My_Work Remedyforce- Show records assigned to me in console,reports,QV

Today you cannot see Incidents or tasks assigned to you. In this article we will see how to create a view to show Incidents Assigned to you

1.Login as Administrator
2.Go Remedyforce Administration > Manage Objects > Incidents > Custom fields
3.Add custom field of type formula return type boolean say “Logged in User”

IF ( BMCServiceDesk__FKOpenBy__r.Id = $User.Id, TRUE, FALSE)

 

14.Save formula
5.Go to List views
6.Add a new view with State = Open and Current user =True2

7.You will See Only Incidents Assigned to you from all queues which are in open state.
8.Repeat same step for Task or any other modules
9This could be also used in reports or quick views

2 Comments

  1. Can this be used instead of the formula you provided – IF ( BMCServiceDesk__FKOpenBy__c = $User.Id, TRUE, FALSE) ?
    This will save one object reference

    Like

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