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Enabling staff members to add filters to a list view in the Remedyforce Console

  1. To assign staff members the permission to manage list views, perform the following actions:
    1. Click the Remedyforce Administration tab.
    2. On the Home page, click the Manage Users tile, and from the menu, select Profiles.
    3. On the User Profiles page, click Edit for the ServiceDesk Staff profile.
    4. In the Administrative Permissions section, select the following check boxes:
      • Create and Customize List Views
      • Manage Public List Views 
    5. Click Save.
  2. To create a remote site, perform the following actions:
    If a remote site already exists, proceed to step 4.
    1. Click the Remedyforce Administration tab.
    2. On the Home page, click the Manage Objects tile, and from the menu, select Create and Edit Objects.
    3. On the Create and Edit Objects page, copy the URL provided, and click Salesforce Remote Site Settings.
    4. On the All Remote Sites page, click New Remote Site.
    5. Enter a name of the remote site.
    6. In the Remote Site URL field, paste the remote site URL that you copied on the Create and Edit Objects page.
    7. Click Save.
  3. Click Remedyforce Administration > Manage Objects.
  4. Refresh the Remedyforce Console tab after 5 minutes.

Related video

The following video (8:04) explains list views, filtering records in a list view, configuring fields in a list view and searching information in a list view in the Remedyforce Console.

https://youtu.be/FEHHy6nGLQc

Related topics

Configuring columns in a list view in the Remedyforce Console

Filtering records in list views

Incident management

Task management

Problem management

Change management

Release management

Broadcast management

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