Pre-Populating Search Fields

This section lists parameters that can be appended to the base Self Service portal URLs for the purpose of pre-populating fields on search criteria pages in the Self Service Portal.

Self Service Portal Knowledge Search

The Knowledge Search page in the Self Service Portal can be pre-populated by appending parameters to the basic Knowledge Search URL:

URL: http://<server_name>/<virtual_directory>/portal.aspx&Form=KnowledgeSearchCriteria<additional parameters here>

Parameter

Description

BTN_SEARCH

&BTN_SEARCH=Search

Example 1 &BTN_SEARCH=Search

Example 2 &Type_List=501,503&BTN_SEARCH=Search

Add BTN_SEARCH=Search to the URL to automatically run the search. Users will be taken directly to the results page.

If the URL does not contain this parameter, users are taken to the search criteria page where they will need to manually select the Search button.

Example 1 opens the Knowledge Search Results page with a list of all knowledge articles published to the Portal. This is equivalent to clicking Search without having specified any search options.

Example 2 opens the Knowledge Search Results page with a list of all FAQ and Known Issue knowledge entries published to the Portal.

Type_List

&Type_List=<type_ref>,<type_ref>

  • where <type_ref> is the unique reference of the knowledge type

Example: &Type_List=501,503

Use this parameter to specify the knowledge type in the URL, such as FAQ or Call. The TYPE_LIST parameter can have multiple comma separated values.

The example URL opens the Knowledge Search criteria page with the Known Issues and FAQ checkboxes already selected.

The unique reference is found in ENTITY_TYPE.KB_BASE_TYPE in the database.

The following values are the default values for each knowledge type, these values may differ in non-standard databases:

  • 500 = Abstract

  • 502 = Call

  • 501 = FAQ

  • 503 = Known issue

  • 505 = Physical directory

  • 504 = URL / Website

KnowledgeTemplate

&KnowledgeTemplate=<kbtemplate>

  • where <kbtemplate> is the page template

&KnowledgeTemplate=FAQ

If appending BTN_Search=Search to the example URL, the search results display automatically and include all knowledge articles, not just FAQ.

To ensure articles of the correct type are returned when automating the search, include the Type_List parameter.

Use this parameter to specify a non-default template for the knowledge search criteria page. The FAQ and KnownIssues templates display the heading as FAQ or Known Issues respectively, and offer different search options.

The default knowledge search criteria template is LiteKnowledgeSearchResults.htm

The example URL opens the FAQ Knowledge Search criteria page. selecting Search on that window returns FAQ knowledge articles only.

Search criteria templates exist in the system folder on the server.

The following values can be passed to this parameter:

  • FAQ = FAQ search criteria window

  • KnownIssues = Known Issue search criteria window

Format_Template

&Format_Template=<format_file>

  • where <format_file> is the file name of the format template

&Format_Template=FormatLiteFAQ&KnowledgeTemplate=FAQ

As shown in the example, when using Format_Template, you must append a compatible KnowledgeTemplate parameter otherwise formatting issues may occur.

The default KnowledgeTemplate is not compatible with all format templates.

Use this parameter to specify a non-default template for the search results page. These templates control the format of the rows in the results.

The default knowledge results format template is FormatKnowledgeSearchLite.ifmt

The example URL displays results using the format defined for FAQs.

The templates are found in the Format folder under the system folder on the server.

Templates that ship with the application:

  • FormatLiteFAQ.ifmt

  • FormatLiteKnownIssues.ifmt

  • FormatKnowledgeSearchLiteSimple.ifmt

Search_Query

&Search_Query=<text>

  • where <text> is the text to search on

&Search_Query=broken laptop screen

Use this parameter to populate the Search Text field on the search window.

The example URL opens the knowledge search criteria window with the words “broken laptop screen” in the Search Text field.

This parameter can be blank.

All_Words

&All_Words=<Y/N>

  • where <Y/N> is the flag indicating whether to include all words or any words

&All_Words=N

Use this parameter to enable one of the Search Text options on the search window.

The default selection is All Words.

The example URL opens the knowledge search criteria window with the Any Words option selected.

