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 |
|
Additional supported rule types
The following rule types are available in out-of-box Service Manager deployments.
| Rule type | Description |
|---|---|
| Launch a URL | Call a URL to launch a web page |
| Call a process | Call a Service Manager process record |
| Case Exchange | Trigger certain activities for the Case Exchange integration |
| Run a wizard | Run a Service Manager wizard |
| Clear Fields | Clear the specified field and related fields |
| JavaScript Validation | Use JavaScript to perform actions and validations |
| Run JavaScript | Use JavaScript to perform actions and validations |
| Mandatory Fields | Set fields as mandatory |
| Mandatory Variables | Set variables as mandatory |
| Send Notifications | Send Service Manager notifications |
| Launch a Script | Launch a Service Manager script |
| Send HTML Email | Send an HTML Email to users or a group |
| Start or Stop Clock | Start and stop a Service Manager clock |
| Set Field | Set a field value using JavaScript |
| Set Field from Number | Set field based on a number record |
| Validate Date | Validate a date against a date range |
| Field Validation Against a List | Validate a field against a list (global or defined) |
| Validate against Table | Validate a field against a field in another table and fill data into other fields |
| Validate Text/Number | Validate a field against a range of text or a number in another field of same table |
| Field Validation Against a Table | Validate a field against a different table |
| Popup Message Box | Create and configure popup message boxes that appear to end users |
| Assignment | Automatically distribute records (such as tasks or records) to the groups and individuals who are most able to process them |
| Run Action | Run actions (defined by rule sets) on records that have a specified relationship to the record that triggers the rule |
| Run Scheduled Action | Run actions (defined by rule sets) on records after a specified length of time has passed |
| Group rules | Group multiple rules into a rule group with an overall condition. |
