Note

 

This documentation supports the 20.18.01 version of Remedyforce.

To view the latest documentation, click

Configuring settings for CIs and assets view

Self Service enables clients to submit tickets for the configuration items (CIs) or assets assigned to them. They can also view tickets related to a CI or asset. 

Prerequisites

Configure Salesforce1 - BaseElement Details (in the Base Element object) field set for CIs and assets detail list view.

Note

Only four fields are displayed on the form and the remaining fields are displayed by clicking see details link on the form.

For more information, see Configuring field sets for list views and forms.

To configure CIs and Assets view in Self Service 3.0, perform the following steps:

  1. Navigate to Remedyforce Administration > Configure Self Service > Tiles Visibility and Order.
  2. Enable the View My Assets check box.

The following table provides information about the configuration items (CIs) or assets list displayed.

GoalDetails
Enable clients to see a list of their CIs and assets

Clients can view only those CIs or assets that are assigned to them in one of the following ways:

  • Client name in the Primary Client field of the CI or asset.
  • CI or asset on the Remedyforce CMDB tab and on the Details tab of the Instance Editor (by selecting client name on the Clients tab).
  • CI or asset in the Services, CIs, and Assets tab of the Supporting Information on the Client form.

A maximum of 10,000 CIs or assets are shown at a time in the list view.

Considerations

None

Related topics


Using Self Service 3.0


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