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Note This documentation supports the 20.18.01 version of BMC Remedyforce.To view the latest or an earlier version, select the version from the Product version menu.

Configuring after installation


This section provides information about tasks the system administrator must perform before using the BMC Remedyforce product.

Mandatory configuration for viewing record attachments

When you attach any file to a record, they are uploaded as attachments. By default, clients can view these attachments. However, in a new organization, because of a particular configuration setting, Salesforce uploads all the attachments as Salesforce files. This setting affects the visibility of files uploaded as attachments and prevents clients from viewing these files.

BMC Remedyforce does not support this Salesforce configuration. To ensure that clients can view the attachments, follow the steps given below to disable this configuration setting:

  1. Navigate to Setup > Customize > Salesforce Files > Settings > General Settings.
  2. Click Edit.
  3. Clear the Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments check box.
  4. Click Save.

Note

Files uploaded prior to enabling this setting are unaffected by this change. However, if you have uploaded any files while this setting was enabled, the clients cannot view these files.

Recommended configurations

The following table provides information about the activities that a system administrator must perform to configure BMC Remedyforce after installation.The [confluence_table-plus] macro is a standalone macro and it cannot be used inline.

Optional configurations

The following table provides information about optional configuration activities that help you customize BMC Remedyforce as per your business requirements.

Related topics

Getting-started-with-BMC-Remedyforce-modules

Navigating-the-Remedyforce-Administration-tab

 

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