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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- Application setup
Views and favorites administration
A view uses a pre-defined query to display a set of records. As a system administrator, you can use Views/Favorites to create a new view, edit an existing view, or delete a view. A view includes the following elements, which can be specified or modified when the view is created or edited.
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View definition:
- View Fields - fields displayed in the view.
- Group By - how the records are grouped.
- Sort By - how the records are sorted.
- Audience specifies which users can use the view.
- Ownership specifies who is allowed to manage the view and who is allowed to manage the content displayed by the view.
System administrators access the Views/Favorites function from the System Administration menu:
System Administration > Base System Configuration > Miscellaneous > Views/Favorites