Creating and editing records
On Remedyforce Console list view, you can create and edit records. For information about the supported record types, see Overview of the Remedyforce Console tab.
To create a record
Perform the following steps:
- Navigate to Remedyforce Console > View.
- Select the record type that you want to create.
Click New. Fill in the details.
- The fields displayed on the new record form keep changing for each record type. For more information about each record type, see Using.
- To view the common actions that can be performed while creating records, see Actions that are supported while pasting images to records.
Click Save.
To edit a record
Perform the following steps:
- Navigate to Remedyforce Console > View.
- Select the record type that you want to edit.
Update the information in the required fields.
- The fields displayed on an existing record form keep changing for each record type. For more information about each record type, see Using.
- To view the common actions that can be performed while editing records, see Actions that are supported while pasting images to records.
- Click Save.
Actions that are supported while pasting images to records
The following table lists the common actions that are supported while pasting images to records:
| Action | Supported while creating records? | Supported while editing records? | Supported record types | Details |
|---|---|---|---|---|
| Copying images through Ctrl +C and pasting them to records through Ctrl +V. | Yes | Yes |
|
|
| Pasting images that are held in memory. | Yes | Yes | ||
| Dragging images from your computer and dropping them to records. | Yes | Yes | ||
| Viewing the embedded images in incidents that are created through emails. | NA | Yes | Incidents |
|
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