Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Calculated field templates
You use a calculated field template when you add a calculated field to a record type. The following templates are available:
Template | Parameters | Description |
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Field value changes count | field |
Integer. Number of times the value of the selected field changed. Note If you use this template for a calculated field, when a new record is created:
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Was record in phase | phase | Boolean. Whether the record was ever in the selected phase. |
Was field assigned with value |
field value |
Boolean. Whether the selected field was ever populated with the specified value. |
Phase duration | phase |
Total time the record was in a selected phase. Note If the record is in the selected phase more than once, the phase duration is the total accumulated time spent in the phase. |
Duration between phases |
entered/exited phase |
Total time between the following:
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Duration between events |
field to/from value |
Total time between the following:
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Calculated field example
The following example shows how to use the Duration between events template to create a calculated field that measures the time it takes to assign a change record. This is done by tracking a change to the Owner of the change record.
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From the main menu, select Administration > Configuration > Records > Fields.
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Select Change in the drop-down list at the top of the page.
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Click New calculated-field.
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Select Duration between events from the list of templates that is displayed.
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In the template:
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Click the first field.
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Select Owner from the drop-down list, and click OK.
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Click the first changed to/from.
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Select Changed to from the drop-down list, and click OK.
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Click field.
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Select Owner from the drop-down list, and click OK.
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Click changed to/from.
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Select Changed from from the drop-down list, and click OK.
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Click OK.
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Edit the Name and Multilingual label for the field as required.
Note Both the value parameters remain empty.
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- Click Create.
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