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Request RE, Survey, and Calendar 1.5 Support Ending December 31, 2020
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Introduction

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Overview of the process for integrating Kinetic Survey with other applications within your BMC Remedy ® Action Request System (AR System) environment.

Triggering Surveys

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.

Requirements

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.

 

Audience

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.

Support

For customer support you can contact us at either 651-556-1020 or support@kineticdata.com. If you are supported by one of our partners, please contact their support directly first.

Next Steps

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.