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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How to edit an approval definition
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From the main menu, select Administration > Configuration > Records.
- Select the record type in the drop-down list at the top of the page.
- Click the Approval definitions tab. The approval definitions are listed in the left pane.
- Select an existing definition. The plan is displayed on the right.
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Hover over any of the nodes and click Edit. You can edit, duplicate and delete nodes, and you can add new nodes.
For information about editing the plan, see How to build a task/approval plan.
Note Click Discard to discard changes before saving.
- Save the approval definition.
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