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 |
|---|---|---|
|
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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Task 1: Create a wizard for the completed SLA
For this task, you will create a wizard panel that displays the SLA record number and title of the newly-created SLA record to the user.
To create a wizard for the completed SLA, follow these steps:
- Click Tailoring > Wizards. The Wizard information form opens.
- Select the Wizard Info tab.
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In the Wizard Name field, type SLA Create 8, and then click Add.
Caution If you use an existing SLA record to create a new SLA wizard panel, click Add rather than Save. If you click Save, you will replace the existing record with the new record you are attempting to add.
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In the Wizard Info tab, complete the following fields.
Field Value Start Node? Leave this option unchecked. Brief Description Type:
This wizard is the final panel the user sees, telling them the record number and name of the new SLA created.
Window Title Type:
Create new SLA - Done
Title Type:
Create new SLA - Done
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Select the File Selection tab to complete the following fields:
Field Value Initial Expressions subtab Type:
Select $L.file by subtab Select records "of type" Select this option and click Fill to select sla as the record type. using query Type:
"agreement.id="+$L.new.sla
Note Be sure to include the double quotes (") at each end of "agreement.id" as these quotes are part of the query.
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Select the Usage tab and complete the following fields to determine the action that Service Manager should take when the wizard is run:
Field Value Request user input Select this field to prompt the user for information. Sub Format to Display Enter a subformat name of the format to display. Type:
sla.create.finished
Activate "Finish" option? Since this is the final wizard in a series of wizard panels, select this option to make a "Finish" button appear on this wizard panel. Turn off Next and Previous buttons ? Select this checkbox. -
Select the Actions tab to define the actions when a user clicks Next, Cancel, or Previous within the wizard. Complete the following field:
Field Value Perform Actions On Here you can specify which record(s) will be affected by the action that you are going to perform. This can either be the current file, the list selected (as a whole), or an action to be performed on every single record selected.
Select Current File ($L.file).
Display Record(s) when complete? Select this option (to set to true) to display the record to the user when the wizard completes. - When you are finished, click Save.
You have created the last wizard panel that displays the SLA record number and title of the newly-created SLA record. Next, you will create format for this wizard step in Forms Designer.
