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
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
|
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 |
|
|
| 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 | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Request Fulfillment configuration
- Create a request model
- Create a request category
- Add a subcategory to a request category
- Create a request task category
- Create a product catalog category
- Create a product catalog item
- Stock management
- Add a Request Fulfillment assignment group
- Add a Request Fulfillment approval definition
- Clone a request model
Create a request category
Security Role: Request Manager
If you are a Service Manager Administrator, you may want to create a request category. To do this, you can modify an existing category record, or you can create a new category record. Service Manager provides the following out-of-box category records that you can use or modify:
- Generic Request
-
Order
To create new category record, follow these steps:
- Click Request Fulfillment > Configuration > Request Categories.
- Click New.
- Enter the name of the request category.
-
Clear the Active check box if you do not want the new category to appear in the category list.
Note By default, the Active check box is selected. If you clear the Active check box, this category cannot be used to create new requests.
- Enter the category description.
- Select a workflow for the category.
-
Click Save.
The new request category is created and the subcategories tab is displayed.
- If you want to create a new subcategory for this request category, go to the Subcategories tab, and then click the Link New Subcategories button to create a new subcategory.
Note To avoid breaking existing request records, the system does not allow you to delete the existing request categories or edit their names.
Related topics
Request Fulfillment configuration
