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)`

Service Manager9.41

Use > Survey > Service Manager Survey > SM Survey setup > Create an SM survey for a module

Create an SM survey for a module

You can create a survey definition for scheduled SM surveys applicable to any of the following modules: Change, Configuration Item, Interaction, Incident, Request, and Problem.

To create a new scheduled SM survey for a module, follow these steps:

Click Service Desk > Survey Management > Create Survey in the system navigator to display the Create a New Survey wizard.
Select Internal Connector from the connector list.
Select the Service Manager module on which the survey will be based from the Object drop-down list. For example, select Interaction.
Select an assignment group in the Owner Group field. For example, select Coordinator.
In the Name field, enter a descriptive name for the survey.
Click Finish to display the survey definition record.
(Optional) Enter a description for the survey definition as needed.
Configure the scheduling rules as described below.
1. Select a Sending Interval value. For example, select Daily.
2. In the Active From and To fields, specify a future time period during which the survey definition will be active.
In the User Selection Rules section, select one or more rules. For example, select Randomly select 10% users as survey recipients.
Specify a predefined filter. For example, select Closed interactions since last processing.

You can define custom filters. For details, see Create an additional filter in the Survey Integration section.
In the Recipients section, select recipients for the survey definition. For example, select Contact.

An available recipient here is actually a mapping field in the corresponding DBDICT record, which is defined in the Internal Connector and can be either the group or the person type. To view or update the out-of-box recipient setting, follow these steps:
1. Go to System Administration > Ongoing Maintenance > Survey > Survey Connectors, and open the Internal Connector through a search.
2. Browse to the Recipients and Parameters section and add new parameters as needed. For example, in the out-of-box system, for Interactions, recipient Contact is mapped to the callback.contact field in the incidents DBDICT record, which is the Contact field in the interaction detail form. For more information about how to add a new recipient for a module, see Create a new recipient.
In the Email Settings section, manually configure your email template or click Select HTML Template to select an existing one. Service Manager provides an out-of-box HTML template as Internal Survey Template. In the Test Record field, enter an existing record ID (for example, SD10002), and click Preview to make sure the template satisfies your needs.
Click Back to return to the survey definition.
Click Add Translation if you want to add a localized version of the email template. For details, see Create a localized email.
(Optional) In the Parameters section, click the Optional tab to add your own parameter mappings.

Parameters are predefined values that provide surveys in HPE Service Manager with the correct metadata. You can create additional parameters that are mapped to specific fields in the module.
Click Save to create the survey definition.

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