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
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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 |
|---|---|---|
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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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- Best practices for tailoring a Process Designer module
- Create a Security Module
- Configure Security Areas for the module
- Configure the Security Roles
- Assign Security Roles to an operator
- Configure the dbdict and the data policy
- Configure a Process Designer object
- Configure a workflow
- Configure rule sets and actions
- Migrate legacy code to Process Designer
Configure rule sets and actions
Rule sets enforce business logic in elements such as phases or transitions, for example checking if the user has filled in the required data or has the proper security level to perform a transition.
Actions perform a task for a phase, and refer to rule sets that are marked as "Available as Action."