Options available:

  • Y = All Words is selected

  • N = Any Words is selected

Text_Search_Type

&Text_Search_Type=<type>

  • where <type> is the type of text search to run

&Text_Search_Type=R

Use this parameter to enable one of the Search Type options on the search window.

The default selection is Exact.

The example URL opens the knowledge search criteria window with the Regular Expression option selected.

Options available:

  • X = Exact

  • S = Related

  • R = Regular Expression

Article_Ref

&Article_Ref=<number>,<number>

  • where <number> is the knowledge article number

&Article_Ref=32,17

Use this parameter to populate the Article Numbers field on the search window. This parameter can have multiple comma separated values.

Article numbers are visible on the Knowledge Details in ASM Core.

The example URL opens the knowledge search criteria window with 32,17 already entered.

Profile_Ref

&Profile_Ref=<prof_ref>

  • where <prof_ref> is the unique reference of the knowledge profile

&Profile_Ref=32

Use this parameter to populate the Profile field on the search window, which is a tiered list.

The example URL opens the Knowledge Search criteria page with the profile value Process/HR already selected, which is the NAME value for REF 32 in the database.

Knowledge Profiles are created in System Admin.

The unique reference is found in REF.KB_PROFILE in the database.

CMDB_Item_Ref

&CMDB_Item_Ref=<item_ref>

  • where <item_ref> is the unique reference of the CMDB item

&CMDB_Item_Ref=32

Use this parameter to populate the CMDB Item field on the search window.

The example URL opens the Knowledge Search criteria page with the CMDB Item Email Server already selected, which is the name value for REF 32 in the database.

CMDB Items are created in ASM Core.

The unique reference is found in ITEM_REF.AR_PRIMARY_ASSET in the database.

Ref_Composite

&Ref_Composite=<problem_type>

  • where <problem_type> is the unique reference of the Type tiered list value

&Ref_Composite=32

Use this parameter to populate the Type field on the search window, which is a tiered list.

The example URL opens the Knowledge Search criteria page with the Type value Payroll/Expenses already selected, which is the NAME value for REF 32 in the database.

Types are created in System Admin.

The unique reference is found in REF.CL_PROBLEM_TYPE in the database.

Update_Date_Day

&Update_Date_Day=<day>

  • where <day> is numerical day of the month

&Update_Date_Day=12

Use this parameter to populate the day (dd) value in the Updated Since date picker field on the search window.

The example URL opens the Knowledge Search criteria page with 12 already selected in the day (dd) portion of the Updated Since field.

Up to 2 digits are accepted.

Update_Date_Month

&Update_Date_Month=<month>

  • where <month> is numerical month

&Update_Date_Month=10

Use this parameter to populate the month (MM) value in the Updated Since date picker field on the search window.

The example URL opens the Knowledge Search criteria page with 10 already selected in the month (MM) portion of the Updated Since field.

Up to 2 digits are accepted, between 1 and 12.

Update_Date_Year

&Update_Date_Month=<year>

  • where <year> is the year

&Update_Date_Year=2016

Use this parameter to populate the year (yyyy) value in the Updated Since date picker field on the search window.

The example URL opens the Knowledge Search criteria page with 2016 already selected in the year (yyyy) portion of the Updated Since field.

Up to 4 digits are accepted, between 1900 and 3000.

Update_Date_Day, Update_Date_Year, Update_Date_Month

&Update_Date_Day=12&Update_Date_Year=2016&Update_Date_Month=10

Use these parameters in combination to populate the Updated Since field on the search window.

The example URL opens the Knowledge Search criteria page with 12/10/2016 already selected.

Knowledge_Order_By

&Knowledge_Order_By=<order>

  • where <order> is the type of sorting to apply to the search results

Example 1: &Knowledge_Order_By=_rating

When appending BTN_SEARCH=Search to the URL, some of the Sort By options will not sort the results unless additional criteria is added to the URL.

This reflects Portal Knowledge Search behavior. Refer to the examples below.

