Customizing forms for the Remedyforce Console tab

This section provides information about customizing forms that are displayed on the Remedyforce Console tab for the Incident, Task, Problem, Change Request, Release, and Broadcast objects.

To add a custom button for a custom action, see Defining buttons for custom actions.

The following topics are provided:

Overview of field sets

Each form is composed of one or many fields. The location of the field on the UI depends upon the field set to which the field is added. A field set is a group of fields that is used to store related information. For example, a field set that provides details of a user can contain fields, such as First Name, Last Name, and Designation. System administrators can add or remove fields in a field set. After you add a field to a field set, it is displayed in the UI.

For information about managing fields in a field set, see Adding or removing fields on a form.

For information about adding fieldsets on an object form, see https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_editing_field_sets.htm&language=en_US#fields_editing_field_sets 

System administrators can also add field sets on the Incident, Task, Problem, Change Request, Release, and Broadcast objects, and then select the field sets that are shown on the corresponding forms on the Remedyforce Console, Incident Console, or Task Console tab. For more information, see Managing custom layouts for console forms.

The following table lists the out-of-the-box field sets that are provided for the Remedyforce Console, Incident Console, and Task Console tabs.

These field sets have custom labels based on the section that the field sets represent on a form. For example, the Console - Status and Priority field set of the Incident object contains fields that are provided in the Status and Priority Details section on the Incident form.

Adding or removing fields on a form

You can customize forms by adding or removing fields from the console-related field sets that are available for the Incident, Task, Problem, Change Request, Release, and Broadcast objects. The fields are displayed on the form in the same order in which they are added to the field set.

You can create custom fields for an object and add these custom fields to the console-related field sets. When you create a custom field, it is available on each of the field sets. For information about creating custom fields, see https://help.salesforce.com/apex/HTViewHelpDoc?id=adding_fields.htm&language=en_US.

If you add fields to a custom field set of the Incident, Task, Problem, Change Request, Release, and Broadcast objects, the fields are shown on the corresponding form only if that field set is available on the Remedyforce Console, Incident Console, or Task Console tab. For more information, see Managing custom layouts for console forms.

Consider the following points when adding fields to the custom or console-related field sets (for example, Console - Client Details) on the Incident, Task, Problem, Change Request, Release, and Broadcast objects:

• If you add the same field in multiple custom or console-related field sets, the field is displayed only in the field set that is ordered higher on the form. For information about reordering the field sets on the a form, see Managing custom layouts for console forms.
  For example, the display order of the field sets is Console - Client Details, Console - Incident Details, and Console - Service and CI, and the Category lookup field is added in the Console - Client Details and Console - Service and CI field sets. In this case, the Category lookup field is displayed in the Console - Client Details field set only.

• You can add the Owner and Staff look up fields to any custom field set on the required form on the Remedyforce Console, Incident Console or Task Console tab. However, these fields are displayed in the custom field set based on the Enable Queue and User Assignment setting and the availability of the Assignment Details section.
  
  For information about the Enable Queue and User Assignment setting, see Configuring record assignment settings.
  
  For information about adding or removing the Assignment Details section, see Managing custom layouts for console forms.
  
  The following table describes the scenarios in which the Owner and Staff lookup fields are displayed in a custom field set on a console form.

  Enable Queue and User Assignment setting	Assignment Details field set on the form	Owner field displayed in the custom field set on the form	Staff field displayed in the custom field set on the form
  Selected	Available	No	No
  Not Selected	Available	No	Yes (By default, the logged in user is displayed in the Staff field. The Staff lookup pop-up window displays all staff members; you can select another staff member based on your requirements.)
  Selected	Not available	Yes	Yes (The Staff lookup pop-up window displays only the staff members who belong to the queue that is selected in the Owner field.)
  Not selected	Not available	Yes (By default, the logged in user is displayed in the Owner field)	Yes (By default, the logged in user is displayed in the Staff field. The Staff lookup pop-up window displays all staff members; you can select another staff member based on your requirements.)

