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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Viewing and editing graphic workflows
The default Category form displays a graphic workflow of the predefined phases associated with a category record. You can use the following techniques to view the workflow:
- Click plus sign (+) to expand the view of any multi-step phase
- Click minus sign (-) to collapse the view of any multi-step phase
- Click the phase graphic to view the phase record information, and then update and save changes to the phase record before returning to the graphic workflow view
- Click the Approval box to view the Approval Definition form if the phase requires approval
Note An Administrator can customize the category and phase definitions to fit business requirements. If you add or remove phases from the category, or make changes to any related phases, approvals, or tasks, you must save the change and navigate to the workflow view again to view. Changes to the category and phase definitions appear when you view the Workflow section after saving.
We welcome your comments!
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