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.
|A single word||
||Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".|
You can specify that the search results contain a specific phrase.
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.
Two or more words in the same topic
|Either word in a topic||
|Topics that do not contain a specific word or phrase||
|Topics that contain one string and do not contain another||
|A combination of search types||
- Data Policy
- Access Data Policy
- Data Policy expressions
- Data Policy and the object record
- Creating revisions
- Revert to a previous revision
- Purge revisions
- Data Policy and encryption
- Change the columns in a record list
- Create an alias for your custom CI display name field
- Define auto complete table columns
- Specify a referenced table for a field
- Specify a display field for a referenced table
Data Policy expressions
Data Policy rules apply to the GUI presentation of data. This allows some degree of data control into your system without the need to construct numerous different forms and views.
- In the Invisible or Read Only fields, you specify an expression. If this expression evaluates to true at the time the record is opened, any controls referencing the field in question are set to read-only or visible, as appropriate
- If you want only System Administrators to be able to modify the contact.name field in the contacts file, use this expression:
The record’s database dictionary record defines the fields available on a file’s Data Policy record. You cannot add new fields directly to a Data Policy record.
To see your changes to Data Policy you must restart the client by logging out of the system and logging in again.