Configuring the Running User of dashboards in Remedyforce


After the automatic upgrade to the latest version, Salesforce sets the Running User of the following dashboards to Remedyforce:

  • Remedyforce Asset Management Dashboard
  • Remedyforce Chat Dashboard
  • Remedyforce CMDB Dashboard
  • Remedyforce Dashboard
  • Remedyforce Survey Dashboard

When users access these dashboards, the following error message is displayed:
This report can no longer be edited or run. Your administrator has disabled all reports for the custom object, or its relationships have changed.

To enable a user to view the dashboards, you must configure the user as the Running User.

Note

If you have self-upgraded to the latest version, you can skip this procedure.

To configure the Running User of dashboards in Remedyforce

  1. Click the Dashboards tab.
  2. From the View Dashboard list, select Remedyforce Asset Management Dashboard.
  3. Click Edit.
    In the View dashboard as list, Remedyforce is displayed as the user.
  4. Click the View dashboard as list.
     The Dashboard Running User details are displayed. By default, the Run as specified user option is selected.
  5. In the View Dashboard as text box, clear Remedyforce and type the name of the user for whom you want to view the dashboard.
     If you select Run as logged in user, the dashboard for the logged-in user is displayed.

    Note

    To make the Remedyforce Dashboard available to users of the ServiceDesk Staff profile, you must configure the Running User property of the dashboard to be a user with a Salesforce Platform license. Additionally, you must select a user who is high in the role hierarchy because the data visibility of the Running User is applied to the dashboard.

  6. Click Save.
  7. Repeat step 2 to step 6 for the following dashboards:
    • Remedyforce Chat Dashboard
    • Remedyforce CMDB Dashboard
    • Remedyforce Dashboard
    • Remedyforce Survey Dashboard

Related topic

Enabling-new-features

 

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