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.
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". |
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. |
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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View the details of an attachment
To view the details of the files that are attached to a record, scroll down to and expand the Attachments section of the appropriate record.
Note The number of attached files is displayed on the Attachments tab heading. This enables you to identify whether a record has attachments quickly without having to expand the Attachments section.
However, the number of attached files is not displayed if a custom dynamic view dependency is configured for the section or tab title. This is because the custom dynamic view dependency may include file count information.
If a file is attached to the record, the following information is displayed in the table in "Attachments" section:
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The name of the attached file
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The size of the attached file (in KB)
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The login name of the person who attached the file
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The date when the file was attached to the record
Attached files are displayed in the order in which they were uploaded.
Related topics
View the attachment history
Add an attachment
Delete an attachment
Open an attachment