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
Filter the survey recipients
The User Selection Rules section of the survey definition record in Service Manager Survey Integration enables you to configure how often users are sent survey requests and the percentage of users that are sent a survey request. To filter the survey recipients, follow these steps:
- Open a survey definition record by creating a new survey or by searching for an existing survey.
- Scroll down to the User Selection Rules section.
- Select one or more of the following options:
Do not survey a user more than once in a survey cycle
When this option is selected, users who appear in the survey database more than once are not sent multiple survey requests.
Do not send a user a new survey for <time>
When this option is selected, you can configure a period of time in which users are not sent new survey requests.
Randomly select <percentage> % of users as survey recipients
When this option is selected, you can configure the percentage of users that are sent a survey request.
- Click Save.
Related topics
