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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Associate a request with a related record
Applies to User Roles:
Request Coordinator
Request Reviewer
Request Approver
Request Helpdesk Tech
System Administrator
You can associate a Request Management quote with an existing service desk interaction, incident, or change request. Before associating a quote with another record, make note of the record number. For example, an incident record begins with the prefix IM. The record number would look like IM1001.
In the following example, associate a Request Management quote with an Incident Management incident record. The procedure is the same for associating other types of records.
- Click Request Management > Quotes > Search Quotes or Quote Queue and then click Search to open an existing Request Management quote.
- Click More or the More Actions icon, and then select Related > Incidents > Associate.
- Type the incident number or click Search to view the incident search form.
- Add optional filtering criteria, and then click Search again to display an incident record list.
- Select the incident record you want to associate with the quote record. The incident record number is displayed.
- Click OK to link the incident record to the quote record.
- Click Search to view the incident record search form again. Click Search again to redisplay the incident record list.
- Click Cancel to stop the search and exit.
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Click Save & Exit.
Request Management populates the Related Records section with information about the related incident.
Note: Record numbers such as incidents (IM1001), changes (C10), and requests (Q1001) are case-sensitive.
We welcome your comments!
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