Linking supporting information to a configuration item
If you create an incident or any other record (such as, change request) for an issue with a configuration item (CI), you can link that CI to the record. For more information, see Linking configuration items and assets to a record. The records linked to the CI are also displayed on the Details tab of the CI record in the Instance Editor (Remedyforce CMDB tab).
On the Details tab, click View to filter records and click Actions to add action records.The following table lists the tabs on the Details tab that enable you to link different types of records with a CI and view the previously linked records:
| Tab | Additional information |
|---|---|
| History | This tab enables you to add Knowledge Article, Notes, or Review actions to the CI. By default, Client Note action is not available on this tab. However, if your system administrator has made the Client Note action available to CIs, you cannot edit the action after adding it. Client Note actions are for the exclusive use of Self Service clients. This restriction is added to allow only Self Service clients to edit Client Note actions. |
| Agreements | This tab is available only for the Business Service CIs. |
| Clients | On the Attributes > General tab of the Instance Editor, if you select a client in the Primary Client field, the primary client is displayed on the Clients tab and the Note: If you add the Configuration Item field to the Ticket or Service Request forms in Self Service, to display the CI to a client, link the client to the CI. Only CIs that are linked to a client are displayed to the client in Self Service. |
| Accounts | If the In accounts lists, display Remedyforce accounts by default check box on the Remedyforce Administration > Application Settings > General Application Settings page is selected, only Remedyforce accounts are shown in the Select from Accounts window In the Select from Accounts window, to see all accounts, click View and clear the Remedyforce Accounts check box. |
| Incidents | Starting with version 20.15.02, you can link tasks to a configuration item (CI). If you customized an earlier version to link tasks and CIs, and upgraded to version 20.15.02 or later, the tasks and CI links from the earlier version are not displayed on the Tasks tab. |
| Service Requests | |
| Change Requests | |
| Problems | |
| Releases | |
| Tasks | |
| Knowledge Articles | None |
| Documentation | This tab enables you to link documents or URLs that provide more information about the CI. |
| Auditing | This tab enables you to track the old and new values of CMDB attributes that are selected for auditing. In addition, the tab displays the attribute whose value was changed, date and time of change, and the user who changed the attribute value. System administrators can configure the attributes for which old and new values are tracked. For more information, see Tracking attribute history. If your system administrator is tracking the Record Update Count field, each time a CI record is saved, the text " Note: When you link a client from the Clients tab, a new row is added on the Auditing tab, where the value in the Changed Field column is |
To link supporting information to a configuration item
- Click the Remedyforce CMDB tab.
- From the CMDB List View, select the CI to which you want to link supporting information.
To search for a CI, type initial characters of the name of the CI or the full name of the class name in the Search text box and click the Search icon. For example, to search for Email Service CI, you can type Email or Email Service in the Search text box and click Search. For more information about searching for CIs, see Searching for CIs and assets in the list view. If you select a class in the left pane, only the CIs of that class are searched. To search all classes, select theBase Elementclass in the left pane. Click Edit.
Click the Details tab.
Tip
When you move the mouse over a tab, a ToolTip appears with the total number of records on the tab.
- Click the appropriate tab.
You can view the list of records that were previously linked to the CI. For example, if you want to view clients that are linked to a CI or link a new client to a CI, click the Clients tab. - To add a record, click Actions and select the required action.
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