Creating problems
To create a problem
- Click the Remedyforce Console tab.
- From the View menu, select Problems and click New.
- Enter the required details in the Problem form. For information about problem fields, see Problem fields.
- Click Save.
When a record is created, the following action is recorded in the Problem History section that tracks the date and time when a record is created and the user details:
Created
Problem fields
Your system administrator can apply filters to a lookup field on the Problem form. Here are a few important points that help you understand the lookup filters.
- If a filter is applied to a lookup field, only the records that match the filter criteria are displayed in the pop-up window. If the configured filter is optional, you can use the Show all results option to remove the filter.
- Type ahead in the lookup type fields works only on the results that are the part of the filtered results. For example, on the Category lookup field, if a filter is applied to show only Hardware and Applications as the results, then type ahead only works for those two categories. Also, if you click the lookup icon to search for the other categories by typing in the search field, the search does not return any results unless you use the Show all results option to remove the filter.
- If your system administrator has configured a custom lookup field, the type ahead functionality does not work when you are using the field for the first time. You must click the lookup icon and select the required option for the first time.
The following table provides a list of fields that are available on the New Problem form:
The [liveData] macro is a standalone macro and it cannot be used inline. Click on this message for details.
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