Add a search field

To add a field, continue with these steps:

1. Start a 9.60 client session. Make sure the 9.60 client connects to a Service Manager 9.60 server. The client can be an earlier version, but the server must be a 9.60 server.
2. Expand the left Navigation pane.
3. Click Tailoring > SRC Tailoring > Advanced Search. Service Manager displays an SRC Configuration wizard. The first page of the wizard lists existing configurations.

4. Select the company for which you want to modify the advanced search configurations.

   • To enable multi-company mode for advanced search, you have to enable the multi-company mode and start the system schedule list builder. The multi-company list is displayed on the advanced search company after you log in to the Service Manager client again.
   • If a Service Request Catalog login user (operator) is not assigned a company value, the configurations of advance search do not take effect.
5. Click Add a Field.

6. Click the Field Name drop-down list to choose the field that you want to populate with new information. The field type below is automatically populated.

   Example: Choose Urgency from the drop-down list.

   Note If you add a logical type field in Service Manager, the filter for this data type only takes effect in Service Request Catalog when the filter value is set to true by selecting the check box of this filter in Service Request Catalog user interface. Otherwise, this search filter is ignored during the search.

   For example, you add a new Customer Visible field as a search filter in Service Manager. When you select the check box in Service Request Catalog, only the requests whose customer visible field value is set as true are displayed. However, if you do not select this check box in Service Request Catalog, it does not mean that the requests whose Customer Visible field is set as false will be returned. Instead, the search results are not affected by this filter.

7. For the Field Label section, you can perform one of the following actions:

   • Select the Use Default Label option to use the default field label from datadict.
   • Select the Select a Label option to select a label from the existing labels stored in the srcadvsearch class in the scmessage table.

   • Select the Add a Label option to add a new label. After you add a new label, the information of this label is stored in the srcadvsearch class in the scmessage table.

     Note The label that you select or add overwrites the default label.

8. For the Validation Rule section, you can perform one of the following actions:

   • Select the None option if no validation rule is applied.
   • Select the Record in Global List option to enable globalist validation. You can click the Global List drop-down list to specify a value. In this way, from the Service Request Catalog advanced search function, you can pick up a value from the drop-down list as pre-defined in the global list.
   • Select the Record in Table option to enable lookup table validation. You can click the Table Name and Field Name drop-down lists to specify a value. In this way, from the Service Request Catalog advanced search function, you can click the lookup button to pick up a value from the list.
9. When the new field is complete, click Finish.