To add or remove fields on a form

1. Navigate to Setup > Create > Objects.
2. In the Label column, click the required object name.
3. In the Field Sets section, in the Action column for the field set that contains the fields that you want to add to the form, click Edit.
4. (Optional) If the field that you want to add to your form is not available in the Available for the Field Set list, select the required related field in the Incident list and drag the field in the Available for the Field Set list.

5. From the object palette, drag the field to the In the Field Set list.
   The form displays all fields that are added to the In the Field Set list. The order in which fields appear in the custom form depends on the order in which the fields are arranged in the object palette. You can rearrange the fields in the Field Set list by dragging and dropping.

   Note

   If you move the Status, Impact, or Urgency fields from the Status and Priority Details section to any other section, the fields appear as a lookup field and not as a picklist. However, only on the Incident form, the Status, Impact, or Urgency fields are displayed as a picklist even if you move them to a different section.

6. (Optional) To mark a field as required on the form, perform the following actions:
   1. In the In the Field Set list, for the field that you want to mark as required, click .
   2. In the Field Set Item Properties window, select Required.
   3. Click OK.
7. (Optional) To remove the selected fields from appearing in the custom form, click the x button that appears on the field name.
   After creating a record of an object, if you remove a field from the field set, the value of the field is not deleted from the record. When you add the field to the field set again, the field retains the earlier value and you do not have to enter a new value for the field.

8. Click Save.
   
   The customized form appears when you open an existing object record or create a new record. If you have opened an existing record, click the Refresh toolbar button to view the fields that you have added and removed during customization. The customized form is also available if you log on later.
   If you add a field from multiple field sets, the field appears in multiple locations on the form.

   Note

   If you define dependencies between fields, ensure that you do not add the controlling and dependent fields multiple times on the form. Otherwise, the field dependency might not work correctly. This is applicable for Tasks, Problems, Change Request, and Release forms only.

To mark a field as required on a form

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Manage Objects tile, and from the menu select Create and Edit Objects.
3. From the Objects list, select the required object name and then click Field Sets.
4. In the Action column for the field set that contains the fields that you want to mark as required, click Edit.
5. In the In the Field Set list, for the field that you want to mark as required, click .
6. In the Field Set Item Properties window, select Required.
7. Click OK.

Adding <BLANK> field on a console form

You can manage the space between fields in any section of the console form by adding the <BLANK> field to Incident, Task, Problem, Change Request, Release, and Broadcast objects field sets.

For example, a field set has three fields: Category, Description, and Resolution. If you want to show the Description and Resolution fields in the same row, you can add the <BLANK> field next the to the Category field to ensure that Description and Resolution fields are shown in the same row.

The following figure shows the how the <BLANK> field is used to align fields in a section of the console form:


BMC Remedyforce provides one <BLANK> field out of the box. If you want to add multiple blank fields in a section, you must create new fields with the same label (<BLANK>) but a unique API name.

To create a new <BLANK> field

1. Navigate to Setup > Create > Objects.
2. In the Label column, click the required object name.
3. On the Custom Object page, in the Custom Fields & Relationships section, click New.
4. On the Step 1. Choose the field type page, select a data type and click Next.
5. On the Step 2. Enter the details page, perform the following actions:
   1. In the Field Label field, enter <BLANK>.
      Because you want to create this field to use it to align the fields in a section, you must keep the field label <BLANK>.
   2. In the Length field, enter 1.

   3. In the Field Name field, enter a unique name and click Next.
      The field name must be unique, and you cannot use the same name as any other custom <BLANK> field. For example, you might use the following field names:

      Field Label	Field Name
      <BLANK>	Blank1
      <BLANK>	Blank2

6. On the Step 3. Establish field-level security page, select the Visibility or Read-Only check box to set the field-level security for the required profiles, and click Next.
7. On the Step 4. Add to page layouts page, in the Add Field column, select the page layout Remedyforce <object name> Console version 1.0 and click Save.
8. If you add the out-of-the-box <BLANK> field to a Salesforce page layout form, the field appears as a text field.
9. After you create a custom <BLANK> field, you can add it to a required field set on a console form.

