Search, filters, lists, forms, and guides

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • An overview of the additional elements in the Service Reliability Management (SRM) interface that help you find items, view available forms and lists, and follow setup processes.

    Table List view
    View services 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. Filter icon.

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

    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 can't be changed.

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