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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- Roles in the operator record
Add an area
Applies to User Roles:
System Administrator
When you create an area and define the rights and settings for the area, all roles will inherit the rights and settings for the area.
To add an area, follow these steps:
- Click System Administration > Security > Areas.
- Type the name for the role.
- Click New.
- Select the module for the area.
- Type a description for the area.
- Define the rights for the area.
- Define the settings for the area.
- Click Save to add the record.
Related topics
Process Designer security model
Roles in the operator record
Add a security role
Assign a role or roles to an operator
