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Actionable context aware search

At any time while you create or update an Interaction or Problem record or update an Incident record, you can perform a smart search to find solutions. When you find a solution, you can add the solution to the resolution or workaround field of the record you are processing.

  • The context aware search is disabled from the self-service user view (ess.do).
  • To remove the legacy search icon, you need to edit the form to remove the legacy icon manually.

To use Smart Search for a solution, follow these steps:

  1. While you are submitting a record, click the quick search button to open the quick Smart Search window on the right panel. Smart search uses the content in the Description field of this record as the search string.
  2. In the Smart Search results, click the hyperlink to view a solution document.
  3. When there is a document with the correct solution or workaround, the Use Solution button appears, and you can click Use Solution to add the solution to the resolution or workaround field of the record.

  4. After you select Use Solution, the system displays the record with the resolution or workaround field updated. You can continue processing the Interaction, Incident, or Problem record that prompted your quick Smart Search.