Difference between revisions of "Global Search for Requests"

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The Global Search for Requests allows you to locate Service Manager requests, including incidents, problems, changes, and service requests.  When using the Global Search a number of entities can be selected on the left hand side of the service.  The Requests entity will only be available when Service Manager is installed and will only be visible to user that have rights to use Service Manager.
 
The Global Search for Requests allows you to locate Service Manager requests, including incidents, problems, changes, and service requests.  When using the Global Search a number of entities can be selected on the left hand side of the service.  The Requests entity will only be available when Service Manager is installed and will only be visible to user that have rights to use Service Manager.
  
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== Standard Search ==
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The Standard Search is a natural language search where you can type in anything from a single work to a sentence.  The text typed into the search bar will search the following fields of a request
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:* Summary
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:* Description
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:* Customer
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:* Owner
  
 
== Advanced Search ==
 
== Advanced Search ==

Revision as of 05:01, 6 March 2017

Introduction

The Global Search for Requests allows you to locate Service Manager requests, including incidents, problems, changes, and service requests. When using the Global Search a number of entities can be selected on the left hand side of the service. The Requests entity will only be available when Service Manager is installed and will only be visible to user that have rights to use Service Manager.

Standard Search

The Standard Search is a natural language search where you can type in anything from a single work to a sentence. The text typed into the search bar will search the following fields of a request

  • Summary
  • Description
  • Customer
  • Owner

Advanced Search

The Advanced Search is accessed by an arrow located on the right hand side of the search field. By clicking on this arrow the following search options are made available to improve on your search.

  • Any Type
Allows you to select a single request type to be included in the results page. The requests types include Incident, Service Request, Change, Problem, and Known Error.
  • Any Status
Allows you to select a single status of requests to be included in the results page. The statuses include New, Open, Close, and Resolved
  • Any Owner
A single owner can be selected using the Co-worker search. Once a co-worker is select, only the requests where that co-worker is the owner, will be in the results
  • Any Customer
A single customer can be selected using the customer search. The Seach Customer will return both contacts and co-workers. Once a customer is selected, only requests where that contact or co-worker is the customer of the request, will be displayed.
  • Any Service
Select a single service from the list of services to produce search results that only contain requests belonging to that service