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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Processes and Rules
The Processes and Rules tab enables you to edit processes, and to add and delete business rules for record types, processes, metaphases, and phases.
To access the Processes and Rules tab, from the main menu, select Administration > Configuration > Records > Processes and Rules.
The tab displays the processes and rules for the record type selected. Each record type has at least one out-of-the-box process. You can edit a process by adding or deleting phases and transitions. However the number and names of the metaphases is fixed for each record.
The tree on the left side displays the record type, its process(es), metaphases, and phases. When you select the record type at the top of the tree, the main pane displays the Rules tab for the record type. When you select processes, metaphases, and phases, the main pane displays a workflow map and the right pane displays the Rules and Properties tabs for the selected item. You can click the arrow button to toggle between hiding and displaying the workflow map.
You can also use the configuration comparison feature to compare the latest out-of-the-box processes and rules with the existing configuration on your system. For more information, see Configuration Comparison.
The processes and rules of the following record types are not customizable:
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Agreement
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Cart item
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Location
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Optimization
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Target Set
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Task
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Task delegation configuration
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Time Period
Related topics
