BMC Helix Business Workflows 23.x: Fundamentals Administering
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.
This course combines classroom instruction with laboratory exercises to guide students through the basic concepts and configurations of BMC Helix Business Workflows.
Major release:
BMC Helix Business Workflows 23.x
Good for:
Administrators, Business Analysts
Course Delivery:
Instructor-Led Training (ILT) | 24 hours
Course Modules
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Getting Started with BMC Helix Business Workflows
- Introduction to BMC Helix Business Workflows
- BMC Helix Business Workflows architecture
- Integrating BMC Applications
- BMC Helix Business Workflows roles and responsibilities
- Navigating BMC Helix Business Workflows
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Line of Business and Foundation Data
- Concept of line of business
- Setting Up a Line of Business
- Associating Foundation Data
- Data Access Model
- Overview of data access model
- Configure and verify the data access model
- Managing Content Packages and Content Use Cases
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Managing Cases, Checklists, and Tasks
- Configuring Case Search Options
- Managing Case Templates
- 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
- Adding a Checklist to Case Templates
- Creating Dynamic Fields
- Creating a To-do Task Template
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Configuring Automatic Case Assignment
- Configuring Case Assignment
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Managing Automatic Case Creation via BMC Helix Digital Workplace Catalog Requests
- Relating BMC Helix Digital Workplace Catalog to 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
- Process of Enabling Case Creation via a Service Request
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Configuring Service Targets
- Configuring Service Targets
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Configuring Task and Case Approvals
- Approval flow for a case or task
- Concepts of status trigger and expression
- Process of configuring task approvals
- Process of configuring case approvals
- Process of enabling ad-hoc approvals for cases
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Managing Knowledge Articles
- Various terms related to Knowledge Management including knowledge sets and knowledge templates
- Various Knowledge Management roles and permissions
- Steps to develop a knowledge article
- Process create and publish knowledge articles