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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How to create a field and add it to a record type
The following task describes how to create a field and add it to a record type. For information about adding calculated fields, see Calculated fields.
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From the main menu, select Administration > Configuration > Studio > Fields.
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Select the record type in the drop-down list at the top of the page.
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Click New field.
The new field displays in the list, with its blank properties in the right pane.
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Edit the properties as required.
Property Description Name The name of the field. This field is required.
Caution
- The name of out-of-the-box fields is always in upper camel case. For example: ChangeCausedByRequest. You must follow this naming style.
- The names of all custom fields must end with _c. This suffix is added automatically. You do not need to enter it manually.
Domain This property is read-only. System If selected, the field is a system field. You may not edit a system field.
Note You may not select this for a custom field.
Multilingual label The label of the field which Service Management displays in the user interface.
This field is required.
Logical type The field type. This field is required. For more information, see Logical type details.
Enable sort If selected, a user may sort the field when it appears in a record list by clicking the column header. Enable search If selected, a user may filter and report using this field.
Note A maximum of 2 fields per record may be defined as searchable.
Encrypted If selected, the field is encrypted and can only be viewed by members of the selected encryption domain. Only relevant for fields of type MEDIUM_TEXT, LARGE_TEXT, and RICH_TEXT.
Encryption domain Select the encryption domain used for this field. Only appears when Encrypted is selected. For more information on encryption domains, see Encryption domains.
Enforce uniqueness If selected, the value entered in the field must be unique. Required If selected, this is a required field for the record. Read only If selected, a user may not change the value of the field. Hidden If selected, the field is visible only in the Fields Editor. Tooltip The text that appears when you move the pointer over the field. Placeholder The text that appears when the field is empty. You can use this to give instructions or reminders to users. -
Click Save.
Create a relation field (association)
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From the main menu, select Administration > Configuration > Studio > Fields.
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Select the record type in the drop-down list at the top of the page.
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Click New association.
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Edit the properties as required.
Property Description Name The name of the relation field. Multilingual label The display label of the relation field. Opposite label The display label of the relation field on the target record type. Logical type This property is read only and can only be MANY2MANY. Target Entity The target entity (record type) of the relation.
Note If the source record type is an out-of-the-box record type, only a custom record type can be selected.
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Click Save.
After the relation field is created, the Target Entity can no longer be modified.
Related topics