Service Manager


How do I ...

The following topics describe specific examples on how to use Service Manager.


Logging In or Accessing Records Using URLs

Security Examples


Example: Creating a Multiple Series Chart Using Multiple Business Objects

Business Value Modeling


Limiting Attachment Size

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


Creating a Calendar


Working with Global Constants


Example: Using a Counter Name in an Initialization Rule


Dashboard Examples

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


Example: Setting an Escalation Schedule by Priority


Using Expressions in Quick Actions

Financial Management

Example: Tracking Costs for an Incident


Request Form Examples

Hours of Operation

Example: Setting Up Hours of Operation for Off Hours

Import and Export

Example: Importing Configuration Item Relationships

About the Run Program

Mapping SCCM Fields

Hierarchical XML File Examples


Adding the ESX Business Object to the CI Layout


Example: Highlighting Certain Incidents in a List

Log In

Defining the Loading Message

Logging In or Accessing Records Using URLs


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


Creating Reports and Report Templates

Viewing Reports

Related Objects

Using Related Items and Object Matching

Example: Hiding Related Items in Closed Status

Request Form Setup

Request Form Examples

Request Offerings

Example: Using a Cascading Validation List

Example: Creating Different Prices


Search Examples



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


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


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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