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
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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 |
|---|---|---|
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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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- Service Manager Survey
SM Survey setup
SM surveys fall into three categories:
- Manual surveys: surveys that the user manually sends from the Send Survey option in a record. For more information, see Send a survey from a record.
- Scheduled surveys: surveys that the user creates and then the system automatically sends out based on a scheduler. For more information, see Create an SM survey for a module.
- Rule-based surveys: surveys that are automatically triggered by a rule set specified in a Process Designer workflow. For more information, see Use a rule set to send surveys.
You need to configure these types of SM surveys differently.
Common configurations
All types of SM surveys require the following configurations:
- The HTML Email solution must be set up. For details, see Set up HTML Email for SM surveys.
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The right survey portal must be specified in the System Information Record. For details, see Select a survey portal.
- The survey portal URL must be specified. For details, see Specify the survey portal URL.
- The survey service agent scheduler must be started. For more information, see Start the survey service agent scheduler.
Once these configurations are ready, you can send manual SM surveys from a record by selecting the Send Survey option. However, rule-based and scheduled SM surveys require additional configurations.
Additional configurations for rule-based SM surveys
You need to create a rule set and add it to the workflow of a desired module (for example, the Incident module). For details, see Use a rule set to send surveys.
Additional configurations for scheduled SM surveys
Scheduled surveys are based on the survey integration framework, and therefore require the following additional configurations:
- A survey integration instance is set up and enabled in Integration Manager. For details, see Enable a survey integration instance.
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A survey definition for each supported module is created based on the SM Survey connector (that is, the Internal Connector). For details, see Create an SM survey for a module. You can create an SM survey for each of the following modules: Change, Configuration Item, Interaction, Incident, Request, and Problem.
- If Service Manager Service Portal is used as the survey portal, you need to additionally enable users to access Survey. For details, see Enable Service Portal users to access surveys.
Note These are the minimum configurations required for SM Survey, based on the assumption that the out-of-box survey template and HTML Email template will be used. If users want to design their own survey questionnaires or tailor the out-of-box HTML Email template, further configurations are needed. For details, see the following topics:
Related topics
Related topics
Specify the survey portal URL
Enable a survey integration instance
