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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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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Forms
The Forms tab, which includes the Form Editor, enables you to view and edit the forms for a record.
To access the Forms tab, from the main menu, select Administration > Configuration > Records > Forms.
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The tab displays the forms for the record type selected in the drop-down list at the top of the page.
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If the record has more than one form, you may select the form you want to view or edit, using the drop-down list at the top of the Forms tab.
For example, if you select the record type Change, the forms available include the Full Change, New Change, and Preview Change forms.
When you select part of a form, its properties appear in the right pane.
Related topics
