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
|
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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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 | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Survey user tasks
- Create a scheduled survey from menu
- Search for a scheduled survey
- Configure the survey header
- Add an activity to the survey activities log
- Configure the survey scheduling rules
- Filter the survey recipients
- Apply a data filter to the survey
- Create an additional filter
- Configure the survey recipients
- Configure the survey email settings
- Create a localized email
- Configure the survey parameters
- View the survey workflow
- View the survey history
Configure the survey scheduling rules
The Scheduling Rules section of the survey definition record in Service Manager Survey Integration enables you to configure the duration of the survey and how often survey requests are sent out.
- Open a survey definition record by creating a new survey or by searching for an existing survey.
- Scroll down to the Scheduling Rules section.
- Select the interval at which survey requests are sent from the Send Interval drop-down list.
Note Survey Administrators can configure the options that appear in the Sending Interval drop-down list by modifying the SurveySendInterval types in the Code table. The value is in seconds.
- Enter the survey start date in the Active From field.
Note This date cannot be in the past.
- Enter the survey end date in the To field, and then click Save.
Note This date must be later than the date in the Active From field.
To configure a survey that runs one time only, follow these steps:
-
In the Scheduling Rules section of a survey definition record, set the Send Internal field to Every hour.
-
Set the Active From field to the start time that you require.
-
Set the To field to a time that is 10 minutes later than the time that you entered in the Active from field.
Note If the time difference between the Active From and the To fields is less than 5 minutes, the survey may not run.
Related topics
