How to edit records using the Preview pane

Search for	Example	Results
A single word	`cat`	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
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

When a record is selected in the grid, the Preview pane on the right displays some details of the record. You can click

Edit to update the details of the record directly in the Preview pane, without opening the record in the main pane. You can also move the record to a different phase, using the manual transition button at the top of the pane.

When you are finished editing the record, click

Save to save your changes.

Note

Click Discard to discard changes before saving.
For Devices, Licenses, and Infrastructure & Peripheral assets, the update functionality is available in the Details tab of the Preview pane.
When you edit records, you might make a change that results in an update to the data domain assignment and removes your authorization to view the records (for example, changing the owner of a record assigns the owner's data domains to the record, or changing the location assigns a different group due to a business rule running in the background). This can occur in the following situations:
- If you are updating a single record and you change a field that affects the data domain assignment, the Health Indicator (the light bulb icon ) displays a number (or increments an existing number), indicating that there is a new message--in this case an information message. This occurs in both the record page itself and in the Preview pane. The relevant message for this action indicates that saving the record will remove your authorization to view that changed record.
  
  Messages in the Health Indicator appear in the order of severity--first error, then warning, and then information messages.
- If you are updating multiple records in the Preview pane, Service Management does not display any information message before you save, and only informs you after you have saved the records that you have made a change that removes your authorization to view one or more of those changed records.
In both cases, saving the records causes the record list to be refreshed, and removes the unauthorized records from the current view.

For more information, see Data domain segmentation.

Mass update

You can also update multiple records at the same time, as follows:

Select the required records in the grid by checking the check box next to each record. You can select up to 250 records at a time.

To update details of the records, under Update records, select a field from the drop-down list.

Select or enter the new value of the field in the New value to assign box. When you click Update, the new value will be assigned to the selected field in each of the selected records. You can click Add field to select another field and repeat the process to update additional fields for the selected records.

To move the records to a different phase, under Move records to phase, select a phase from the drop-down list.

When you click Update, Service Management attempts to move all the selected records to the selected phase.

The Update status box displays the results of the update. If some of the records cannot be moved to the selected phase, they are listed as failures. Click OK to return to the grid with all the original records selected. Click Select failures only to select only the records with failed updates.