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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Add a profile
Applies to User Roles:
System Administrator
Request Management profiles enable administrators to selectively assign access and security to users through the interaction of user roles and profiles. You can add Request Management profiles to the out-of-box profiles.
Note: If you are not sure what information is available in the fields on the tabs you select, you can click Fill to generate a record list of possible options, and then choose one.
To add a new profile:
- Click System Administration > Ongoing Maintenance > Profiles > Request Management Profiles.
- In the Profile Name field, type the name of the new profile.
- Select the applicable rights, forms, and request options for the profile, and then click Add.
- If you do not complete all required fields, a series of screens opens. Continue to modify the record to create your new operator and group profile. After you complete each screen, click Save.
- Click OK.
- To apply this and other operator profile record group updates to the applicable group definition records, click More or the More Actions icon and select Rebuild Group.
- Click Save to save your changes.
To use an existing profile to add a new profile:
- Click System Administration > Ongoing Maintenance > Profiles > Request Management Profiles.
- Use search or advanced search to find one or more records.
- Select a profile from the list that most closely matches the profile you want to add.
- In the Profile Name field, type the name of the new profile.
- Select the applicable rights, forms, and request options for the profile.
- Continue to modify the record to create your new operator and group profile.
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Click Add.
Caution: Make sure that you do not click Save because doing so will replace the existing profile with the new profile you are attempting to add.
- Click OK.
- To apply this and other operator profile record group updates to the applicable group definition records, right-click in the form (for Windows clients only) or click More to select Rebuild Group.
- Click Save to save your changes.
We welcome your comments!
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