Search, filters, lists, forms, and guides

An overview of the additional elements in the SRM interface that help you find items, view available forms and lists, and follow set up processes.

Table List view

View services, alerts, and incidents as a list.

• Search using the header text box.
• Order items using the list columns.
• Filter list results using the list columns.
  Note:

  View the active filters using the filter icon in the list view header.

Each view contains its own unique items. See those pages for details.

Figure 1. View example

Form view

When you open any of the table records from the list view, you see the details of the record as a form.

Each view contains its own unique items. See those pages for details.

Note:

Grayed out fields cannot be changed.

The Attachments panel is often visible by default, to hide it select the Attachment icon .

Setup checklists

Use the setup checklists to visualize the process that you go through to reach your goals. Each step is highlighted as you complete it.

Figure 2. Service setup checklist example