Example 2 – returns an unsorted list of all knowledge articles:

&Knowledge_Order_By=_rating&BTN_SEARCH=Search

Example 3 – returns a sorted list of knowledge articles containing the text “email”:

&Search_Query=email&Knowledge_Order_By=_rating&BTN_SEARCH=Search

Use this parameter to populate the Sort By parameter on the search window.

The default selection is Search Score (_rank).

The URL in example 1 opens the knowledge search criteria window with Rating already selected.

Options available:

  • _rank = Search Score

  • _rating = Rating

  • last_updated desc = Most Recent

  • profile_name = Profile

  • document_title asc = Title

The space in the last two options is intentional and represents descending vs ascending.

Incident Search

The Review Past/Current Incidents window can be pre-populated by appending parameters to the basic Incident search URL.

URL: http://<server_name>/<virtual_directory>/portal.aspx&Form=CallSearchCriteria<additional parameters here>

Parameter

Description

Incident_Owner

&Incident_Owner=<owner_flag>

  • where <owner_flag> represents whether to search all incidents, org incidents, or the user’s incidents only

&Incident_Owner=O

Use this parameter to pre-select one of the options of the Search within field on the search window, which is a set of radio options.

The default selection is Your Incidents.

The example URL opens the Review Past/Current Incidents criteria page with the Search Within option Your Organization’s Incidents already selected.

Options available:

  • Y = Your Incidents

  • O = Your Organization’s Incidents

  • A = All Incidents

Call_Numbers

&Call_Numbers=<number>,<number>

  • where <number> is the Incident number

&Call_Numbers=10,15

Use this parameter to populate the Incident No field on the search window. This parameter can have multiple comma separated values.

The example URL opens the Review Past/Current Incidents criteria page with values 10,15 already entered.

Incident numbers are visible on the Incident Details window in ASM Core.

Status

a&Status=<status>

  • where <status> represents whether to search all incidents, org incidents, or the user’s incidents only

&Status=1

Use this parameter to pre-select one of the options of the Incident State field on the search window, which is a set of radio options.

The default selection is Open Incidents.

The example URL opens the Review Past/Current Incidents criteria page with the Incident State value Resolved < 1 Week already selected.

Options available:

  • 0 = Open Incidents

  • 1 = Resolved < 1 Week

  • 4 = Resolved < 4 Weeks

Text_Search

&Text_Search=<text>

  • where <text> is the text to search on

&Text_Search=broken laptop screen

Use this parameter to populate the Text Search field on the search window.

The example URL opens the Review Past/Current Incidents criteria page with the words “broken laptop screen” in the Text Search field.

This parameter can be blank.

Service_Ref

&Service_Ref=<service_ref>

  • where <service_ref> is the unique reference of the Service item

&Service_Ref=22

Use this parameter to populate the Service field on the search window.

The example URL opens the Review Past/Current Incidents criteria page with the Service Consulting already selected, which is the name value for REF 22 in the database.

Services are created in ASM Core.

The unique reference is found in ITEM_REF.AR_PRIMARY_ASSET in the database.

Ref_Composite

&Ref_Composite=<ref_comp>

  • where <ref_comp> is the unique reference of the Type tiered list value

&Ref_Composite=22

Use this parameter to populate the Type field on the search window, which is a tiered list.

The example URL opens the Review Past/Current Incidents criteria page with the Type value Payroll/Expenses already selected, which is the name value for REF 22 in the database.

Types are created in System Admin.

The unique reference is found in REF.CL_PROBLEM_TYPE in the database.

Call_Priority

&Call_Priority=<priority_ref>

  • where <priority_ref> is the unique reference of the Priority value you want to select

&Call_Priority=3

Use this parameter to populate the Priority field on the search window, which is a dropdown list.

The example URL opens the Review Past/Current Incidents criteria page with the Priority High already selected, which is the name value for REF 3 in the database.

Priorities are created in System Admin.

The unique reference is found in REF.SU_CALL_PRIORITY in the database.

Date_From

&Date_From=<date>

  • where <date> is a numerical date format

&Date_From=2015-12-09

Use this parameter to populate the Logged Date From field on the search window.

