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||
- Revision control
Revert to a previous revision
Applies to User Roles:
To revert to a previous revision:
- Open the form you want to use a previous version of.
- Click More or the More Actions icon.
- Click Revision.
- Click Revisions > Find Revisions.
- Click the revision you want to restore.
- Click Revert to this Revision from the More Actions menu. The system prompts you as to whether you want to save the current version of the record as a revision. It is recommended you do.
Applying customizations to the production environment
Data Policy and encryption
Create a baseline revision
Create a single revision
Search for revisions