Remedyforce Summer 17

Every release brings wave of new features and great enhancements.  As consultant my goal is to Remedyforce customers getting most out of every release. Here is quick preview of Summer 17

For support staff and clients:

  • Enhancements to Self Service 3.0 portal
  • Enhancements to Activity Feed and SmartViews on the Remedyforce Console tab
  • Ability to show only email conversation-related email templates in an email message
  • Ability to highlight updated Incidents and Service Requests in the Remedyforce Console list views, making it easy for staff to prioritize support efforts
  • Ability to view configuration items and assets details in the Remedyforce Console

For admins:

  • Ability to capture current staff from the parent record in action history for workflows
  • Hyperlink formula fields updated to eliminate JavaScript usage
  • Support for Salesforce Platform Encryption
  • Ability to capture Incident and Service Request close time for reporting
  • Reconciliation of CMDB record is generally available

1)Self Service 3.0 Portal

With Summer 17, clients can search records via the Self Service 3.0 portal.

  • My Activity:
    • Records are listed in chronological order of created date
    • You can search records by number or text
    • Now able to filter records by status and state or both
    • You can customize fields displayed on summary card for each record
    • Formatting of labels and values in summary card



  • Self Service 3.0
    • Additionally, Summer 17 release improves Self Service portal usability by providing the ability to go back to Salesforce from within the portal.


  • Self Service User Lookups

User lookups on self-service show email, full name, and photo, making it easy to identify users. You can easily pick users from dropdown for approvals, on behalf of, etc.



  • Display Actionable Records by Client

Summer 17 adds a great feature to flag incidents if you are waiting on client responses. Staff can configure “Status values that are actionable by clients” settings so the status of Incidents are flagged in Self Service if an action by the client is required.




2) Improvements to Activity Feed

  • Summer 17 offers a new ability to add attachments with a single click.


Additionally, there is new email functionality on Activity Feed:

  • Support From and Bcc fields
  • Use of email templates
  • Ability to display attachments connected with incoming or outgoing email
  • Support for Contacts in type ahead for To, Cc, and Bcc fields (if configured)
  • Ability to add attachments when sending emails
  • Support for RTF formatting in emails


3) Email Conversation

  • With Summer 17, you have the ability to limit the templates shown in email conversation template window.
  • Another nice feature is support for email conversation folders to isolate email templates used only for email conversation.


4) Highlighted Records in the Console

  • Summer 17 offers two options for records:
    • New Record – Highlights new records to all queue members.
    • Update Record – When a user other than the owner of the record performs an action on the record.

For example, when the client updates the description of the record, sends an email message, or adds a note to the record, the record is updated or shown highlighted when another user performs the following actions.

  • Change owner (record is shown highlighted to the selected user)
  • Close or quick close a record
  • Link a record to a broadcast
  • Reopen a record
  • Mark the record as responded
  • Add a new action, send an email message, or add a note from the Actions menu
  • In the Incident Matching window, link another record as parent of the current record
  • Lock a record
  • Perform Activity from Feed or SmartView like adding notes, sending emails


If the owner of the record performs these actions, highlighting is removed.



5) “Time to Close Business Days” Field

There is option to calculate time to close on Incidents/Service Request based on business hours defined by admin. This will help in reporting on actual time spent to close ticket based on business hours




6) Configuration Items and Asset Details in Remedyforce Console

  • Summer 17 gives you the ability to view configuration items and asset details in the Remedyforce Console.



7) Staff Information in Action History

  • The Action history includes staff information from the parent record out-of-the-box, making it very simple to write any alerts on actions like email received, email sent, client note, etc.

8) Reconciliation in CMDB

  • You can enable reconciliation to avoid adding duplicate configuration items (CIs) and assets to your Remedyforce CMDB.

9) Preview Options on Service Request in Self Service 3.0

With summer 17, when a client browses through the service catalog, or when they view search results, a rich-text description on the service request definition is displayed. If there is no RTF description, the non-RTF description is displayed. This enables the client to view the complete description on the service request. Clicking anywhere on the description launches the service request form.



Ideas delivered by continuous effort of customers/partners and BMC product management to improve and make Remedyforce world class ITSM product


  1. Self Service 3.0 ticket search
  2. How to Notify Incident Staff when Action History Updated
  3. Ability to select what Email Templates are Available for Email Conversation
  4. self service 3.0- Allow admin to show more info in open ticket list
  5. Please provide “back” button for Self Service 3.0
  6. Self service 3.0 – view my activities filters
  7. Record locking is misleading the users. Even if user exit the record, still shows it is locked -using automatic option.
  8. Show client’s email in ‘on behalf of’ in Self Service 3.0
  9. Request Definition User Lookup Improvement


Please do take opportunity to visit BMC Remedyforce Communities

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