Creating and editing records

On Remedyforce Console list view, you can create and edit records. For information about the supported record types, see Overview-of-the-Remedyforce-Console-tab.

To create a record

Perform the following steps:

1. Navigate to Remedyforce Console > View.
2. Select the record type that you want to create.
3. Click New. Fill in the details.
   • The fields displayed on the new record form keep changing for each record type. For more information about each record type, see Using. 
   • To view the common actions that can be performed while creating records, see Actions that are supported while pasting images to records.
4. Click Save.

To edit a record

Perform the following steps:

1. Navigate to Remedyforce Console > View.
2. Select the record type that you want to edit.
3. Update the information in the required fields.
   • The fields displayed on an existing record form keep changing for each record type. For more information about each record type, see Using. 
   • To view the common actions that can be performed while editing records, see Actions that are supported while pasting images to records.
4. Click Save.

Actions that are supported while pasting images to records

The following table lists the common actions that are supported while pasting images to records.

Action	Supported while creating records?	Supported while editing records?	Supported record types	Details
Copying images through Ctrl +C and pasting them to records through Ctrl +V.	Yes	Yes	Incidents Service requests Change requests Tasks Problems Releases Broadcasts	You can paste or drop images in custom rich text format (RTF) fields only. Important: Make sure that the This folder is accessible by all users option is selected for the BMC RTF Images folder in the Documents object. If an RTF field is not present, administrators must add a custom RTF field to the relevant fieldset. For more information, see Customizing-forms-for-the-Remedyforce-Console-tab. You can insert the following image types in RTF fields: .png .jpeg .jpg .gif  RTF fields have a formatting menu as shown in the following figure. Text fields do not have a menu. You can copy and paste or drag and drop images to RTF fields in the following modules of Remedyforce Console: Activity Feed > Send Email Actions > Email SmartView > Actions >Send Email Details > Action History When you paste or drag and drop images to an RTF field, the image is shrunk. You can double-click to view it in full size.
Pasting images that are held in memory.	Yes	Yes
Dragging images from your computer and dropping them to records.	Yes	Yes
Viewing the embedded images in incidents that are created through emails.	NA	Yes	Incidents	Administrators must add and map an RTF field of an incident with the email body on Remedyforce Administration > Configure Email > Incident - Email Settings.