Administer > Administer the Service Management > Record Management > Forms > Forms overview

Forms overview

The forms of a record are the basis for the user interface for the area of the system devoted to that record type. The different forms available for the record are used in different tabs or dialog boxes of that manager.

For example, when a user adds a new change record in Change Management, the user interface displays the New Change form. The Involved CIs tab in Change Management displays the changeInvolvedCis form.

By default, every record type has the following basic forms:

  • New <record>
  • Full <record>
  • Preview <record>

The following table lists the out-of-the-box forms provided for the different modules, with their uses:

Record type Form Module Description
Actual Service Full ActualService form SACM > Actual Services View full details of an actual service.
New ActualService form SACM > Actual Services Define a new actual service.
Preview ActualService form SACM > Actual Services Quick preview of an actual service (right pane).
portalPreview SACM > Actual Services Preview of the service as displayed in the Service Portal: portal menu > Assets and Services.
Agreement Full Agreement form Service Level > Service Level Agreements View full details of a service level agreement.
New Agreement form Service Level > Service Level Agreements Define a new service level agreement.
Preview Agreement form Service Level > Service Level Agreements Quick preview of a service level agreement (right pane).
Article Full Article form Knowledge View full details of an article.
New Article form Knowledge Define a new article.
Preview Article form Knowledge Quick preview of an article (right pane).
Asset Model Full AssetModel form SACM > Asset Models View full details of an asset model.
New AssetModel form SACM > Asset Models Define a new asset model.
newAssetModelWithoutParentModel SACM > Asset Models Define a new asset model through the tree view.
Preview AssetModel form SACM > Asset Models Quick preview of an asset model (right pane).
Brand Full Brand form Vendor > Brands View full details of a brand.
New Brand form Vendor > Brands Define a new brand.
Preview Brand form Vendor > Brands Quick preview of a brand (right pane).
Change Full Change form Change View full details of a change.
New Change form Change Define a new change.
Preview Change form Change Quick preview of a change (right pane).
changeSchedule form Change View and edit scheduled and actual times for a change.
changeInvolvedCisForm Change > Involved CIs tab Define CIs involved in the change.
previewCalendar Change > Calendar Preview of a change in the change calendar.
changePlan Change > Plan and execute tab View, edit and create a task plan for a change.
Company Full Company form Vendor > Vendors View full details of a vendor.
New Company form Vendor > Vendors Define a new vendor.
Preview Company form Vendor > Vendors Quick preview of a vendor (right pane).
Contract <Contract forms> Contract

Define a new contract and view full details of a contract for each contract type:

