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.
Search for | Example | Results |
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A single word | cat
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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. |
Search for | Operator | Example |
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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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- Field help editor
- Creating field help
- Preparing to create field help
- Access the help table
- Access field help from the System Navigator
- Determine the fields that a form contains
- Determine the fields that a table contains
- Determine whether help exists for a field
- How does Service Manager determine which help record to display?
- Add or edit help records
- Review field help records
Creating field help
When creating field help, keep in mind that the forms you see as you step through a process may not be the ones the user sees. What you are looking at is, most likely, not the only place the field is displayed.
- The forms displayed vary with the choices the user makes.
- The fields displayed on the forms vary with the choices the user makes and with his permissions.
- The use of the field varies depending on user permissions and where the field is being displayed. (For example, if data gets entered into read-only fields.)
When creating field help, you may need to do any of these tasks:
- Access the help table.
- Add or edit field help records.
- Run a query against the help table.
- Export a batch of existing field help records and edit them.
- Import a batch of new or edited field help records.
- Perform a mass update on a list of help records.
- Unload a batch of field help records from your local machine and load them into the development machine.
- Review new or updated field help records.
Related concepts
Preparing to create field help
Field help editor
How does Service Manager determine which help record to display?
Online Help system
Related tasks
Add or edit help records
Access the help table
Review field help records