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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Tailor the SM Survey HTML template
User roles: System Administrator
When you manually send a survey from a record, an HTML Email template named Internal Survey Template is applied by default to generate the default subject and message body. You can tailor the content in the template or use your own template instead of this default one.
To tailor the default SM Survey template, follow these steps:
- Click Tailoring > Notifications > HTML Templates.
- Enter Internal Survey Template in the Name field, and then click Search.
- Update the survey template content based on your requirements.
- Click Save to save the updated template.
To replace the default SM Survey template, follow these steps:
- Click Tailoring > Notifications > Notifications.
- Enter Send Survey in the Name field and click Search.
- In the Arguments column corresponding to the HTMLTemplate class, replace the string "Internal Survey Template" in the jscall function with your new template name. You need to make this update in both the Message and the Email/Mail Subject Line tabs.
- Click Save to save the updated notification definition.
Related topics
Related topics