The example URL opens the Review Past/Current Incidents criteria page with 2015-12-09 already entered in the Logged Date From field.

The format is YYYY-MM-DD

Date_To

&Date_To=<date>

  • where <date> is a numerical date format

&Date_To=2015-12-09

Use this parameter to populate the Logged Date To field on the search window.

The example URL opens the Review Past/Current Incidents criteria page with 2015-12-09 already entered in the Logged Date To field.

The format is YYYY-MM-DD

Request Search

The Review Past/Current Requests window can be pre-populated by appending parameters to the basic Request search URL.

URL: http://<server_name>/<virtual_directory>/Core.aspx?Lite&Form=RequestSearchCriteria <additional parameters here>

Parameter

Description

Request_Owner

&Request_Owner=<owner_flag>

  • where <owner_flag> represents whether to search all incidents, org incidents, or the user’s incidents only

&Request_Owner=O

Use this parameter to pre-select one of the options of the Search within field on the search window, which is a set of radio options.

The default selection is Your Requests.

The example URL opens the Review Past/Current Requests criteria page with the Search Within option Your Organization’s Requests already selected.

Options available:

  • Y = Your Requests

  • O = Your Organization’s Requests

  • A = All Requests

Request_Nos

&Request_Nos=<number>,<number>

  • where <number> is the Request number

&Request_Nos=10,15

Use this parameter to populate the Request No field on the search window. This parameter can have multiple comma separated values.

The example URL opens the Review Past/Current Requests criteria page with values 10,15 already entered. Running the search returns Requests 10 and 15, if they exist.

Request numbers are visible on the Request Details window in ASM Core.

Status

&Status=<status>

  • where <status> represents whether to search all requests, org requests, or the user’s requests only

&Status=1

Use this parameter to pre-select one of the options of the Request State field on the search window, which is a set of radio options.

The default selection is Open Requests.

The example URL opens the Review Past/Current Requests criteria page with the Request State value Closed < 1 Week already selected.

Options available:

  • O = Open Requests

  • 1 = Closed < 1 Week

  • 4 = Closed < 4 Weeks

  • U = Not Submitted

Browse the Service Request Catalog

The Browse the Service Request Catalog window can be pre-populated by appending parameters to the basic Service Request Catalog search URL. It is also possible to select individual Service Actions and Service Bundles, opening their submission forms.

URL: http://<server_name>/<virtual_directory>/Core.aspx?Lite&Form=ServiceCatalogSearch <additional parameters here>

Parameter

Description

&Portal_Category=<cat_t3>&Portal_Category_1=<cat_t1>&Portal_Category_2=<cat_t2>&Portal_Category_3=<cat_t3>

  • where <cat_t1> is the REF of the 1st tier category

  • where <cat_t2> is the REF of the 2nd tier category

  • where <cat_t3> is the REF of the 3rd tier category

Example:

&Portal_Category=11&Portal_Category_1=7&Portal_Category_2=11&BTN_Show_Items=Show Catalog Items

Example:

&Portal_Category=11&Portal_Category_1=11&BTN_Show_Items=Show Catalog Items

The parameter BTN_Show_Items=Show Catalog Items must be appended, otherwise the Category values are selected and visible, but no services are displayed on the screen.

Use this parameter to populate the Category field on the search window, which is a tiered drop down list.

The example URL opens the Service Request Catalog page with the Category Software/ASM already selected, and the matching results displayed. Software is REF 7, ASM is REF 11 in the database.

The Portal_Category (first one) parameter's value must match the lowest tier value included in the URL, regardless of the number of tiers included.

Categories are created in System Admin.

The unique reference is found in REF.AR_PORTAL_CATEGORY in the database.

Title

&Title=<text>

  • where <text> is the title of the Service(s) to search for

&Title=ASM app

Use this parameter to populate the untitled text box on the search window.

The example URL opens the Service Request Catalog page with the words “ASM app” in the text box, and all Services listed beneath and ready for the Search button to be manually pressed. Once the Search button is pressed the list of services will be filtered to those matching the entered text.

This parameter can be blank.

