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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Task plans
A task plan is a set of tasks in a record's workflow that need to be completed before moving from one phase of the workflow to the next. A task plan might include automated tasks, manual tasks, and decisions that need to be made by the system to determine which path of the task plan to follow.
A task plan for an approval phase of a workflow is known as an approval plan. An approval plan might include approval tasks and decisions that need to be made by the system to determine which path of the approval plan to follow.
You can build task/approval plans for the following record types:
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Changes and change models
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Ideas
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Proposals
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Incidents and incident models
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Offerings and fulfillment plans
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Articles and article models
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Problems
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Releases
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Requests
For information about building a task plan, see How to build a task/approval plan.
Related topics
