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.
"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.
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
cat ^ mouse
|A combination of search types
( ) parentheses
Create a startup menu for an operator
Applies to User Roles:
You can create a custom startup menu for an operator by using the Forms Designer. You can designate the custom startup menu as the initial starting application of a user’s operator record. When the operator logs in, Service Manager displays your custom startup menu to the operator.
To create a startup menu for an operator:
- Click Tailoring > Forms Designer.
- In the Form field, type the form name for the custom startup menu.
- In the Language field, type or select the language used to display the form. If this field is blank, the form uses the same language as Service Manager.
- Click New.
Do one of the following:
- Click Yes to create a form with the Form Wizard.
- Click No to create a form manually.
- Add the desired form components to your startup menu form.
- When your new form is complete, click OK to exit the design mode.
- Click OK again to save your new form.
- Click Tailoring > Tailoring Tools > Menus.
- In the Menu Name field, type the name of the custom startup menu in uppercase.
- In the Format field, type the name of the startup form you created in step 2.
- Add any options for the startup menu.
Menu option Purpose Option # The option number on the startup form must match the Button ID in the Forms Designer. Group Enter the security group, if any, required to access this application. Description Type a description of the menu option. This description is only visible from this form and is separate from the caption for the button you defined in the Forms Designer. Command Type an optional command line entry. Application Type the form or name of the application to run. Parameter Name Type an optional parameter to be passed to the application. Parameter Value Type the value of the passed parameter. Thread Type true if the application is to run in a separate thread. Condition
Type one of the following:
- true — makes the application available to all users.
- index("capability word",$lo.ucapex)>0 — makes the application available to users who have the capability word listed in the condition.
- Click Add.
Add an operator record
Add an operator record with the User Quick Add utility
Add an operator to a security group
Create a system default operator record
Define a startup menu for an operator
Set the dashboard home page for a user role
Define the distinguished name an operator uses to log in to an LDAP directory service
Delete an operator record
Enable an operator to see the command line
Set the maximum file attachment size for an operator
Set the time zone for an individual operator
Update an operator record
View an existing operator record