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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- Request Task workflow and user tasks
- Examples: Request Task Workflow
- Create a request task
- Create a request task template
- Apply a request task template
- Create a change from a request task
- Update multiple request tasks
- Cancel multiple request tasks
- Set a reminder for a request task
- Send a notification from a request task
- View audit log from a request task
- Access the alert log when viewing a request task
- Close a request task
- Task scheduling
- Updating CMDB
Apply a request task template
Security Role: Request Analyst
Templates enable you to quickly complete a request task record by automatically populating fields with the applicable information. You can apply a template when completing a request task if you are authorized to use that particular template.
Note Make sure that the “Supports Templates” option is enabled in the request task object.
To apply a template to a request task, follow these steps:
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Click Request Fulfillment > Search Request Tasks, enter your search criteria, and then click Search.
- Select the request task record to which you want to apply a template.
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From the request task record, click Apply Template. The Select Request Task Template wizard opens.
Note The Apply Template action is available in the "Active" and "Review" phases. To run this action, you must have the “Update” right in the “Request Tasks” area.
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Click the template that you want to apply to the selected request task. You are returned to the selected request task record and the fields are automatically filled in with the values set in the template.
Tip Users authorized to use this template can also modify the template to meet their needs.
- Modify other fields, as needed.
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Click Save & Exit.
