Configuring Smart Recorder to search

In Smart Recorder, service desk agents use the @ accelerator to search for people by name. As an administrator, you can configure the search by last name and first name. You can also enable service desk agents to use the # accelerator to restrict the search by company. For more information about the CCS parameters, see Setting configuration parameters in BMC Helix ITSM.


Related topics

Smart-Recorder-overview

Search by first name and last name

By default, on mobile clients, the Smart Recorder locates customer profiles by assuming a "first name, last name" order when you enter the person's name. For example, when you start to enter @Will, the system looks for people whose first names start with "Will," such as:

  • Will Jones
  • William Johnson

You can configure BMC Helix ITSM so that the Smart Recorder searches by the customer's last name as well as the first name. In that case, when you start to enter @Will, the system looks for people with names such as:

  • Will Jones
  • William Johnson
  • John Williams
  • Tara Williamson

Note

The name search in BMC Helix ITSM displays the following behavior:

  • When you cut and paste a name starting with the last name, BMC Helix ITSM searches for the complete string, and will not return any results.
    For example, if you cut and paste Johnson William in the Smart Recorder, search will return no results because BMC Helix ITSM looks for a single string "Johnson William" instead of two strings "Johnson" and "William" and does not find any matches because names are stored in the First Name Last Name format.
  • The initial search, when you start typing the user name, returns a limited number of records. As you continue typing the name, the search is restricted to this limited search result. The search will not find any matches if the last name entered is not a subset of this search result.

Search by company

You can specify the parameter to enable the service desk agents to search for assets and people on the basis of the #company accelerator when creating tickets in Smart Recorder.

If the configuration parameter is set to True, when creating tickets in Smart Recorder the service desk agents can search for assets and people on the basis of the #company accelerator. If the parameter is set to False, when creating tickets in Smart Recorder people and asset is searched in context of the company to which the logged in service desk agent has access.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*