To add a <BLANK> field on a console form

1. Navigate to Setup > Create > Objects.
2. In the Label column, click the required object name.
3. On the Custom Object page, in the Field Sets section, locate the Action column for Console - <field set>, and click Edit.
4. From the palette, drag the <BLANK> field to the In the Field Set column.
5. Click Save.

Adding or removing related lists from an object form

You can add or remove related lists that enable the users to save related information about a record.

1. Navigate to Setup > Create > Objects.
2. In the Label column, click the object for which you want to add or remove related lists.
3. On the Custom Object page, in the Page Layouts section, in the Action column for Remedyforce <object name> Console version 1.0, click Edit. For example, Remedyforce Incident Console version 1.0.
4. From the palette, click Related Lists.
5. To add a related list, drag the required list from the palette to the layout.
6. To remove a related list, click .
7. Click Save.

Adding or removing buttons in related lists on the Remedyforce Console tab

You can add out-of-the-box custom buttons to the related lists or define custom buttons and then add the custom buttons to the related lists. For more information, see Defining buttons for custom actions.

To add or remove a button in related lists on the Remedyforce Console tab

1. Navigate to Setup > Create > Objects.
2. In the Label column, click the object for which you want to add or remove the button.
3. In the Page Layouts section, for Remedyforce <object name> Console version 1.0 in the Action column, click Edit.
4. From the list on the left side, select Buttons.

5. Drag the custom button in the Custom Buttons section or remove the custom button added to the related lists.

   Note

   Do not add an out-of-the-box button that is provided for the object. If you add such a button, the user is redirected to the Salesforce page layout. However, you can add the Suggested Experts out-of-the-box button on the Task form.

6. Click Save.

Adding the Collision column in the Linked Change Requests related list of the Release module

To view the colliding change requests in the Linked Change Requests related list of the Release module, add the Collision column to the related list.

1. Click All Tabs  .
2. Click the Releases tab.
3. Click a record.
4. On the top-right corner, click Edit Layout.
5. In the palette, click Related Lists.
6. In the Linked Change Requests related list, click .
7. In the Available Fields list, select Change Request: Collision, and click the right arrow.
8. Click OK, and then click Save.

Adding fields to the page layout for the Print to PDF action

If you want to include a specific field in the PDF output of a record, you must add the field to your page layout. This is applicable for the Print to PDF option in the Actions menu of the Incidents/Service Requests, Tasks, Problems, Change Requests, Releases, and Broadcasts modules on the Remedyforce Console tab. You can also create a custom field and add it to the page layout. For information about creating a custom field, see https://help.salesforce.com/apex/HTViewHelpDoc?id=adding_fields.htm&language=en_US.

For example, if you want to add the Incident# field to your Print to PDF output, you must add the field to your Incident Console Version 1.0 to include the field in your output.

1. Navigate to Setup > Create > Objects.
2. In the Label column, click the object for which you want to add a field such as, Incident.
3. In the Page Layouts section, for Remedyforce <object name> Console version 1.0 in the Action column, click Edit.
4. From the list on the left side, select Fields.
5. Drag the field in the preferred section.
6. Click Save.
7. Repeat step 2 to step 6 to add required fields to the other objects.

Enabling linking a new incident to an existing incident from the Linked incidents related list

By default, when a staff member creates a new incident by clicking New in the Linked Incidents related list on the Incidents or Remedyforce Console > Incidents/Service Requests tab, the new incident is not linked to the existing incident. To enable staff members to create and link a new incident to an existing incident from the Linked incidents related list, add the Incident field on the Incident object page layout.

1. Navigate to Setup > Create > Objects.
2. In the Label column, click Incident.
3. In the Page Layouts section, in the Action column, click Edit next to the page layout that is assigned to the Incident object, such as Remedyforce Incident Version 3.0.
4. From the palette, drag the Incident field to one of the sections.
5. Click Save.

Related topics

Incident management

Task management

Problem management

Change management

Release management

Broadcast management