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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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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Find function
Note Starting with Service Manager 9.41, the Find button is renamed to View Detailed Information , and its icon image is also changed.
Certain fields in a record are linked to related information in different files. The Find function locates associated records for fields such as asset, logical or contact names, locations, vendors, or users. For example, when you use the Find function, you can populate the Reported By field in an incident record.
The function behaves differently for reference fields and normal fields (which do not have a referenced table defined in the data policy).
Behavior on normal fields
For fields that are not a reference field, the View Detailed Information function uses the line in the link record for its query.
- In the web client, the View Detailed Information button becomes active immediately after the user starts typing in the field.
- In the Windows client, the button is disabled when the field is empty.
You can view or modify a linked record within the record’s application. Depending on your user profile, you may be able to view Asset Management records, but not modify those records.
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.
Behavior on reference fields
The View Detailed Information function no longer uses the query defined in the link line; instead, the system performs an exact match query based on "id".
- In the web client, only when the reference field contains a value that exactly matches a value in the referenced table, the button is enabled (otherwise it is disabled).
- in the Windows client, the button is disabled when the field has no reference value (either you enter a value without clicking Fill or the field is empty).
Use the Find function
Applies to User roles: All roles
To perform a find on data in tables, double-click the first item in the table. (If you are using the web client, you only need to click once.)
To perform a find in other locations, follow these steps:
- Insert the cursor in a field where you want to view the related Service Manager records. You can enter partial data in a field to narrow the search.
- Perform one of the following actions:
- Click the Find icon at the end of the field.
- Press F8.
Service Manager displays a record that contains information related to that field. If no records are found or the selected field is not linked to the Find function, Service Manager generates an error message.
To exit the related record, click Cancel.
Note Find does not insert the information from the related record. Use the Fill function to enter data automatically.
Related topics
