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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- Object Definition form and fields
- Object Info tab field descriptions
- Locking tab field descriptions
- Revisions tab field descriptions
- Variable and Global Lists tab field descriptions
- Activities tab field descriptions
- Alerts tab field descriptions
- Approvals tab field descriptions
- Manage Queues tab field descriptions
- Views and Templates tab field descriptions
- Notifications tab field descriptions
- Search Configuration tab field descriptions
- Defined Queries tab
- Ranges tab
Alerts tab field descriptions
The Alerts tab defines where to set alerts and the conditions for generating alerts. Any Object that has a unique key can use these alerts.
The field descriptions for the Alerts tab are:
Field Name | Description |
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Alert location alert.location |
The Alert location defines where the name of the Alert Definition to execute is found or stored. Specify where the Alert Definition is stored: Record: Store alerts in the record itself. Category: Store alerts in the category file defined on the Object Info tab. Phase: Store alerts in the Phase record defined on the Object Info tab. Object: Store alerts in the Object record. When selected an Alerts array table will be displayed to enable you to fill in alert(s) to be used. Note: The Object's table needs to have a unique key for the Alerts to relate to. A table that contains a no nulls key rather than a unique key cannot use Alerts. |
Alert condition alert.condition |
Specify a condition to determine whether or not to process the alert. For example, open in $L.file~=false. |
Alert field name alert.field.name |
Specify the field name that contains the actual alert name, as defined by Alert location. |
Alert status field alert.status.field |
Specifies the field in the current record in which to put the alert status, after the alert is processed. |
Alert update process alert.update.process |
Specifies the name of the Process record for additional functions that the system performs after the alert runs. |
Log alerts? log.alerts |
If selected, the alerts are moved after processing to the Alertlog file to keep an Alert history. |
Process alerts on parent? alerts.against.parent |
If you have selected the Locking Parent Record field on the Locking/Revisions tab and you select this check box, then the alert will register against the parent record as well, when it is activated. |
Recalculate alerts if alert.recalc |
Specifies conditions that determine whether to recalculate conditions on existing alerts. |
Reset alerts if alert.reset |
Determines when to delete existing alerts and recalculate all conditions. |