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BMC Helix Business Workflows 21.x: Fundamentals Administering - Part 1

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.

The 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 21.x

Good for:

Administrators, Business Analysts

Course Delivery:

Instructor-Led Training (ILT) | 24 hours

Course Modules

  • 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