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||
- Get started
- Service Manager modes: Classic, Codeless, and Hybrid
- Service Manager version history
- Accessing Service Manager
- Searching records
- Navigating the UI
- More Actions menu
- List and detail toolbars
- To Do list
- Views and favorites
- Switching the System Navigator
- Menu item order in the System Navigator
- Change the System Navigator menu item order option
- Add a folder to the System Navigator
- Collapse open folders in the System Navigator
- Delete a node in the System Navigator
- Accessing an application
- Editing records
- Accessibility Guide
Navigating the UI
The System Navigator
The System Navigator is a navigational structure to view menus, tables, fields, forms, and other integral components. You can also create new nodes that give you quick access to triggers, links, incidents, and personal favorites. The System Navigator simplifies switching forms, applications, and tools and enables administrators to view forms, files, and links quickly.
Favorites are frequently-visited forms, queries, business services, or links that you want to preserve for quick navigation. If you bookmark a favorite query, that query runs each time that you click that link. You can create, rename, copy, or delete the favorite. If you add a query to your Favorites list, Service Manager re-runs the query each time that you select it. Service Manager supports both public and private Favorites lists.
You can define your own business view of records, incidents, contacts, and so on. By customizing the System Navigator and adding folders for different activities or watch lists, you can easily review all your high priority information.
Note Do not use the browser buttons (such as Refresh, Back, and Forward) on your browser toolbar or their keyboard shortcuts (such as Ctrl+R, Ctrl+Left, and Ctrl+Right) to navigate the Service Manager UI in the web client. Instead, use the buttons on the Service Manager interface, as described in the "List and detail toolbars" topic.
Navigating the UI
Accessing an application
List and detail toolbars
Add a folder to the System Navigator
Collapse open folders in the System Navigator
Delete a node in the System Navigator