This service delivers OOTB enhancements and simple configuration changes across Forms, Workflows, BWF, Discovery, and DWP, as discrete backlog items. A request can bundle up to 3 Simple Items, drawn from any combination of the areas below.

• Forms — Add, edit, or remove up to 5 fields on a form; set mandatory/read-only/visibility rules; reorder or rename fields, sections, or tabs
• Views — Adjust filters, columns, sorting, grouping, or show/hide elements on an existing view
• Workflows — Update approvers, routing, or conditions on an existing workflow; add/remove one approval step; adjust escalation or reminder settings
• BWF — Edit steps, sequencing, field mappings, or a single condition in an existing process; activate/deactivate processes; update assignees, due dates, or reminders
• Discovery — Modify scan schedules, scope, or credentials; turn discovery patterns on/off; adjust one CI reconciliation rule
• DWP — Personalize a catalog item's fields, layout, or visibility; update catalog tagging/search; toggle dashboard widgets; basic branding tweaks
• Notifications & SLAs — Create or edit a notification using existing templates; adjust SLA targets, business hours, or escalation tiers

BMC Helix will provide this service with one of the approaches below:

This service delivers moderately complex configuration, customization, and light integration work across Forms, Workflows, BWF, Discovery, and DWP, as discrete backlog items. A request can bundle up to 2 Medium Items, drawn from any combination of the areas below.

• Forms — New calculated/derived fields, cross-field validation, or more than 5 fields per form — up to 10 fields or 2 forms per item
• Views — Build 1 new view from scratch using existing data sources
• Workflows — Build 1 new workflow from scratch, including up to 3 approval stages or branching conditions
• BWF — Design 1 new process with up to 3 decision nodes
• Discovery — Create up to 2 new discovery patterns, or 1 new CI type, or 1 new reconciliation rule set
• DWP — Build 1 new catalog item, service, or page from scratch (OOTB fulfillment only)
• Notifications & SLAs — 1 new SLA model with custom calculations, multi-tier escalation, or business-hour calendars

BMC Helix will provide this service with one of the approaches below:

This service delivers advanced customization, custom development, and integration of work across Forms, Workflows, BWF, Discovery, and DWP, as discrete backlog items. A request is typically scoped as 1 Complex Item, sized individually given the scale of effort involved — typically involving schema changes, custom objects, or integrations beyond single-module scope, with exact scope defined during a discovery/scoping phase.

• Forms/Objects — Custom scripting, custom fields/objects requiring schema-level changes, or new data models
• Views — Custom UI development, third-party widget embedding, or new custom applications/screens beyond OOTB capabilities
• Workflows/BWF — Multi-stage, multi-branch, or parallel-path workflows and BWF processes involving custom logic or scripting
• Discovery — Custom discovery patterns/TKUs, custom CI types requiring schema changes, or non-OOTB discovery source integration
• DWP — Custom DWP catalog fulfillment logic, new application development on the DWP platform, or SSO/identity integration
• Notifications & SLAs — Custom SLA/reporting frameworks requiring new calculation engines or external data source integration
• Cross-platform work —Work spanning multiple platform areas requiring coordinated design across forms, workflows, BWF, discovery, and DWP simultaneously

BMC Helix will provide this service with one of the approaches below: