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
|
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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| 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
|
| A combination of search types | ( ) parentheses |
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View a workflow in Workflow Viewer
Applies to User Roles:
System Administrator
Implementer
The Workflow Viewer enables you to view a graphical layout of the entire lifecycle of a process or record. The phases and transitions of the workflow are color-coded as follows.
|
Phase/transition |
Color property used |
|---|---|
|
Current phase |
Green highlight |
|
Past phase |
Green border |
|
Future phase |
Blue border |
|
Inactive phase |
Grey border |
|
Past transition |
Dotted green line |
|
Future transition |
Blue line arrow |
If a phase in a workflow contains approvals, an Approvals icon is displayed in the phase in the Workflow Viewer.
You can view information about specific parts of the workflow by hovering the mouse over that component in the Workflow Viewer. For example, hover the mouse over a transition between two phases to display the description of that transition. Or, hover the mouse over the Approvals icon to display the approval definition list (in future phases), the approvals information in the Approval table (in the current phase), or the approval history (in past phases).
To view a workflow, open a record, and then click the Workflow tab.
Note In order to view a workflow in the Workflow Viewer, you must integrate a Workflow widget into any form that is associated with a Process Designer-enabled table. This is currently available for Knowledge Management (kmdocument).
The procedure to integrate the viewer into each module is very similar.
