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Search for a record by using Quick Search

Applies to User roles: All roles

The Quick Search feature in Service Manager provides a search line from which you can access single records. This enables you to enter the record ID and open the associated record directly, without having to navigate through menus.

To search for a record using the Quick Search search line, follow these steps:

  1. If you have access to the Service Manager command line, click the Command icon, and then click the Command/Search line toggle button to switch to the search line. If you have no command line access, a search line box is already available.

    Note The Command/Search line toggle button is available in the web client only and is disabled by default. To activate this button, see Activate the command/search line toggle button.

  2. Type the record's prefix and ID in the search Line, and then press Enter.

    For example, type IM10005 in the search line, and then press Enter. Record number IM10005 opens. However, if you type IM in the search line and then press Enter, no records are displayed because no ID is specified.

Note

  • The default records prefixes that can be searched for include SD (interactions), C (change), IM (incidents), and CIs (configuration items). For more information about how to add a customized prefix for a record type, see Add a prefix for a record type.
  • You can enable more record types that already have a prefix (such as Problem) searchable from the search line.
  • If you try to search a record when the Command/Search line toggle button is set to the command line, the system displays the following message:

    Unrecognized command. Reenter.
  • If you try to search for a table or a non-existent record in Service Manager when the Command/Search line toggle button is set to the search line, the system displays the following message:

    No records found.

Configuring more record types for quick search

Out of the box, the search line only supports searches by record ID (with ID prefix) for the following record types : SD (interactions), C (change), IM (incidents), and CI (configuration items). You can enable more record types (for example, Problem records) for quick search.

To configure a record type for quick search, follow these steps:

  1. Log in to Service Manager as a system administrator.
  2. Type gl in the command line, and press Enter.
  3. In the List Name field, enter UniSearch Types.
  4. Click Search.
  5. Add the table of the record type and the record type prefix to the global list. For example, for Problem records, do the following:
    1. In the Value List field, add rootcause.
    2. In the Display List field, add PM.

    Note Make sure the types and prefixes are within double quotation marks and separated by commas with no spaces between them. For example: {"incidents","cm3r","probsummary","request","rootcause"} and {"SD","C","IM","RF","PM"}.

  6. Click Save, and then click More > Rebuild Global List.
  7. Click OK.
  8. Click the toggle icon to switch the command line to the search line, and enter a problem record (such as PM10001), and then click the Search icon. The problem record is displayed.

 

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