This documentation supports the 9.0 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Searching for and viewing PDTs

Searching for PDTs from the Process View of the Service Catalog Manager Console works similarly to searching for SRDs on the Request Definition View of the Service Catalog Manager Console. (Select these views under Console Focus on the left navigation panel.) The Search Criteria area on the top part of the console enables you to specify search criteria. The search results table shows PDTs that match the criteria specified in the Search Criteria area and the Company selected at the top of the console. In this way, the Search Criteria area enables you to filter the PDTs that appear in the search results table. (Leaving all fields blank results in a search for all PDTs that you have permissions to view.)

From the search results, you can view the PDT and see the process components (AOTs and nested PDTs) and their flow in the Visual Process Editor.

You can also view a list of the SRDs, PDTs, and AOTs associated with a PDT, and you can determine which SRDs and PDTs it is used in.

Tip

Starting in version 8.1.01, you can also use View Relationships functionality to view SRD, AOT, and PDT relationships. See Viewing object relationships.

Note

You must have Request Catalog Manager permissions to perform the following procedures.

Searching for PDTs by using the Company field

The Company field filters the PDTs shown in the search results table, based on company. The content of this list is tenancy-driven, subject to your access to various companies. If you have permissions to view only a single company, only that company appears in the list. Selecting Global shows only the SRDs that are designated as Global. Clearing the field shows all records to which the user has access. You can also use the Search Criteria filter at the top of the console to filter which PDTs you see.

After you perform your search, the results appear in the search results table. If there are more records than the system can show in the table, use the arrow keys at the top corner of the table.

Viewing process components and flow in the Visual Process Editor

You can use the Visual Process Editor to view a PDT's process components (AOTs and nested PDTs) and their flow.

  1. From the Process View, select a PDT in the search results and click View.
  2. In the Process Definition Template form, click the Process Details tab.
    The information shown in this window is read-only if the associated SRD is deployed. If the SRD is offline or not deployed, you can modify the process objects.

Viewing a list of SRDs, AOTs, and PDTs related to a PDT

After searching for PDTs in the Process View, you can see the all AOTs, PDTs, and SRDs that are associated with a PDT. Select a PDT in the search results table, and select the Process tab or the Request Definition tab.

Process tab — related AOTs and PDTs


Request Definition tab — related SRDs

Checking the use of a PDT by other PDTs or SRDs

  1. From the Process View, select a PDT in the search results and click View.
  2. In the Process Definition Template form, click the General Details tab.
  3. From the Show list in the Used By area, select Related Process Definition Templates or Related Service Request Definitions.
    The Used By table shows the title and status of the PDTs and SRDs that use this PDT.

Related topic

Viewing object relationships

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