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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- 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
View the survey workflow
Service Manager Survey Integration incorporates Process Designer technology. To view the Survey Integration workflow, click Survey Management > Administration > Survey Workflows, and then double-click the Survey workflow. The survey workflow is also displayed in the Workflow section of the survey definition record.
To view specific information about a transition or phase in the survey workflow, click the transition or phase.
Out-of-box Survey Integration workflows comprise 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. |
Note When the date that is configured in the Active To field of the survey settings passes, the survey automatically transitions from the Scheduled phase to the Retired phase.
