcast End Date

    To start the broadcast now, click inside the Broadcast Start Date field, and press Enter.

    To select a date from the calendar, click the Browse button next to the field, and select the dates on which you want the broadcast is to start and end. To specify times of the day, use the Time feature at the bottom of the calendar.

    Broadcast Originated From

    This field is completed by the system. The contents depend on where you are creating the broadcast. If you broadcast from an incident, this field is set to Incident.

    Broadcast Originated From ID

    This field is completed by the system when you create a broadcast from within a record. If you create a broadcast from the main console, the field is dimmed.

    View Access

    If you want the broadcast enabled only for members of your organization, select Internal. If you also want the broadcast enabled from the Requester console, select Public.

    Notify

    If you want a broadcast notification automatically sent to an individual or group, select Yes. Then, the Manual Email button and the Notify Support area appear.

    Use the Manual Email button to manually send an email about the broadcast to a person or group. When the Email System form appears, enter the recipient's email address in the Internet Email field, and click Send Email Now.

    Use the Notify Support area to indicate the group you want to notify of the broadcast. You must complete all of the fields: Support Company, Support Organization, and Support Group.

    Priority

    The priority level for the broadcast: Low, Medium, or High.

  3. To add an attachment to the broadcast message:
    1. Right-click inside the table and select Add
      The Add Attachment dialog box appears.
    2. Select the file you want to attach.
    3. Click Open to attach the indicated file.

      You are limited to one attachment for each broadcast.

  4. To allow members of another group to modify the message:
    1. Click the Authoring Groups tab.
    2. Click Manage Authoring Groups.
      The Authoring Group dialog box appears.
    3. From the menus, select the group that you want to have authoring rights.

      The support group that you belong to appears in the table by default.

    4. Click Add.
    5. Indicate another group, or click Close to dismiss the dialog box.
  5.  Click Save


 

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