Configuring SmartViews - BETA
This topic explains the settings that you need to perform as a system administrator to configure SmartViews (BETA).
Note
You can view SmartViews in a web browser and iPad only.
Adding the SmartView field to the field set
Follow the steps given below to add the SmartViews field to the In the Field Set list:
- Click the Remedyforce Administration tab.
- On the Home page, click the Manage Objects tile, and from the menu, select Create and Edit Objects.
- On the Create and Edit Objects page, from the Object list, select the object to whose field set you want to add the field.
- In the Field Sets section, click Edit for a field set such as Column Headers.
- Add the SmartView field to the In the Field Set list.
- Click Save.
Configuring fields in the Record Details section of SmartViews - BETA
The fields that you see in the Record Details section of SmartViews - BETA are controlled by the SmartView field set, which is required to access SmartViews - BETA.
Note
The SmartView field set is provided for the Incident, Task, Problem, Service Request, Change Request, and Release objects.
You can add the SmartViews field to the following locations:
- Lookup window—Add the field to the Column Headers field set of the related object for which you are adding the lookup.
- List Views—Add the field to the Column Headers field set of the object whose list view you are accessing.
- Forms—Add the field to any of the console-related field sets of the object on whose form you want to display the field.
Follow the steps given below to configure fields in the Record Details section of SmartViews - BETA:
Click the Remedyforce Administration tab.
- On the Home page, click the Manage Objects tile, and from the menu, select Create and Edit Objects.
- On the Create and Edit Objects page, from the Object list, select the object whose field set you want to configure, such as Incident.
- In the Field Sets section, click Edit for the SmartView field set.
- Drag the required fields to the In the Field Set list.
- Click Save.
Allowing submitters to recall approval requests
You can allow the submitter to recall approval requests.
- For new approval requests—Select the Allow submitters to recall approval requests check box in step 6 of the Standard Setup Wizard while creating an approval process. For more information, see Creating an approval process.
- For existing approval requests—Follow the steps given below:
- Click the Remedyforce Administration tab.
- On the Home page, click the Manage Workflows and Other Processes tile, and from the menu, select Approval Processes+.
- From the existing list of approvals, click Edit for the required process.
- Click Next till Step 6, and under Submission Settings, select the Allow submitters to recall approval requests check box.
- Click Save.
The Recall Approval Request button is now displayed in the Approval History window.
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