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
Approvals tab field descriptions
The Approvals tab sets approval options and their associated notifications for the Object. Approvals are defined in the ApprovalDef file.
The field descriptions for the Approvals tab are:
Field Name | Description |
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Approval condition approval.condition |
If the approval condition evaluates to true, approvals are used on the Object's records. |
Approval location approval.location |
Indicates where the approval information is stored: record, phase, object, or category. |
Approval field name approval.field.name |
The field name that contains the actual Approval name within the table that is defined in the Approval location. |
Approval status field approval.status.field |
The field in the current record in which to store the approval status. |
Approval groups approval.groups |
Stores a variable to contain the groups the current user must belong to in order to issue approvals for this Object. |
Approval type appr.cond.type |
For a list of available approval types and their descriptions, see What is an approval type?. |
Approval notification single.notify.approval |
Select the notification to run if the request is approved. |
Denial notification single.notify.denial |
Select the notification to run if one approver denies the request. |
Retraction notification single.notify.retraction |
Select the notification to run when retracting a previous action. |
Final approval notification final.notify.approval |
Select the notification to send once the final approval is granted. |
Final denial notification final.notify.denial |
Select the notification to send when the request is denied. |
Approval FC appr.fc |
Specifies the name of the Format Control record to run upon approval. |
Approval process approval.process |
Select the Process to run when the record is approved. |
Denial process denial.process |
Select the Process that runs when the record is denied. |
Preapprove on open preapprove.cond |
Determines whether the record should be automatically approved. If the condition is true and the user belongs to one of the pending approval groups, the approval is processed automatically. If the user does not belong to one of the pending approval groups, the approval does not occur automatically and must then go through the regular approval process. Defaults to true. |
Log approvals? log.approvals |
Select this check box to log the history of approvals in the ApprovalLog table. |
Require appr. comments approval.comments |
If checked, approval comments are requested from the approver. |
Aggregate approvals? aggregate.approvals |
If checked, approvals are cumulative. |
Recalculate approvals if approval.recalc |
Specifies the conditions that determine whether or not to recalculate the conditions on the existing approvals. |
Reset approvals if approval.reset |
Determines when to delete existing approvals and recalculate all conditions. |