&BTN_MINI_SEARCH=Search

Add BTN_MINI_SEARCH=Search to the URL to automatically run the search and filter the Service Request Catalog by the criteria in the URL, as would selecting the Search button.

The example URL opens the Service Request Catalog page with the words “ASM app” in the text box and the Service ASM app the only one showing beneath.

&BTN_ADDTOCART<ref>=Order

  • where <ref> is the unique ref of the Service Action/Bundle to order

  • where <qty> is the quantity of this item to order

  • where <max> is the maximum number of items allowed in this order

The BTN_ADDTOCART parameter will not work for Service Actions that are configured to download objects or launch URLs.

Use this parameter to order a service, as though selecting the Order button on a Service Action/Bundle. This takes the user to the Order submission form to complete the details and submit the order.

The example URL opens the submission form for the ASM app service action, which is the service action with a REF of 7 in the database.

These parameters must be included, even if the value is set to 1:

  • Quantity#

  • MaxItems#

Service Actions/Bundles are created in ASM Core.

The unique reference is found in ITEM_REF.AR_PRIMARY_ASSET in the database.

Service Order Search

The Review Past/Current Service Orders window can be pre-populated by appending parameters to the basic Service Order search URL.

URL: http://<server_name>/<virtual_directory>/Core.aspx?Lite&Form=ServiceOrderSearchCriteria <additional parameters here>

Parameter

Description

Order_No

&Order_No=<number>,<number>

  • where <number> is the Service Order number(s) to search for

Example 1: &Order_No=10,15

Example 2: &BTN_SEARCH=Search

Use this parameter to populate the Order No field on the search window. This parameter can have multiple comma separated values.

Example 1 opens the Review Past/Current Orders page with values 10,15 already entered.

Example 2 automatically runs the search and opens the Service Order Summary window with Orders 10 and 15 listed, if they exist.

Service Order numbers are visible on the Service Order Details window in ASM Core.

Order_Status

&Order_Status=<status_ref>

  • where <status_ref> is the unique reference of the Order Status to search for

Use this parameter to populate the Order Status field on the search window.

The example URL opens the Review Past/Current Requests criteria page with values In Progress already selected, which is the name value for REF 22 in the database.

Order Statuses are created in System Admin.

The unique reference is found in REF.SU_SERVICE_TITLES in the database.

Order_State

&Order_State=<state>

  • where <state> represents whether to search Service Orders that are open, completed, or not submitted

Use this parameter to pre-select one of the options of the Request State field on the search window, which is a set of radio options.

The default selection is Open Orders.

The example URL opens the Review Past/Current Orders page with the Order State Completed < 1 Week already selected.

Options available:

  • O = Open Orders

  • 1 = Completed < 1 Week

  • 4 = Completed < 4 Weeks

  • N = Not Submitted

Service_Action_Ref

&Service_Action_Ref=<sa_ref>

  • where <sa_ref> is the unique reference of the Service Action to search on

&Service_Action_Ref=22

Use this parameter to populate the Service Action field on the search window.

The example URL opens the Review Past/Current Orders page with the Service Action Consulting already selected, which is the NAME value for REF 22 in the database.

Services Actions are created in ASM Core.

The unique reference is found in ITEM_REF.AR_PRIMARY_ASSET in the database where ENTITY_TYPE=2

Service_Bundle_Ref

&Service_Bundle_Ref=<sb_ref>

  • where <sb_ref> is the unique reference of the Service Bundle to search on

Example 1: &Service_Bundle_Ref=22

Example 2: &Service_Bundle_Ref=31&Order_State=O&BTN_SEARCH=Search

The Order_State parameter is required if automating the search for service bundles through URL

Use this parameter to populate the Service Bundle field on the search window.

Example 1 opens the Review Past/Current Orders page with the Service Bundle New Starter already selected, which is the name value for REF 22 in the database.

Example 2 opens the Service Order Summary page, listing all open service orders for New Starter bundles.

Services Bundles are created in ASM Core.

The unique reference is found in ITEM_REF.AR_PRIMARY_ASSET in the database where ENTITY_TYPE=33.

Last updated