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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Create a predefined filter
Data filters enable you to configure which records in the database are selected to be recipients of Service Manager survey requests. Survey Administrators can create predefined filters, which are available for survey users to choose from, by creating views in Service Manager.
To create a view to use as a predefined filter, follow these steps:
- In the system navigator, click System Administration > Base System Configuration > Miscellaneous > Views/Favorites > New.
- Select an object from the Area drop-down list, and then click Next.
- Type a name in the Name field, select a view type from the View type drop-down list, and then click Next.
- Select the Selected Groups option, click to select the Survey group, and then click Next.
- Configure the parameters for the view, and then click Finish.
To ensure the survey solution can filter for records that are exclusively related to the survey data, the "@FieldName@" directive is added to the filter queries. When the query is run, the directive is replaced by the value in the specified field. For example, the following query filters for records that were closed since the last survey run:
close.time>@lastProcessingTime@
Note
- Ensure that you configure the predefined filter so that the system can process all the records within the configured send interval.
- The filter results must be ordered correctly to ensure that the required users are surveyed. This is because Survey selects records in the order in which they appear in the database after a query is run.
Related topics
