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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- Request Task workflow and user tasks
- Examples: Request Task Workflow
- Create a request task
- Create a request task template
- Apply a request task template
- Create a change from a request task
- Update multiple request tasks
- Cancel multiple request tasks
- Set a reminder for a request task
- Send a notification from a request task
- View audit log from a request task
- Access the alert log when viewing a request task
- Close a request task
- Task scheduling
- Updating CMDB
Updating CMDB
In the out-of-box system, a "CMDB Update" phase is defined in the "Request Task with CMDB Update" request task workflow. This workflow is used by several out-of-box request task categories. When a request task in these task categories moves to the CMDB Update phase, users can update the CI information in a dedicated CMDB update form corresponding to the specific task category. After the CMDB update, the CI status in CMDB will be updated accordingly.
The following table describe the task categories that require CMDB update, the associated forms with the CI queries, and the corresponding CI status after CMDB update.
Task Category |
Request Category |
Associated form |
CIs for CMDB update |
CI Status after CMDB update |
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Purchase |
Generic Request |
rm.requestTask.CI.Creation.form |
Lists the received CIs to be created |
Reserved |
Reservation |
Generic Request |
rm.requestTask.CI.Reservation.form |
Pick up existing CIs from CMDB: “istatus=’In Stock’ and owner=department name of requested.for in parent request” |
Reserved |
Installation |
Generic Request |
rm.requestTask.CI.Installation.form |
Either use the CI list reserved by prior task, or pick up the existing CIs from CMDB: “istatus=’Reserved’ and owner=the department name of requested.for in parent request” |
In Use |
Uninstallation |
Generic Request |
rm.requestTask.CI.Uninstallation.form |
Pick up existing CIs from CMDB: “istatus=’In Use’ and owner=the department name of requested.for in parent request” |
Retired |
Purchase |
Order |
rm.requestTask.CI.Creation.form |
Lists the received CIs to be created |
In Stock |
Note If the number of CIs to be updated is no more than 50, the CMDB update will be executed in foreground. To avoid potential performance issue, if the number of CIs is greater than 50, a background schedule record will be generated to update CMDB.
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