  • Lease schedule
  • License
  • Maintenance
  • Master agreement
  • Master lease
  • Non-disclosure agreement
  • Purchase
  • Service
  • Warranty
Full Contract form Contract Define and view full details of a custom contract (not one of the out-of- the-box types).
New Contract form Contract Deprectaed.
Preview Contract form Contract Preview of the search result on the Contract Management page.
Preview Grid form Contract Quick preview of a contract (right pane).
Cost center Full CostCenter form Financials > Cost Centers View full details of a cost center.
New CostCenter form Financials > Cost Centers Define a new cost center.
NewCostCenterWithoutParentModel Financials > Cost Centers Define a new cost center that has no parent model.
Preview CostCenter form Financials > Cost Centers Quick preview of a cost center (right pane).
Cost type Full CostType form Financials > Cost Types View full details of a cost type.
New CostType form Financials > Cost Types Define a new cost type.
Preview CostType form Financials > Cost Types Quick preview of a cost type (right pane).
Device Full Device form SACM > Devices View full details of a device.
New Device form SACM > Devices Define a new device.
Preview Device form SACM > Devices Quick preview of a device (right pane).
hardware form SACM > Devices Edit the details of a device in the Hardware tab.
software form SACM > Devices Edit the details of a device in the Software tab.
network form SACM > Devices Edit the details of a device in the Network tab.
financial form SACM > Devices Edit the details of a device in the Finance tab.
portalPreview SACM > Devices Preview of the device as displayed in the Service Portal: portal menu > Assets and Services.
Entitlement Rule Full EntitlementRule form People >Entitlement Rules View full details of an entitlement rule.
New EntitlementRule form People >Entitlement Rules Define a new entitlement rule.
Preview EntitlementRule form People >Entitlement Rules Quick preview of an entitlement rule (right pane).
Fixed asset Full FixedAsset form Financials > Fixed Assets View full details of a fixed asset.
New FixedAsset form Financials > Fixed Assets Define a new fixed asset.
Preview FixedAsset form Financials > Fixed Assets Quick preview of a fixed asset (right pane).
Fulfillment Plan Full FulfillmentPlan form Service Catalog > Fulfillment Plans View full details of a fulfillment plan.
New FulfillmentPlan form Service Catalog > Fulfillment Plans Define a new fulfillment plan.
Preview FulfillmentPlan form Service Catalog > Fulfillment Plans Quick preview of a fulfillment plan (right pane).
Group Full PersonGroup form People > Groups View full details of a group.
New PersonGroup form People > Groups Define a new group.
Preview PersonGroup form People > Groups Quick preview of a group (right pane).
relatedGroups People > Groups View realted groups in the Related groups tab.
Idea Full Idea form Idea & Proposal < Ideas View full details of an idea.
New Idea form Idea & Proposal < Ideas Define a new idea.
Preview Idea form Idea & Proposal < Ideas Quick preview of an idea (right pane).
Related Ideas form Idea & Proposal < Ideas View ideas related to the current idea.
Idea Submission form Idea & Proposal < Ideas Submit an idea in Service Portal.
Idea SubmissionAdditional form Idea & Proposal < Ideas Provide additional information when submitting an idea.
Incident Full Incident form Incident View full details of an incident.
New Incident form Incident Define a new incident.
Preview Incident form Incident Quick preview of an incident (right pane).
incidentInvolvedCIsForm Incident > Involved CIs tab Define CIs investigated by the incident.
incidentResolutionForm Incident Used for the resolution section by the controller that implements the Knowledge Management Find Solution feature.
kmPreview Incident Used for viewing the details of an incident in the Search widget.
template Incident Used when viewing incident templates. Only fields that can be applied by a template are on this form.
Infrastructure & Peripheral Full InfrastructurePeripheral form SACM > Infrastructure & Peripheral View full details of an infrastructure & peripheral record.
New InfrastructurePeripheral form SACM > Infrastructure & Peripheral Define a new infrastructure & peripheral record.
Preview InfrastructurePeripheral form SACM > Infrastructure & Peripheral Quick preview of an infrastructure & peripheral record (right pane).
financialForm SACM > Infrastructure & Peripheral Finance tab of an infrastructure & peripheral record.
portalPreview SACM > Infrastructure & Peripheral Preview of the infrastructure & peripheral record as displayed in the Service Portal: portal menu > Assets and Services.
License Full License form Software Asset > Licenses View full details of a license.
New License form Software Asset > Licenses Define a new license.
Preview License form Software Asset > Licenses Quick preview of a license (right pane).
financial form Software Asset > Licenses Edit the details of a license in the Finance tab.
License Type Full LicenseType form Software Asset > Types View full details of a license type.
New LicenseType form Software Asset > Types Define a new license type.
Preview LicenseType form Software Asset > Types Quick preview of a license type (right pane).
Location Full Location form Locations View full details of a location.
New Location form Locations Define a new location.
Preview Location form Locations Quick preview of a location (right pane).
Model Full Model form Change > Models/Incident > Models View full details of a change model or incident model.
New Model form Change > Models/Incident > Models Define a new change model or incident model.
Preview Model form Change > Models/Incident > Models Quick preview of a change model or incident model (right pane).
Offering Full Offering form Service Catalog > Offerings View full details of an offering.
New Offering form Service Catalog > Offerings Define a new offering.
Preview Offering form Service Catalog > Offerings Quick preview of an offering (right pane).
Offering Fulfillment Plan Service Catalog > Offerings >User options tab Select a fulfillment plan for an offering.
Person Full Person form People > People View full details of a person.
New Person form People > People Define a new person.
Preview Person form People > People Quick preview of an person (right pane).
personOnBehalf People > People Edit the Request on behalf tab of a person record.
personResponsibility People > People Edit the Responsibilities tab of a person record.
Problem Full Problem form Problem Management View full details of a problem.
New Problem form Problem Management Define a new problem.
Preview Problem form Problem Management Quick preview of a problem (right pane)
problemInvolvedCIsForm Problem > Involved CIs tab Define CIs affected by the problem.
Proposal Full Proposal form Idea & Proposal < Proposals View full details of a proposal.
New Proposal form Idea & Proposal < Proposals Define a new proposal.
Preview Proposal form Idea & Proposal < Proposals Quick preview of a proposal (right pane).
Record Category Full ITProcessRecordCategory form Categories View full details of a record category.
New ITProcessRecordCategory form

