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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Shopping Cart
Concepts
In the Service Manager Service Portal , you can browse for catalog items and add them to the shopping cart for a single checkout transaction. This transaction is recorded as one order. Note that shopping cart contents persistent across Service Manager Service Portal sessions. When you log out, the shopping cart will not be emptied.
Tasks
To complete a shopping cart checkout:
- Access your Shopping Cart view by clicking on Cart from the avatar drop-down list in any Service Manager Service Portal view.
- Click Edit to review and modify configuration details of any item in your cart, and then click Update to update the item and return to the Shopping Cart view.
- Click Remove to remove an item from your cart. You will be asked to confirm item removal. Click Continue to remove the item from your cart, or Cancel to keep item in cart.
- Change the quantity of an item to be ordered. Click Update to save your changes.
- Click ← Continue Shopping if you wish to browse the catalog and add more catalog items to your shopping cart.
- Click Checkout to display the Order Information view. Complete the following before submitting your order:
- (Optional) Specify recipient—If you are a manager, you will be able to specify any user you manage as the recipient of this order. Type any portion of a user's name in the Recipient text box. A list of names available to you that contain this string will be displayed. Click on a name to select that user.
- Specify Order Name—Enter a meaningful custom name for this set of items in your shopping cart. As a best practice, create names that easily identify them as services in your organization.
- (Optional) Specify Purpose for Ordering—Provide an optional description of this order. The description can be up to 2,048 characters in length.
- (Optional) Attach File(s) to the Order—If desired attach one or more files to this order. These would typically be files that provide more information for the order approval process, such as a purchase order. You can browse for a file on your system by clicking the Attach File button, or drag and drop a file to the provided area.
- Click Submit to place your order. The Order Confirmation view displays a summary of all items in your order and the order number. You can click the order number to navigate to the Order Details view.
Related Topics