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Configuring workflows


Important

Starting with the Winter'23 release, Salesforce retired workflow rules, but continues to support existing workflows until further notice. You can edit and activate workflows, but you cannot create new ones. Workflows that you activated in older releases continue to work after upgrading to the latest version of BMC Helix Remedyforce.  For more information, see Salesforce article

Salesforce recommends using Flow Builder as an alternative to workflows. To work with Flow Builder, see Configuring-flows.

The following topics provide information about configuring workflows:

Out-of-the-box workflows

BMC Remedyforce has created out-of-the-box workflows that are available for you to use. You must activate these workflows to use them. For more information, see Salesforce Help. The following table describes the out-of-the-box workflows.

 


Deprecated workflows

The following workflows have been deprecated:

  • Open popup dialog for recalculating due date when priority of incident changes
  • Open popup dialog for recalculating due date when priority of problem changes
  • Open popup dialog for recalculating due date when priority of task changes

Therefore, these workflows must be deactivated in your Salesforce organization. If the workflows are not deactivated, duplicate tasks or change requests can be created for a Service Request. To deactivate a workflow, see To activate or deactivate a workflow.

To activate or deactivate a workflow

All out-of-the-box workflows are deactivated by default. You must activate a workflow, to enable the business requirement that it fulfills.

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Manage Workflows and Approvals tile, and from the menu select Workflow Rules.
  3. On the All Workflow Rules page, in the Action column of the required workflow rule, click Activate or Deactivate.


Related topics

Searching-for-matching-incidents

Enabling-assignment-of-records-to-both-queues-and-staff-members


 

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