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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Create customized column views for record lists
Applies to User roles:
All roles
To create customized column views for record lists, follow these steps:
- Click More or the More Actions icon.
- Click Modify Columns to display a form that enables you to select the columns (fields) that the record list displays.
- Modify the columns as desired. For more information about how to do this, see Change the columns in a record list.
- Click More or the More Actions icon.
- Click Save as Named Grid, type a name for your new grid, and then click OK.
Note You can repeat this process for each view that you want to create.
Related topics
Record list
Working with record lists
Enable or disable a record list
Change the columns in a record list
Invoke a saved column view
Delete all saved column views
