Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.

Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |

Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Application Administration
- Record Management
- People
- Locations
- Lists
- Routing definitions
- Service Portal Administration
- Application settings
- Service Management Integrations
- Data domain segmentation
- Categories
- Dev2Prod - Synchronize your development and production tenants
- Debug tool
- Sample data
- Live Support
- Create a white label version of Service Management
Application settings
Service Management provides default settings for various applications. To customize the settings, from the main menu, select Administration > Configuration > Application Settings.
You can edit the following settings:

In-line translation is disabled by default. To enable this function, follow these steps:
- In the In-line translation tool field, select On.
- Select the external tool that you want to use to perform the translation. Currently, Google Translate is the tool supported. You must purchase a license for one of these services to use this functionality in Service Management.
- Click Save.

The number of days from the creation of an encryption passcode until its expiration is set as 90 by default. You can modify this setting as needed:
- In the Encryption passcode expiration field, select the required number using the arrow buttons.
- Click Save.

The period to warn the user that his encryption passcode will expire is set as 14 days before the passcode expiration by default. You can modify this setting as needed:
- In the Encryption passcode warning period field, select the required number using the arrow buttons.
- Click Save.

The number of minutes that the encryption passcode can be cached in the browser is set as 60 by default. You can modify this setting as needed:
- In the Encryption passcode TTL (time to live) field, select the required number using the arrow buttons.
- Click Save.

Set storage quota for BI sync data. The quota is set as 10 by default. You can modify the value as needed.

The strong identity validation feature is disabled by default. To enable it, follow these steps:
- In the Enable strong identity validation field, select On. By default, Off is selected.
- Click Save.

The permission to bypass strong identity validation cannot be granted to the tenant admin role by default. To allow the permission for tenant admin, follow these steps:
- In the Allow strong identity validation bypass for admin field, select On. By default, Off is selected.
- Click Save.

The number of minutes that the authorization code is valid after it is sent to the user. The value is set to 1440 by default. You can modify this setting as needed:
- In the Authorization code TTL (time to live) field, select the required number using the arrow buttons.
- Click Save.

The list of approved hostnames for navigation. No warning will appear when a user navigates to the domains in the approved list. You can modify this setting as needed:
- In the Authorized domains for navigation field, enter the approved domains as a comma-separated list.
- Click Save.

The default currency for PPO operations is US dollars. To change the default currency, follow these steps:
- In the PPO currency field, select the default currency that you want to use.
- Click Save.
Note It is highly recommended to use the same currency for your tenant.

The ability to add multiple comments to a record before saving the record. To disable this ability, follow these steps:
- In the Enable add multiple comments in one save field, select Off. By default, On is selected.
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Click Save.
The Add button is removed from the Discussions tab. Only the Add & save record button appears.
Note When the add multiple comments functionality is enabled, it is not possible to copy multiple comments saved at the same time to related records via a business rule.

The ability to view and use the On-Call Schedule Management feature.
By default, this feature is enabled out-of-the-box for new users.
To disable this ability, follow these steps:
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In the Enable On-Call Schedule Management field, select Off. By default, On is selected.
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Click Save.
Note When this feature is disabled, it is not possible to view On-Call Schedule Management in the main menu, nor to use any of its functionality.

The Enable user notification preferences feature is enabled by default. To disable it, follow these steps:
- In the Enable user notification preferences field, select Off. By default, On is selected.
- Click Save.

The Include simulation in debug report feature is disabled by default. To enable it, follow these steps:
- In the Include simulation in debug report field, select On. By default, Off is selected.
- Click Save.

By default, task and approval parameters are evaluated when the task is created. You can change the setting to evaluate task and approval parameters at the time of execution.
To set the task and approval parameter evaluation time, follow these steps:
- In the Task/approval parameter evaluation field, select the Task creation or Task execution.
- Click Save.

Set the tenant time zone for the Expression Language date formatting function. By default, it is set to the time zone of the client's browser.
To set the tenant time zone, follow these steps:
- In the Time zone definition field, select the required time zone.
- Click Save.

Click Create to initialize three training tasks (predict offering, service, and category in service requests) in Smart Analytics for a new tenant.
See the following table for the out-of-box configuration of the training tasks:
Predict field | Training sample | Predict result |
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Offering | The system randomly selects 2000 existing IT Service Requests, IT Support Requests, or HR Support Requests for each offering | Active or Internal IT Service Offering, IT Support Offering, or HR Support Offering that is authorized to the requester |
Service | The system randomly selects 2000 existing IT Service Requests, IT Support Requests, or HR Support Requests for each service | Service that is not retired |
Category | The system randomly selects 2000 existing IT Service Requests, IT Support Requests, or HR Support Requests for each category | Active category |

Click Start to trigger training processes in Smart Analytics for an existing defined tenant.

SMTP configuration is disabled by default. To enable the configurations, select On and complete the following settings:
Field |
Description |
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SMTP server host |
Enter the name of the SMTP server host that is used for sending email notifications. It can be the IP address, machine name, or DNS name of the SMTP server . |
SMTP server port | Enter the communications port that the SMTP server uses. |
Mail from | Enter the email address identified as email sender. |
Authentication required |
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User name | Enter the user name of the account used for SMTP server authentication. |
Password | Enter the password of the account used for SMTP server authentication. |
Certificate |
Select a certificate used by SMTP server.
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