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
Change the columns in a record list
Applies to User Roles:
To change the columns in a record list, follow these steps:
- Display any record list.
- Click More or the More Actions icon.
- Click Modify Columns to display a form that enables you to modify the columns (fields) that are displayed in the record list. Each field appears in a table row that you can edit.
- Click the column name row to select a new field from the drop-down list.
- To add a column between two existing column, insert the cursor in an existing row, and then click Insert Line. A new row appears above the current row. This creates a new column in the record list.
- To specify the field to display in a column, select it from the drop-down list in the row.
- To delete an existing column, insert the cursor by the name of the column that you want to delete, and then click Delete Line.
- To cancel your changes, click Back.
- To return to the default column settings, click Use Default.
- When you finish changing the columns, click Proceed on the Toolbar. The record list displays the new column order.
Service Manager saves the column changes as a logon preference. Your logon preferences do not affect other users.
You can also create customized views with different column ordering and save them as selectable preferences to apply as needed. For more information, see Create customized column views for record lists.
Working with record lists
Enable or disable a record list
Create customized column views for record lists
Invoke a saved column view
Delete all saved column views