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.
Words and Phrases
| 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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- 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
Set a reminder for a request
Security Roles: Requestor, Request Coordinator
You can set a reminder to notify you if an existing request record meets certain conditions by a specified time. For example, you may want to be reminded if a request is still open or is not updated by a given date.
To set a reminder for a request, follow these steps:
- Click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.
- Open the request record for which you want to set a reminder.
- Click More or the More Actions icon, and then select Set Reminder.
-
Do one of the following to set the time when the reminder occurs:
-
Click Remind At to set a reminder for a particular day and time.
Tip Click Fill to display a calendar where you can select the date and time for the reminder.
- Click Remind In to set the reminder to occur at a particular interval. If you choose this option, specify the time interval (in 00:00:00 format), and select a shift from the Based On list.
-
-
In the Remind if field, select a condition for the reminder to occur:
-
Always. (the default value)
-
Request has not been updated.
-
Request is still open.
-
Request is still assigned to me.
-
- In the Pop-up Message area of the form, select the type of notification you want to receive.
- If you select Pop-up, type the reminder message in the Message field that you want to appear in the reminder.
-
If you select Email or SM Mail, follow these steps:
- Type a title for the mail in the Title field.
- Select the type of mail message s in the Message Type area:
- Click Send Request Record to include a copy of the request record in the email.
- Click Fixed Text, and then type the message you want to appear in the email.
- Click OK.
Related topics
Request Fulfillment workflows and user tasks
