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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Add folder permissions to a security role
User Role: System Administrator
To add folder permissions to a security role:
- Click System Administration > Security > Roles.
- Click Search to select a security role from the record list.
- Click the security role to which you want to add folder permissions.
- Select a security area from the table in the security role details pane.
- In the Folder Rights section, click Add new folder to open the Add New Folder Rights wizard.
- Select a folder from the drop-down list, and then click Next.
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Specify the rights for the role in this folder, and then click Finish.
Related topics
Process Designer security model
Processes and Best Practices
Add security roles and settings
