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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- Change Management administrative tasks
- Prompt reason for relating and unrelating a change to another
- View Change Management security profile records
- Modify an operator record to enable Change Management access
- Configure a Change Management environment record
- Delegate approvals to another operator
- Update an active approval delegation
- Disable an active approval delegation
- Copy an approval delegation
- View the Approvals section in Change Management
- Create a Change Management Group Definition record
- View a change category record
- View a task category record
- Delete a category record
- Print a category record
- Update a category record
- Security and access control
- Change Management environment record
- Create a new category from an existing record
- Add a phase to a category
- Access a phase or task record
- Access a phase or task record from a category record
- Create a phase record
- Delete a phase record
- Generate an automatic task for all members of a group (array based)
- Generate an automatic task for all members of a group (standard)
- Manually create tasks for all members of a group
- Print a phase record
- Update a phase record
- Validate a phase record
- View the Change Management background processor
- Access an Event Definition record
- Access an Alert Definition record
- Create an alert definition record
- Access Phase definition alert controls
- Access the Alert Log file
Delete a phase record
Applies to User Roles:
System Administrator
Change, task, quote, and order phase records contain field names that are applicable to the function of the record. Like categories, there are some differences between a change, task, quote, and order.
Caution When you delete a phase record, you will need to update svcCatStatusMap in Database Manager. This will ensure that any existing change requests or quote orders will receive the necessary phase record assignments based on the phase record you just deleted.
To delete a phase record, follow these steps:
- Go to Tailoring > Process Designer > Workflows.
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Select the workflow name that matches the category where you want to delete a phase.
Note Select table name cm3r for a Change Request phase or cm3t for a Change Task phase.
- Using the visual workflow representation, click on the phase that you want to delete.
- Click Delete and then save.
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Update svcCatStatusMap in Database Manager.
As an example, delete the Source Record Status for an ordering phase you created earlier but find you no longer need. For example, a phase titled Ordering2 with the Source File Name of ocmq, as follows:
- Go to Tailoring > Database Manager.
- In the Form field, type svc and then click Search.
- In the Find Format Name field, select svcCatStatusMap.
- Click Search to open a list of Service Catalog Status Mapping phase records.
- Find and select the record with the Source Record Status of Ordering2 and the Source File Name of ocmq. This is the record to be removed.
- Verify that the number in the Status Score field contains the right phase number. Since you deleted the phase or order of the original phases, you need to delete the Status Score field number here to match the order of the phases.
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