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 |
|---|---|---|
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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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How to edit categories
The Category page shows all categories.
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From the main menu, select Administration > Master Data > Categories.
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The Categories page lists all categories arranged in column format. You may search for a category by entering a text string in the search box at the top of the column.
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Select the category you want to edit.
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Click the drop-down arrow on the right of the category.
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Click Edit to edit the category.
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If required, click Deactivate to make the category inactive, or Activate to make the category active.
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Click Save.
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Click Back to return to Categories.
Note
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If you deactivate a category, this automatically also deactivates any of its subcategories. This does not affect existing records. However, while the category is inactive, a user will be unable to select it when creating a new record.
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If you activate a category, this automatically also activates any parent category it has.
Related topics
