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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Catalogs Management
Note In this release, Service Manager Service Portal cannot synchronize changes to catalog items or categories back to Service Manager. Therefore, we highly recommend managing catalog items and categories in Service Manager instead of Service Manager Service Portal.
Meanwhile, we do not recommend using the Policies and Business Process applications to manage approval requirements because Service Manager Service Portal cannot synchronize approval policies and business processes to Service Manager.
The Organization Administrator can use the following applications for catalogs management:
- Catalogs - create and manage Service Manager Service Portal catalogs, which contain published catalog items for consumer fulfillment.
- Catalog Items - create and manage Service Manager Service Portal catalog items.
- Categories - create and manage Service Manager Service Portal categories, which are used to group catalog items in catalogs.
- Catalog Connect - aggregate (import) catalog items from end-point systems (Service Manager Service Portal suppliers) .
- Suppliers - manage integration of Service Manager Service Portal with suppliers, from which catalog items are imported (aggregated).
- Policies - create and manage the policies that control the approval requirements for orders placed by consumers in the Service Manager Service Portal.
- Business Processes - create and manage the business processes that tailor the Service Manager Service Portal approval policies to business needs.
Expand the help table of contents to see all topics included in this help.