Service Manager
This is the latest version of the help for Ivanti Service Manager 2018. If you cannot find some of the features described in the help, you may be using an older version of the application. To upgrade the application, click here.To view the help for the latest version of Service Manager, click here
How do I ...
The following topics describe specific examples on how to use Service Manager.
Access
•Logging In or Accessing Records Using URLs
Analytics
•Example: Creating a Multiple Series Chart Using Multiple Business Objects
Attachments
Business Objects
•Displaying Change Attachments in Incident Record
•Displaying Problem Attachments as a Separate Child Panel for Parent Incident
•Example: Enabling Cost Items in a Business Object
Business Rules
•Example: Updating Field Values in Related Business Objects
Calendar
Constants
•Working with Global Constants
Counters
•Example: Using a Counter Name in an Initialization Rule
Dashboards
Development Project
•Example: Migrating Request Offering Changes
•Example: Creating or Linking Business Objects via Email
•Example: Processing an Email Based on Incident Status
•Examples of Processing Emails Received in XML Format
Escalations
•Example: Setting an Escalation Schedule by Priority
Expressions
•About Using Expressions in Quick Actions
Financial Management
•Example: Tracking Costs for an Incident
Forms
Hours of Operation
•Example: Setting Up Hours of Operation for Off Hours
Import and Export
•Example: Importing Configuration Item Relationships
•Hierarchical XML File Examples
Layouts
•Adding the ESX Business Object to the CI Layout
Lists
•Example: Highlighting Certain Incidents in a List
Log In
•Logging In or Accessing Records Using URLs
Localization
•Translating Quick Actions and Their Prompts
•Example: Translating Label Expressions
Pick Lists
•Example: Configuring a Pick List for a Request Offering
Portfolio and Project Management
•Getting Started with Portfolio and Project Management
Quick Actions
•Example: Working with the Export Data Quick Action
•Example: Using the Run Program Quick Action
•Example: Using the Send Email Quick Action
•Examples of Using Quick Actions
•Translating the Self Service Quick Action Templates
•Example: Creating a Report Quick Action
•Example: Using the Update Object Quick Action
•Example: Using the Insert Child Object Quick Action
•Example: Using the Export to Microsoft Excel Quick Action
•Example: Using the UI Action Quick Action to Open Another Workspace
•Example: Using the UI Action Quick Action to Open a Workflow
•Example: Using the Run for Child Quick Action
•Example: Using the Search and Link Quick Action
•Example: Using the Clone Object Quick Action
Reports
•Creating Reports and Report Templates
Related Objects
•Using Related Items and Object Matching
•Example: Hiding Related Items in Closed Status
Request Form Setup
Request Offerings
•Example: Using a Cascading Validation List
•Example: Using Multiple Currencies with a Single Service Catalog Offering
Search
•Example: Using Find and Replace
•Example: Finding Records that Will Breach
Self Service Mobile Role
•Creating a Self Service Mobile Role
•Customizing the Responsive User Interface
Service Catalog
•Example: Enabling Cost Items in a Business Object
Social Board
•Creating a Record from the Social Board
•Adding the Social Board to a Role
Styles
•Example: Showing Fields in Different Colors Based on Value
•Example: Using the SelectorFormat Property to Change a Style on Hover
User Configurations
•Example: Giving Service Desk Analysts Access to Assigned Incidents
•Example: Giving a Service Desk Manager Access to Incidents for an Organizational Unit
•Example: Giving a Service Desk Analyst Access to Incidents Assigned to an Organizational Unit
•Example: Giving Users in the Self-Service Portal Access to Submitted Incidents
•Submitting a Service Request on Behalf of a Customer
Workflows
•Example: Defining an Approval Block for the Service Request Business Object
•Example: Using Task Status with the WaitForChild Workflow Block
•Troubleshooting the WaitForChild Workflow Block
•Example: Canceling a Workflow that is Awaiting Approval
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