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.
Search for | Example | Results |
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A single word | cat
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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. |
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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Request Fulfillment administration
Request Fulfillment administration consists of the following:
- Environment: This environment record contains options that defines the functionality of the Request Fulfillment application for all Request Fulfillment users. For example, you can set the formats of request number and request task number.
- Settings: You can configure the general settings for the Request Fulfillment module. For example, you can configure to create a new request either by selecting a category or by selecting a request model.
Configure the Request Fulfillment environment
Security Roles: System Administrator
To configure Request Fulfillment environment settings, follow these steps:
- Click Request Fulfillment > Administration > Environment in the System Navigator.
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Configure the following environment settings as needed.
Setting
Description
Delay Assigning Request Number? Defines whether or not the system delays assigning the request number until you save the record. Skip Inefficient Query Warning? Normally, it is desirable to warn an operator when they have entered an inefficient (partially or non-keyed) query. If you want to bypass the warning, select this check box. Use Operator Full Name? Defines whether or not the operator full name is used when time stamping reports (on open, update, and so on) for records in the application environment.
Request Number Controls Defines the format of request number. See Number controls. Request Task Number Controls Defines the format of the request task number. See Number controls. Unique Number Length Defines the length of the unique number.
Note This setting only takes effect on the Parent No/Unique No (PPPNNN) option in Request Task Number Controls.
Separator Defines the separator that is used in Request Number Controls and Request Task Number Controls. -
Click Save.
Number controls
Number controls determine how your requests or request tasks will be numbered.
Option | Description |
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Yr/Unique No (YYNNN) |
The current year (system-calculated), followed by a unique sequential number. |
Yr-Mo/Unique No (YYMMNNN) |
The current year and current month (system-calculated), followed by a unique sequential number. |
Julian/Unique No (YYDDDNNN) | The current Julian date (system-calculated), followed by a unique sequential number. |
Unique Number Only | A unique number without prefixes or suffixes.
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Parent No/Unique No (PPPNNN) | The parent request number, followed by a unique sequential number determined. This option is only available for request task number control. |
Configure the Request Fulfillment settings
Security Roles: System Administrator
To configure Request Fulfillment settings, follow these steps:
- Click Request Fulfillment > Administration > Settings in the System Navigator.
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Configure the following settings as needed.
Setting
Description
Audit Records The changes of field values in requests or request tasks can be monitored by the audit application.
You can use this setting to enable or disable the audit application for requests and request tasks.
Select on Open You can choose to open a new off-catalog request either based on category or based on request model.
Default: Request Model
Group Request Model By To configure the request model hierarchy, type up to four column names to group the request models in the Group Request Model By text box. For example, to group request models by category and template, type category, request.template.
Note
- The request model hierarchy configuration takes effect only when Request Model is under Select on Open.
- Use the column names specified in the
requestModel
table. - You can configure at most four levels in the request model hierarchy by specifying the column names in a comma separate list.
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Click Save.
Notifications in Request Fulfillment
Request Fulfillment includes the following out-of-box notifications, which are sent in response to certain events.