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 |
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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". |
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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 |
|---|---|---|
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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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Import Data file format
When importing data using the Import Data tab, the imported data must be in CSV format.
Click here to view a spreadsheet with sample CSV files for a series of records. The files should be imported sequentially according to their number.
Note The CSV format must use UTF-8 encoding to retain special characters such as language accents. For more information, see How to create a CSV file with UTF-8 encoding from an Excel file.
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The file must include the fields marked as Required in the Administration > Configuration > Records > Fields tab for the selected record type, with the exception of fields that are auto-populated by the system (such as the Create time field).
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You may select any additional fields to include in the file as necessary for each record.
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The imported records must adhere to any restrictions defined in the workflow and the business rules for that record.
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For more information about the fields of a specific record type, refer to the section of the documentation for that record type.
The files should be imported in a logical order, based on the dependencies between the record types. If a record file includes a field that references a related record, the file for the related record type should be imported first. For example, the device record file may include the OwnedByPerson field, which includes data contained in the contact record file. If the contact record file is not imported first, the device import may fail.
Note When selecting the field and attribute used to reference a related record, it is recommended to use an attribute with a unique value. For example, OwnedByPerson.Upn could be used to reference the unique identifier of the owner.
Tip
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When importing user or contact records, do not set a value for the following fields:
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IsMaaSUser
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IsSystem
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HasAuthorizationRecord
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IsExternal
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IsSystemIntegration
Default values are automatically assigned.
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For the Record category record type, multiple files are needed, one for each level included in the record.
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When entering data for a locale field, use the code for the relevant locale.
For more information on the specific fields for each of the records in this example, see:
Related topics
