Working with QuickViews in the Remedyforce Console

You can use QuickViews to view a consolidated list of all your assigned records and other key data. For example, QuickViews can provide information that you need daily, such as the tasks assigned to you or your queue, the high-priority incidents that must be resolved first, or the broadcasts for a specific category.

For each QuickView, you can perform the following actions:

• Configure how data is displayed in a QuickView (Table or Chart view)
• Filter records displayed in a QuickView (only if the QuickView includes a query condition that prompts users to enter a runtime value for specific fields)
• Sort records based on specific columns in a QuickView; you cannot sort columns of the Text Area, Text (Encrypted), or Picklist (Multi-Select) data types
• Configure the refresh rate of a QuickView
• Create, view, and delete records in a QuickView
• Change the owner of records in a QuickView

To work with QuickViews in the Remedyforce Console

1. Click the Remedyforce Console tab.
2. From the View menu, select one of the following options:
   • My Dashboard
   • My QuickViews
     From the list of QuickViews that you have created, select the appropriate QuickView.
   • Shared QuickViews
     From the list of QuickViews created and shared by other users, select the appropriate QuickView.

3. On the My Dashboard or QuickViewName tab, perform the following actions for the QuickView based on your requirements.

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   BMC recommends that you consider the following points before you configure the refresh options for QuickViews in the Remedyforce Console:

   • A faster refresh rate impacts your actions, because the QuickView might refresh when you are performing an action. BMC recommends that you use a refresh rate that is higher than the minimum refresh rate of 1. The default time interval is 10 minutes.

   • You can disable auto-refresh of QuickViews for which data is not updated frequently, such as QuickViews that display data that is updated weekly or monthly. If your dashboard contains many QuickViews, you can improve the performance of the dashboard by disabling auto-refresh of those QuickViews that are not frequently used.

How data is displayed in the Chart view of a QuickView

In the Chart view, you can see a pictorial representation of all records in a QuickView. If you click any bar of the bar chart or any sector of the pie chart (based on your chart type), a widget is displayed with a maximum of 200 records that match the bar or sector.

The following points provide information about how data is displayed in the Chart view of a QuickView: 

• If a QuickView has records that do not have values for the data field that you have used to group data in the Chart view, the QuickView displays these records as two hyphens (- -) in the Chart view. For example, if Priority is used as the data field for a grouping in a QuickView that displays all assigned incidents, all incident records that do not have a Priority value appear as two hyphens (- -) in the Chart view.
• If you use a Date & Time field to group data in a Chart view, the records are grouped by using the date value only. The Chart view does not consider the time value of the field to group data.
• If you configure the Chart view to use the Owner ID field as the grouping field, the Chart uses the Owner.Username field in the QuickViews results. This convention is because the Owner.Username field is unique for each owner. The Chart view does not display the Owner.Name field because multiple users can share the same name.
• The Chart view does not support data fields of the following field types:
  
  • Auto Number
  • Formula fields with return type of Number, Currency, or Percent
  • Formula fields that contain operators, such as the plus symbol (+), the hyphen (-), or the slash (/); or functions such as IF and ISNULL
  • Number
  • Roll-Up Summary
  • Text Area (Long)
• You cannot create a QuickView for a history object (for example, an Incident History object) by selecting the Formula field, because Formula fields refer to Auto Number data fields.

Related topic

Out-of-the-box-QuickViews-in-BMC-Remedyforce