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 |
|---|---|---|
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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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Add a master category
User roles:
Request Coordinator
Request Administrator
System Administrator
Categories within Request Management combine items that would normally be listed independently. Categories reduce or eliminate the need to search for items and services.
To add a master category:
- Click Request Management > Maintenance > Administration > Master Categories.
- Type the required unique Name for this master category, and then type a short Description of this catalog item (up to 30 characters). Record lists display this description and it should be meaningful for operators.
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The Availability field determines if the operator can select this category while adding a line item. If the operator needs to have this control, type true. Otherwise, the default setting is false when the field is left blank.
You can use a condition to create a more specific availability control.
Note: The variable $lo.ucapex can be used to search for operator or group capability words and determine whether this master category will be available to particular operators. It can be used in the Availability field as part of a condition, such as the following.
index(“Capability words”,$lo.ucapex)>0 - The Display Categories field determines if the operator can see the list of line item categories under this master category. If the operator needs to have this control, type true. Otherwise, the default setting is false when the field is left blank. If the field is left blank (false), the line item category record list is not displayed; instead, all parts (or line items) with a line item category matching any of this master category’s line item categories are displayed.
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The Sequence field determines the sequence to sort the list of parts for this category.
Note: You can modify the sort order within the Sequence field by selecting the category key in the model file.
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Quote categories determine which quote categories access this master category and display this line item in the catalog. Type the name of this category in the Quote Categories field. If left blank, this category will be available for all operator quote categories.
Note: You can return to the record later to add additional quote categories if you do not know the names of the categories at this time.
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Determine which order categories access this master category and display this line item in the catalog. Type the name of this category in the Order Categories field. If left blank (NULL), this category will be available for all operator order categories. The out-of-box system contains five order categories.
Note: You can return to the record later to add additional order categories, if you do not know the names of the categories at this time.
- Determine which line item categories are to be available in this master category. Type the name of this category in the Line Item Categories field. These are the smaller groupings of products and services, which organize the available pool of resources. Currently there are just over 80 default line item categories. If you leave this field blank, all the line item categories will be available to this master category.
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Click Add.
The new master category is added.
Related topics
