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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Add an attachment
To add an attachment to a record, follow these steps:
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Open the record to which you want to add an attachment. To do this, select a record from the queue or search for a specific record.
Note You can also add an attachment when you create a new record.
- Scroll down to and click the Attachments tab.
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Click Add files, browse to the file or files that you want to attach to the record, and then confirm your selection. Alternatively, directly drag and drop the file or files from your local drive into the Attachments area.
A progress bar in the File Name column displays the progress of the file upload process.
Note The multiple file upload and progress bar functionality is only available in browsers that support the HTML5 File API (for example, Mozilla Firefox, Google Chrome, or Windows Internet Explorer 10).
The file is now uploaded. However, the file is not attached to the record until you click Save. To remove a file that is uploaded in error, click the X icon in the Remove column before you click Save.
Note
- The size limit for individual attachments and the space that is available for storing attachments are displayed in the upper-right corner of the Attachments section.
- If you try to attach a file that exceeds the size limit for individual attachments or the total available space, you receive an error message, and the attachment is not uploaded.
- If you try to attach a type of file that is not permitted (for example, an .exe file), you receive a message that prompts you to remove the attachment. If you do not remove the attachment, it is removed automatically when you click Save.
- Special characters :;/"<>*?\| contained in a filename are changed to %27 once the file is uploaded.
- There is no limit to the number of files that you can attach to a record, provided that they do not exceed the size limit. However, we recommend that you do not attach more than 20 files to a single record.
- If you refresh the browser or click certain comfill buttons that refresh the browser before the file upload process is complete, the file is not uploaded.
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Whether you can attach a file with a duplicated name against the attachment list depends on the setting of the preventDuplicatedAttachmentName parameter.
- Click Save.
View the attachment history
Delete an attachment
Open an attachment
