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 |
---|---|---|
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 |
|
|
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 |
|
Start Shopping
Concepts
To start shopping, you must access the Shop application from the Service Manager Service Portal Launchpad. In the Shop view you can browse available catalog items and then place your order.
Tasks
To Start Shopping
- Click the Service Manager Service Portal Launchpad Shop tile or Start Shopping in the Launchpad banner to navigate to the Shop view.
- Select a catalog item. More information follows on browsing and searching catalog items.
- Click Configure to customize the item. Bundle Items content will be displayed if this is a bundle.
-
Click Order Now to order this item immediately, or Add to Cart then Continue Shopping to continue shopping .
Tip You can optionally add attachments when ordering a new item. For Service Manager (SM) suppliers, attachments are bi-directional. That is, attachments added in Service Manager Service Portal appear in the supplier system and attachments added in the supplier system appear in Service Manager Service Portal.
- (Optional) If you are a manager, you will be able to specify any user you manage as the recipient of this order.
- In the Service Details view, the Recipient text box will by default contain your user name. 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.
- Complete the order information, then click Submit to submit your order.
Note After submitting your order, you can click on the displayed order number in the order confirmation to open the Order Details view, where you can view order details and status.
Browse and Search Catalog Items
Use the Shop view to browse and order catalog items. Shop by category and by keyword search in this view, or to view all available catalog items, click Browse Catalog to navigate to the Service Catalog view.
Click a catalog item to open the Service Details view, where you can view additional details and order that item.
Browse by Category
In the Shop view you can shop for catalog items by browsing the following:
- Popular Services: These are the most subscribed to services, and are typically catalog items popular with other members of your organization.
- New Services: These are services recently added to the catalog.
- Featured Services: This is an abbreviated list of services your organization is promoting. During organization creation, any category can be set as a featured service category. Catalog items published under that category are treated as featured catalog items and will be populated in the Featured Services view. Contact your Service Portal administrator for more information.
The default display will include up to six items in each of these categories. Click on an item to open the Service Details view where you can see additional details and order the selected item. Click See all to navigate the category's view and see all items in that category.
Search Catalog Items
Enter text in the search filter to locate catalog items whose name contains the specified keyword or string.
Browse all Catalog Items
To view and shop all available catalog items, click Browse Catalog to navigate to the Service Catalog view.
More Actions
Click the avatar in the Shop view banner to display a drop-down list of additional actions. See the Service Manager Service Portal Launchpad Help for more information.
Related Topics
Catalogs - View catalogs available to your organization.
Orders - An order is created when you submit an order for one or more catalog items.