Integrating a Remedy form involves the following steps:
- Adding shared fields to your form
- Attaching shared workflow to your form
- Creating simple filters from our examples
After these steps are complete, you can configure the integration on the Author Console. Integrations are data driven and you can have multiple templates integrated to the same form, or the same template with multiple integrations.
The integration process has the same requirements as Kinetic Survey, a minimum Remedy server version of 6.3. Before completing the steps in this guide you must have installed Kinetic Survey. Steps in the guide depend on workflow and forms installed with the application.
This guide is intended for Remedy AR System Administrators. You must have acces to and be able to use either the Remedy Administrator Tool, or Developer Sudio.
For customer support you can contact us at either 651-556-1020 or firstname.lastname@example.org. If you are supported by one of our partners, please contact their support directly first.
Once the steps in the guide are complete, you can configure the triggers for Event, Active Link, and Batch integrations. Instructions are in the Kinetic Survey User Guide.