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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View the SM Survey workflows
User roles: System Administrator
SM Survey incorporates Process Designer technology. Scheduled SM surveys and SM survey templates are managed by a Process Designer workflow.
To view the workflows, follow these steps:
- Click Survey Management > Administration > Survey Workflows.
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Double-click the Survey workflow. The survey workflow is also displayed in the Workflow section of the survey definition record.
Note This workflow applies for both SM Survey and Survey Integration.
Out-of-box, the Survey workflow comprises the following three phases.
Phase Description Planning The survey manager configures survey settings such as data filters, recipients, and parameters. Survey invitations are not sent during this phase. Scheduled The survey runs for the configured period. The majority of settings are no longer editable during this phase. Retired The survey is no longer active. -
Double-click the Survey Template workflow.
Out-of-box, the Survey Template workflow comprises the following three phases.
Phase Description Draft The survey template is editable in this phase. The survey template is not yet available for user selection when users create surveys. Published The survey template is published to users. Users can select the template when creating applicable surveys. Retired The survey template is no longer active.
Related topics
Related topics
