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 Fulfillment workflows and user tasks
- Examples: Request Workflow
- Create a new request record
- Create a new request from a user interaction
- Create a request by copying an existing record
- Update a request record
- Suspend a request
- Approve or deny a request
- Escalate a request
- Create a request template
- Apply a request template
- Apply a request model to an existing request record
- Update multiple request records
- Approve multiple request records
- Link a request to another record
- Set a reminder for a request
- Send a notification from a request
- View audit log from a request
- Access the alert log when viewing a request
- Create a scheduled maintenance task from a request record
- View or edit the cost of a request
- Close a request directly in the Logging phase
- Close a request record
- Reopen a request record
- Access Request Fulfillment reports
Apply a request template
Security Roles: Requestor
Templates enable you to quickly complete a request record by automatically populating fields with the applicable information. You can apply a template when completing a request if you are authorized to use that particular template.
Note Make sure that the “Supports Templates” option is enabled in the request object.
To apply a template to a request, follow these steps:
- Click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.
- Open the request record to which you want to apply a template.
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Click Apply Template. The Select Request Template wizard opens.
Note The Apply Template action is available in all request phases except "Closure". To run this action, you must have the “Update” or "New" right in the “Request” area. However, if you just have the “New” right, you can only run this action when in the “Logging” phase.
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Click the template that you want to apply to the selected request. You are returned to the selected request 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.
Related topics
Request Fulfillment workflows and user tasks
