Posting

Posting is the process of copying data from a source record to a target record. The purpose of posting is to update similar fields in other records without having to open those records to modify each field.

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.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

A link record defined to support the posting process copies data from orders (source records) to quotes (target records). The Comment fields must start with the word POST.

Posting to a new Configuration Item (CI) record is done automatically for models that have a configuration file defined. Further posting of actions can occur, but requires system tailoring.

If the background posting process cannot lock records, the posting is rescheduled for a certain time in the future (for a maximum number of times). If the risk of two users accessing and modifying a record simultaneously is unacceptable, consider alternatives for posting to records that need to be locked.

The process of posting is covered in the Format Control section of the Tailoring Help. In Request Management, the master Format Control records (ocmq, ocmo, or ocml) execute first; then the category Format Control (name=phase definition’s default view). These Format Control records can call the post.fc application.

See the Tailoring Help for more information about posting and creating link records.

Post data using a link record

Applies to User Roles: System Administrator

One of the advantages of a relational database is the elimination of redundant information. This is accomplished by storing information about a particular subject in one place, or file, with links to other subjects. Links are a combination of data and link definitions, sets of conditions containing relationships for linked information.

The posting process requires you to create a standard Service Manager link record. The link record establishes the connection between similar fields in the source and target files.

To post data using a link record:

Click Tailoring > Tailoring Tools > Links.

A blank Link File form opens.

Type the Name of the new link record you wish to add.

Click New.

You receive a message that states the link record has been added.

To finish adding the record, type the following values in the first line of the new link record. Place your cursor in each of the following fields to enter the values for each.