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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Posting
Posting is the process of copying data from a source record to a target record. The purpose of posting is to update similar fields in other records without having to open those records to modify each field.
A link record defined to support the posting process copies data from orders (source records) to quotes (target records). The Comment fields must start with the word POST.
Posting to a new Configuration Item (CI) record is done automatically for models that have a configuration file defined. Further posting of actions can occur, but requires system tailoring.
If the background posting process cannot lock records, the posting is rescheduled for a certain time in the future (for a maximum number of times). If the risk of two users accessing and modifying a record simultaneously is unacceptable, consider alternatives for posting to records that need to be locked.
The process of posting is covered in the Format Control section of the Tailoring Help. In Request Management, the master Format Control records (ocmq, ocmo, or ocml) execute first; then the category Format Control (name=phase definition’s default view). These Format Control records can call the post.fc application.
See the Tailoring Help for more information about posting and creating link records.
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