• Inok Systems

How to Create Bucket Fields in your Report in Remedyforce

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Bucket field lets you quickly categorize report records without the need to create formula or custom field in Salesforce object, when using bucket field you defined multiple categories that are used to group report value.

For example you want to create incident report based on parent department name (IT/Finance/HR/etc) however the client’s department configured were reflecting the individual sub department name e.g. ITAK/ITUP/ITAM/HRI/HRM/FNTR, so based on this info you want to have a report that shows how many incidents reported from IT, how many from Finance, and how many from HR departments.

You can achieve this report easily by creating bucket fields in your incident report as below.

 

Step 1 – In the report tab click on the “New Report” button

 

 

Step 2 – Select Incident and then click create

Step 3 – Add the fields you want in your report

 

 

Step 4 – Add “Bucket Field” and drag it into your report

 

Step 5 – Here you will get a popup window called “Edit Bucket Field”

 

Select the client_dept in your source column

 

Step 6 - Click on the “New Bucket” button and give it a name as IT, HR, Finance.

 

 

Step 7 – Search for IT, select all results then move it to IT bucket as below

 

Step 8 – Repeat for HR and Finance, search for it then select all results then move it to appropriate bucket accordingly so it will become as below

 

 

Optionally you can group unbucketed values as “Others”

 

Step 9 – Change the report type to Summary then drag the bucket field to grouping section as below

 

 

 

Step 10 – Add Chart then choose the chart type e.g. Pie Chart

 

 

Step 11 – Run the report

 

 

 

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 Complex integration between applications often drives up the cost of using it and could be avoided if the software have pre-existing connectors. Keep it simple and easy to maintain


5. Standard OOTB Processes
Using the OOTB processes or templates does have its benefits. Firstly, you can leverage on existing features such as reports and mobile applications and spend less time and money customising them. Secondly, OOTB processes are usually best practices in the industry.


6. Always, always have a SandBox/UAT/DEV/QA environment
It is always a mystery to me that how some corporations can omit this crucial point for applications. You have invested in an application and the last thing you want to do is to mess it up and spend more resources cleaning up the mess. Change control management is your best friend, no matter how tedious the process is