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.
|A single word||
||Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".|
You can specify that the search results contain a specific phrase.
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.
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||
|A combination of search types||
- Data Policy
- Access Data Policy
- Data Policy expressions
- Data Policy and the object record
- Creating revisions
- Revert to a previous revision
- Purge revisions
- Data Policy and encryption
- Change the columns in a record list
- Create an alias for your custom CI display name field
- Define auto complete table columns
- Specify a referenced table for a field
- Specify a display field for a referenced table
Specify a referenced table for a field
The Data Policy for a table can define a referenced table for a field in the table. A referenced table is the table that is referenced by the current field. From a business logic perspective, the current field must be used to store the same data as the unique key field of the referenced table. For example, in the out-of-box cm3r Data Policy record, the device table is defined as the referenced table of the assets field (the Affected Configuration Item field). Once you have specified a referenced table, Service Manager creates a link that points from the current field to the unique key field of the referenced table.
Furthermore, the referenced table must have a Display Field defined. The current field displays the values of the display field, instead of values of the unique key field of the referenced table. For example, the Affected Configuration Item field in a Change record displays the CI display names (stored in the display.name field), instead of the CI Identifier values (stored in the logical.name field).
This functionality automatically updates the CI data in the reference modules (such as Change, and Incident) when a CI name is updated in the Configuration module so that data integrity is maintained across the modules.
To specify a referenced table for a field, follow these steps:
- Click Tailoring > Data Policy.
- Open the corresponding Data Policy record. For example, for the affected.item field in the cm3r table, open the cm3r Data Policy record.
- Select the Field Settings tab.
Select the field, and select a value from the drop-down list in the Referenced Table column. For example, select device.
Note Currently, only the device table can be used as a referenced table.
Click Save to save the Data Policy record.
In this example, Service Manager creates a link between the field and the logical.name field of the device table, if the link does not already exist. In the link record, the logical.name field is the target field.
Next, you need to specify a display field for the referenced table. This is the field of the referenced table whose values will be displayed in the current field. The current field derives data from the display field based on the unique key field of the referenced table. For details, see Specify a display field for a referenced table.