Service Manager

How do I ...

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

Access

•Logging In or Accessing Records Using URLs

•Security Examples

Analytics

•Example: Creating a Multiple Series Chart Using Multiple Business Objects

•Business Value Modeling

Attachments

•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

Calendar

•Creating a Calendar

Constants

•Working with Global Constants

Counters

•Example: Using a Counter Name in an Initialization Rule

Dashboards

•Dashboard Examples

Development Project

•Example: Migrating Request Offering Changes

Email

•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

•Using Expressions in Quick Actions

Financial Management

•Example: Tracking Costs for an Incident

Forms

•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

Layouts

•Adding the ESX Business Object to the CI Layout

Lists

•Example: Highlighting Certain Incidents in a List

Log In

•Defining the Loading Message

•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

•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

•Search Examples

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Self Service Mobile Role

•Creating a Self Service Mobile Role

•Configuring the Self Service Mobile Portal

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