Categories

 Define a new record category.
Preview ITProcessRecordCategory form Categories Quick preview of a record category (right pane).
Request New Request form Service Request > Requests Define a new request.
Full Request form Service Request > Requests View full details of a request
Preview Request form Service Request > Requests Quick preview of a request (right pane).
CartRequest Service Portal View shopping cart title
requestInvolvedCisForm Service Request > Requests Involved CIs tab of Request page.
defaults Service Catalog > Offerings > Default values tab Define request and user option default values for an offering.
onlyResolution Service Request > Requests View full details of a request - Resolution section.
without Resolution Service Request > Requests View full details of a request - main section (other than the Resolution).
serviceRequest Service Portal > select a service offering Provide the business justification for a service offering request.
supportRequest Service Portal > select an IT support offering Provide the business justification for an IT support offering request.
custom Service Portal > select a support or service offering Service Portal request tracking page.
generalRequest Service Portal > no offering selected Define a new request.
hrRequest Service Portal > select an HR support offering Provide the business justification for an HR support offering request.
kmPreview Run a search Display search results for requests.
Live Support New Request Service Request > Live Support Define a new request in live support.
Live Support Edit Request Service Request > Live Support Edit a request in live support.
ctiRequestDescription Service Request > Live Support Deprecated.
ctiNewRequestResolution Service Request > Live Support Deprecated.
ctiNewRequest Service Request > Live Support Deprecated.
ctiClosure Service Request > Live Support Deprecated.
Reservation Full Reservation form SACM > Reservations View full details of a reservation.
New Reservation form SACM > Reservations Define a new reservation.
Preview Reservation form SACM > Reservations Quick preview of a reservation (right pane).
Service Component Full ServiceComponent form SACM > Service Components View full details of a service component.
New ServiceComponent form SACM > Service Components Define a new service component.
Preview ServiceComponent form SACM > Service Components Quick preview of a service component (right pane).
Service Definition Full ServiceDefinition form Service Portfolio Management View full details of a service definition.
New ServiceDefinition form Service Portfolio Management Define a new service definition.
Preview ServiceDefinition form Service Portfolio Management Quick preview of a service definition (right pane).
Stockroom Full Stockroom form SACM > Stock Management View full details of a stockroom.
New Stockroom form SACM > Stock Management Define a new stockroom.
Preview Stockroom form SACM > Stock Management Quick preview of a stockroom (right pane).
Subscriptions Full Subscription form SACM > Subscriptions View full details of a subscription.
Preview Subscription form SACM > Subscriptions Quick preview of a subscription (right pane).
subscriptionRelatedRecords SACM > Subscriptions Display request that initiated the subscription.
portalPreview SACM > Subscriptions Preview of the subscription record as displayed in the Service Portal: portal menu > Assets and Services.
System Element Full SystemElement form SACM > System Elements View full details of a system element.
New SystemElement form SACM > System Elements Define a new system element.
Preview SystemElement form SACM > System Elements Quick preview of a system element (right pane).
Target set Full TargetSet form Service Level > Service Level Target Sets View full details of a service level target set.
New TargetSet form Service Level > Service Level Target Sets Define a new service level target set.
Task approvalNew
  • <modules that include Approval plans>
  • records > Approval Definition tab
 Define a new approval.
approvalFull
  • <modules that include Approval plans>
  • records > Approval Definition tab
 Edit details of an approval.
approvalPreview Approvals Quick preview of an approval (right pane).
taskPreview Tasks Quick preview of a task (right pane).
Full task form <modules that include Task plans> Edit details of a manual or automated task.
New task form <modules that include Task plans> Define a new manual or automated task.
Time period Full TimePeriodDefinition form Time Period Management View full details of a time period.
New TimePeriodDefinition form Time Period Management Define a new time period.
timePeriodDefinitionExceptionForm Time Period Management Add an exception to a work schedule definition.

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