Embedding Self Service components
BMC Remedyforce enables you to embed the Self Service components in Visualforce pages. For example, on your Visualforce page, you want a section that displays the common service requests. Instead of creating a new component, you can use the Self Service Common Requests component with the required parameters in an iframe and embed it at a desired location. In this case, the section renders only a list of common service requests.
You can embed the following Self Service components:
- New Ticket form
- Service Request form
- View Tickets and Requests list
- Approvals list
- Self Service Search
- List view:
- Common Service Requests
- Common Ticket
- Popular Self Help Articles
The following topics are provided:
Note
For the Salesforce Platform license users, before you use the URLs, you must update the Salesforce.com instance. For example, if the na12 Salesforce.com server hosts your Salesforce.com organization, replace <Salesforce.com-instance> with na12. For more information, see Considerations for Customer Portal license users and Salesforce Platform license users.
Sample URLs for embedding Self Service components
The following table lists sample URLs for components based on license type.
| Component | Sample URL | |
|---|---|---|
| Platform license users | Portal license users | |
| New Incident form | https: //BMCServiceDesk. <Salesforce.com-instance> .visual.force.com/ apex/BMCServiceDesk__ SSRedirect?component=incform | <Self Service Site URL>/apex/ BMCServiceDesk__SSRedirect? component=incform |
Service Request form Note: If the Enable preview of service request | https: //BMCServiceDesk. <Salesforce.com-instance> .visual.force.com/ apex/BMCServiceDesk__ SSRedirect?component=srform&id= <Request Definition ID> | <Self Service Site URL>/apex/ BMCServiceDesk__SSRedirect? component=srform&id=<Request Definition ID> |
| View Tickets and Requests list | https: //BMCServiceDesk. <Salesforce.com-instance> .visual.force.com/ apex/BMCServiceDesk__ SSRedirect?component=incsrlist | <Self Service Site URL>/apex/ BMCServiceDesk__SSRedirect? component=incsrlist |
| Approvals list | https: //BMCServiceDesk. <Salesforce.com-instance> .visual.force.com/ apex/BMCServiceDesk__ SSRedirect?component=approval | NA |
| Self Service Search | https: //BMCServiceDesk. | <Self Service Site URL>/apex/ BMCServiceDesk__SSRedirect? component=search&id=KA,SR,INC |
List views You can embed the following list views:
Note: The Search bar (SE) searches the components that are added in the URL. For example, if you have added Common Tickets and Search, when the user searches only results from common tickets are displayed in a new tab. | https: //BMCServiceDesk. Note: As per your requirement, you can specify single or multiple components in the list view. You can use a comma as a separator for multiple list views. | <Self Service Site URL>/apex/ Note: As per your requirement, you can specify single or multiple components in the list view. You can use a comma as a separator for multiple list views. |
To embed Self Service components to create a Visualforce page
You can embed Self Service components on a Visualforce page on the Salesforce.com portal.
- Navigate to Setup > Develop > Pages > New.
In the Visual Markup text field, add an iframe on the Visual force page and set the source of the iframe as the URL of the component that you want to display on your customized page.
For example, to add a list of common service requests to your page, add the following string on your page:
<iframe src="https: //BMCServiceDesk.cs5.visual.force.com/apex/BMCServiceDesk__ssredirect?component=listview&id=SR" style="width: 95%; height: 500px"></iframe> </td>Note
To enable clients to see the customized page, you must provide them with access to the page.
- (Optional) To add multiple components to the same page, add multiple URLs with appropriate styling.
For example, to display a custom page with Popular Self Help Articles in one column and Common Service Requests in another column, you must enter the following string in the Visualforce Markup field:
<iframe src="https: //BMCServiceDesk.cs5.visual.force.com/apex/BMCServiceDesk__ssredirect?component=listview&id=KA" style="width: 50%; height: 50%"></iframe> </td>
<iframe src="https: //BMCServiceDesk.cs5.visual.force.com/apex/BMCServiceDesk__ssredirect?component=listview&id=SR" style="width: 50%; height: 50%"></iframe> </td>
- To preview your custom page, click Preview.
The following figure shows how the custom page is displayed:
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