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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Create a new document view
User role: System Administrator, KMAdmin
A document view determines how the document displays to a user. Document views are associated with document types. Each document type has a default document view, and each document type must have at least one document view associated with it.
Note In some cases, before creating a new document view you will need to add a field or fields to the database and use Forms Designer to create new forms or to update existing forms. Before beginning these procedures, you should be familiar with the information in the Database Administration and Tailoring online help modules.
To create a new document view, follow these steps:
- Click Knowledge Management > Configuration > Document Types.
- Click the document type for the document view you want to create.
- Click a document view from the list of Associated Document Views that is similar to the document view you want to create.
- Click Modify.
- Click Source in the editor to view the HTML source.
- Right-click and then click Select All.
- Right-click and then select Copy.
- Click Cancel.
- Click New for the document views of the document type for which you want to create a new view.
- Click the Source button for the editor.
- Paste the old document view into the editor.
- Click the Source button to see the view as it will display.
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Type a name for your new view in View name.
For example, if you added a field called notes to the kmdocument table in dbdict and added a Notes tab to the Error Message Cause form (kmdocument.errormsg), you can copy and paste the last two lines in the document view:
<div class="formSectionHeading">Workaround/Fix</div> *SCKM*fix*SCKM*
to make a new section Heading "Notes" that contains the new "Notes" field:<div class="formSectionHeading">Notes</div> *SCKM*notes*SCKM*
- Modify the security level for this document view.
- To insert a field in the view, position your cursor in the rich text editor window at the location where you want the field to appear on the form or select the field you are replacing and click the Insert a Field Reference icon.
- Select a new field in the Insert a Field Reference window.
- Click OK.
- You can use the formatting features of the editing tool to format the appearance of the field label and its position in the form.
- Repeat adding or modifying the fields on the document view as required.
- Click the Groups tab and select the document groups that can use this document view.
- Click OK.
- Click Save.
- Click OK.
We welcome your comments!
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