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
|
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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
Setting the input and output data in Task Planner
The Input and Output fields in Task Planner enable you to configure the information that is pulled from the parent record into a task record, or pushed from the task record to the parent record.
Task Planner shares the following types of information between the parent and task records:
- Values in fields in the parent record
- User options
- Additional properties
Information that is pulled into the task record from the parent record ("input") is displayed in a read-only field in the Additional Properties tab of the task record. If you configure "output" (information that is pushed from the task record to the parent record), an editable field is displayed in the Additional Properties tab of the task record. Values that you enter into this field are shared with the parent record.
To configure the input and output of planned tasks, follow these steps:
-
Open the record for which you want to plan a task.
For example, click Change Management > Change Queue, and then select a Change record from the queue. Or, click Request Fulfillment > Search Requests, enter your search criteria, and then click Search. -
Click the Tasks tab in the record, and then click Edit in the Planned Tasks pane to open Task Planner.
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Select the task for which you want to configure input or output, and then open the Input-Output tab.
Note You cannot configure the input and output of active tasks.
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To configure input, click the icon at the right of the Input field, and then select one or more values from the drop-down list. If the value that you require does not appear in the list, you must create it as an additional property. For more information about how to do this, see the "" section.
To configure output, click the icon at the right of the Output field, and then select one or more values from the drop-down list.
Note The output field supports additional properties only.
- Click Save in the toolbar to save your changes.
Related topics
Process Designer
Process Designer security model
