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.
"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.
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
cat ^ mouse
|A combination of search types
( ) parentheses
- Service Manager Macros
Create a macro
When creating a macro, you must name and define the conditions of the macro before setting the parameters for its execution.
- Click Tailoring > Tailoring Tools > Macros.
- Click Add.
- In the Macro Name field, type a name for the new macro.
In the Applies When field, select an event option from the list indicating when you want the macro to execute.
For example, select Incidents are Saved.
- In the Macro Type field, select an action you want the macro to execute. Options include mailing, starting and stopping clocks, executing a RAD function, or evaluating an expression.
Type a Macro Condition that triggers the macro to execute. When this condition evaluates to true, Service Manager executes what is defined in the Macro Type field.
For example, you can notify a specific person when a new incident record is set to priority 1. The condition would look like this:
priority in $L.new=“1”.
Click Set Parameters to establish the parameters for this macro.
Note: The available fields in this form vary, depending on the value in the Macro Type field in the edit form for your new macro.
- Provide additional information where needed. For example, Construct Message By.
The macro edit form opens.
The macro record saves and you are returned to the macro list form. Updating a macro record uses the same edit forms as the creating process.
- Click Search from the macro list form to refresh the list of macros.
- Click OK in the search dialog box.