Using Record Search

often with a form, you can link your record to another record for example, you can link a configuration item to a change or problem you can also search records using a text search refer to about simple text search docid 6pfus0kk3cegpw0sg7vtm and about type ahead search docid 6pfus0kk3cegpw0sg7vtm this relationship between the two records creates a status association as well as a cross reference for example when an incident is linked to a problem, the incident status changes to waiting for resolution if unlinked, the status reverts to the previous state when the problem is closed, all linked incidents are resolved and the information is copied to the linked incidents and the affected customers are notified if there is a workaround, notification is sent to the incident owner (such as the service desk analyst), not the customers when the problem to which an incident is linked is closed, all incidents linked to the problem are changed to resolved status to link one record to another log in to open a workspace open the record you want to link for example, open a configuration item record from the ci workspace the form appears with data in the fields select a tab containing a link icon, then click the link icon the record search window appears record search window enter the search criteria field description business object the business object to find select one from the drop down list, such as incident, service agreement, or my item field optional the field to search select from the drop down list if you do not select a field, all fields within the business object are searched the available fields depend on the chosen business object operator the operator to use choose an operator from the drop down list equal to the value in field matches the value in criteria not equal to the value in field does not match the value in criteria in list the value in field contains one or more of the values in criteria not in list the value in field does not contain any of the values in criteria begin with the value in field starts with the value in criteria not begin with the value in field does not start with the value in criteria contains the value in field contains the string value in criteria does not contain the value in field does not contain the string value in criteria like (sql format) the value in field contains the string value in criteria use sql wildcards, such as %, to search not like (sql format) the value in field does not contain the string value in criteria use sql wildcards, such as %, to search is empty field does not contain any values is not empty field contains something (is not empty) full text search (only available when the value in field is full text indexed) performs a microsoft sql full text search on the value in field , using the where contains(field, text, ) syntax full text not search (only available when the value in field is full text indexed) performs a microsoft sql full text search on the value in field , using the where not contains(field, text, ) syntax criteria the value to search for a text value, enter the text for a datetime field, click the calendar picker or if the operator is equal to , enter $ to view a list of datetime functions if you have a validated field and the operator is in list , choose the options from the drop down list you can select multiple options you can also enter an expression for example, you can enter $(prompt("please select priority","priority of incidentpriority used in incident",200,400)) see about using expressions in searches and dashboards docid 33gdbnsl3hlvhnyfxodad for more information if the values for the field and the criteria fields do not have the same data type (for example, if the value for field is a boolean and the value for criteria is text), the application returns an error if you created a saved search prior to release 2014 3, and that saved search included values with different data types, you get an error if you run the saved search in release 2014 3 if this happens, contact your administrator the administrator must open the saved search and click reset default search to reset the search this button is only available to administrators reset default search button click the add icon to add another search line and enter more criteria repeat as needed to remove a search line, click the delete icon click one of the following select add the item to your record save search as default automatically load your criteria into the record search window each time this criteria appears throughout all objects reset default search remove your default criteria add create a new linked object record for example, if you are linking an incident object, then a blank incident form appears from here you can create a new incident record that is automatically linked to your parent record edit modify a selected record for example, if you have selected incident 10424, you can modify the information in this record from here (assuming you have privileges) cancel dismiss the window without linking the record click save