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 |
|---|---|---|
|
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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- Process Designer
Process Designer workflows
A workflow is a collection of phases with transitions from one phase to another. Each phase represents the state of the workflow linked to a form for data capture. Transitions can connect phases in any manner such as creating parallel branches or loop backs to previous branches.
A workflow enables an implementer to graphically layout the entire lifecycle of a process or record without any programming knowledge. The end user of the workflow views the same graphical workflow to see the current phase and past transitions.
Before you create a new workflow, you must add rules and rule sets to the phases and transitions of your intended workflow.
Related topics
Workflow phases
Workflow transitions
Create a manual workflow transition
Create an automatic workflow transition
Create a default workflow transition
Add a phase
