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Fill function

The Fill function allows you to create or update a record quickly. When you click the Fill icon next to an empty field or a field that contains partially-keyed leading information, Service Manager identifies the applicable related record and adds the related information to the field. For example, if you type Br in a name field and click the Fill icon, Service Manager identifies records with last names that begin with "Br,"such as the record for Nicholas Brown, along with any assets that are linked to this contact record.

Note If you attempt to locate information for a field that depends on one or more fields that contain invalid or unrelated information, you receive an error message that resembles the following:

Cannot find related information in dept using query: company#"advantage" and dept.full.name#"advantage/edd"

In this example, the value of the department name field depends upon the values in the company and dept.full.name fields. You must provide valid values in the company field and dept.full.name field.

Use the Fill functionality

Applies to User roles: All roles

To use the Fill functionality, follow these steps:

  1. Insert the cursor in any field that has a Fill icon adjacent to the text field.
  2. Perform one of the following actions:
    • Click the Fill icon adjacent to the field.
    • Press F9.
  3. A record list that contains possible entries for the selected field is displayed. Double-click a record to fill the selected field and any related fields.

Use the Fill Selected functionality with multiple records

Applies to User roles: All roles

The Fill Select functionality is available for array fields only. An array field is a field that accepts a list of entries rather than a single entry. This topic describes how to use the Fill Selected functionality to add Downstream CIs to a Configuration Item Relationship as an example of how to use the Fill Selected functionality with multiple records. This example was selected because the Downstream CIs field is an example of an array field. This example uses out-of-box data for Applications CI.

Note The multi-select functionality must be enabled by a System Administrator.

Windows client

To use the Fill Selected functionality to add multiple items to an array field, follow these steps:

  1. Click Configuration Management > Resources > Configuration Item Relationships.
  2. Click Search to display a list of existing Configuration Item Relationships, and then select Applications.
  3. Select the next available blank line in Downstream CIs, and then click the Fill icon for the entry.
  4. Click Search or type search criteria, and then click Search.
  5. To select multiple items from the list, follow these steps:
    1. Click an item in the list.
    2. Press and hold down the Ctrl key.
    3. Select another item in the list.
    4. Continue to hold down the Ctrl key while you select other items in the list, until you have selected several items.
  6. Click Fill Selected. The items that you selected are added to the list of Downstream CIs.

Web client

Note In the web client, you can select multiple records to fill on one page at a time only.

To use the Fill Selected functionality to add multiple items to an array field, follow these steps:

  1. Click Configuration Management > Resources > Configuration Item Relationships.
  2. Click Search to display a list of existing Configuration Item Relationships, and then select Applications.
  3. Select the next available blank line in Downstream CIs, and then click the Fill icon for the entry.
  4. Click Search or type search criteria, and then click Search.
  5. To select multiple items from the list, follow these steps:
    1. Select the check box next to the records that you need from one page.
    2. Click Fill Selected.

Related topics

Editing records
Fields
Find function