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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Gen by items
Gen by items are those items which cause an approval to be required. These items include the following.
- Individual line items
- Part numbers
- Quotes
- Orders
Although record types listed as possible Gen by items can generate individual approval requirements, the approval requirements for the line items and part numbers are consolidated to the parent quote or order. The line items and part numbers themselves are not approved; the parent quote or order is approved.
For example, if you order a New Employee Setup package but you order the executive PC configuration instead of the standard configuration, the executive PC configuration line item is a Gen by item and causes an approval requirement.
Related topics
Approvals in Request Management
Approval components
Approval status
Approval files and features
Approval actions
