BMC Helix Business Workflows 21.x: Fundamentals Administering - Part 1 (SPT)
BMC Helix Business Workflows is a cloud-native case management application for all lines of business. It provides services to employees in a scalable, managed, and automated way. Built on BMC Helix Innovation Studio, it provides the ability to create automated workflows without writing code and tailor the user interface to meet the organization's need.
In this course, you will learn about the basic concepts of BMC Helix Business Workflows. You will also learn about configuring a line of Business cases, and templates. In addition to this, you will understand how to use BMC Helix Digital Workplace Catalog Service Requests to automatically create cases. You will also learn about questionnaires, dynamic case fields, implementing business processes.
IMPORTANT: This Self-Paced Training (SPT) course contains only a course instructor video that includes a demonstration of recorded lab exercises.
This course offers closed captioning in five additional languages: French, Spanish, Deutsch, Portuguese and Italian. The multi-lingual closed captioning is generated using artificial intelligence (AI) and machine translation so that more customers can benefit from our courses.
Major release:
BMC Helix Business Workflows 21.x
Recommended Prerequisites:
Good for:
Administrators, Consultant
Course Delivery:
SPT | 24 hours
Course Modules
-
Module 1: Getting Started with BMC Helix Business Workflows
- Introduction to BMC Helix Business Workflows
- BMC Helix Business Workflows architecture
- BMC Helix Business Workflows roles and responsibilities
- Navigating BMC Helix Business Workflows
-
Module 2: Configuring a Line of Business
- Concept of line of business
- Configuring a new line of business
-
Module 3: Foundation Data and Data Access Model
- Associating foundation data with a line of business
- Overview of data access model
- Configure and verify the data access model
-
Module 4: Managing Cases and Tasks
- Overview of case and task management
- Case types and lifecycle
- Creating case template
- Updating case templates
- Task types and lifecycle
- Creating task template
- Task flow and types of task execution
- Introducing the task flow designer
- Adding a static assignment to the case template
-
Module 5: Automatic Case Creation via BMC Helix Digital Workplace Catalog Service Requests
- Relation between the BMC Helix Digital Workplace Catalog to BMC Helix Business Workflows
- Configuring service connectors
- Process of enabling case creation via a service request
- Creating service questionnaires
- Adding a dynamic field to a case template
- Adding a dynamic field to a task template
- Overview of automatic case assignment
- Methods of configure automatic case assignment
- Configuring assignment mapping
- Changing static assignment to dynamic assignment
- Configuring Service Targets
-
Module 6: Configuring Approvals
- Overview of approvals
- Defining a chain of approvals
- Create an approval mapping