Configuring the Select Existing Utility

The Select Existing utility enables users to reuse text from existing description and status fields in action, customer support, failure analysis, project, incident and problem records. This can save time on data entry, ensure consistency and facilitate brainstorming.

When the description or status is a configurable detail field, you can choose whether the feature will be available for that particular field. You can also choose which users will be able to access the utility when it is available.

Enable the Search Feature for Selected Detail Fields

When you create or modify a description or status field in the Details page (Admin > Configure > Details), select Allow Existing Text Search to enable the feature for that field. It will be visible only to uses who have the "Details - Allow Existing Text Search" permission.

Set the User Permissions

When you create or modify a user account in the Users page (Admin > Configure > Security > Users), set the following permissions to specify whether the user can access the utility when it is available.

Permission for Any Record Type

The Details - Allow Existing Text Search permission applies for detail fields in any record type — all of the description and status fields in incidents and problems, as well as any relevant configurable details in actions, CSIs, failure analysis reports and projects.

Permissions for Specific Record Types

These permissions apply for description and status fields that are built-in for a specific record type (e.g., action descriptions, failure analysis visual inspection, etc.).

• Action - Allow Existing Text Search
• CSI - Allow Existing Text Search
• Failure Analysis - Allow Existing Text Search
• Project - Allow Existing Text Search