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 Fulfillment workflows and user tasks
- Examples: Request Workflow
- Create a new request record
- Create a new request from a user interaction
- Create a request by copying an existing record
- Update a request record
- Suspend a request
- Approve or deny a request
- Escalate a request
- Create a request template
- Apply a request template
- Apply a request model to an existing request record
- Update multiple request records
- Approve multiple request records
- Link a request to another record
- Set a reminder for a request
- Send a notification from a request
- View audit log from a request
- Access the alert log when viewing a request
- Create a scheduled maintenance task from a request record
- View or edit the cost of a request
- Close a request directly in the Logging phase
- Close a request record
- Reopen a request record
- Access Request Fulfillment reports
Create a new request from a user interaction
Security Role: Service Desk Agent
As a Service Desk Agent, you can trigger an interaction that is in the “request for administration,” "request for information," or "service request" category to a request.
To a new request from a user interaction, follow these steps:
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Click Service Desk > Create Streamlined Interaction. The New Interaction form is displayed.
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Specify the Contact for the interaction.
Note If you use the Fill function to replace the information in a field that already has data, clear the field before you click Fill. If the field contains data, the Fill function cannot operate.
- In the Service Recipient field, select the service recipient.
- In the Notify By field, select the user's preferred notification method.
- Type a description for the interaction.
- In the Category field, select request for administration, request for information, or service request.
- In the Affected Service field, select the affected service.
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Click the Continue button. The New Request form is displayed.
- Enter necessary information to create the new request.
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