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.
|A single word||
||Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".|
You can specify that the search results contain a specific phrase.
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.
Two or more words in the same topic
|Either word in a topic||
|Topics that do not contain a specific word or phrase||
|Topics that contain one string and do not contain another||
|A combination of search types||
- Workflow transitions
Create an automatic workflow transition
Applies to User Roles:
An automatic transition moves the workflow to another phase based on data in the workflow record.
Note You can add a condition and rule sets to the automatic transition.
To create an automatic workflow transition, follow these steps:
- Click Tailoring > Process Designer > Workflows.
- Open the applicable workflow from the Workflows list .
- Click the phase where the automatic transition will begin.
- Hover your mouse until you see a hand symbol and then drag the mouse to add another phase.
- Enter the following information.
- Click Add and then select the ID of the rule set you want to add.
- Click OK.
- Click Save.
|Transition Type||Evaluates to one of the following transition types: Manual, Automatic, or Default. Select the Automatic transition type.|
|Description||Type a description of the transition. This description is displayed when you hover the mouse over the transition in the Workflow Viewer.|
|Condition||Evaluates to a condition that you can add to the transition.|
Evaluates to the rule sets you created for the transition.
You have added an automatic transition.