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
|
| A combination of search types | ( ) parentheses |
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- 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
Create a scheduled survey from menu
To create a new survey in Service Manager Survey Integration, follow these steps:
- Click Survey Management > Scheduled Surveys > Create New Survey in the system navigator to display the Create a New Survey wizard.
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If there is more than one survey connector, select an external survey connector from the list. The Connector type field is populated automatically, based on your choice of connector.
- Select the Service Manager module on which the survey will be based from the Object drop-down list.
- Enter values in the Owner Group and Name fields.
- Click Finish to display the survey definition record.
- Populate all the mandatory fields in the survey definition record to configure the survey. For more information about how to configure a survey, refer to the "Related topics" section.
- Click Save to create the survey record.
Related topics
Search for a survey
Configure the Survey Header
Configure the Survey Parameters
Configure the Survey Recipients
Configure the Survey Schedule
Create a Localized Email
Filter the Survey Recipients
