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 |
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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
|
| A combination of search types | ( ) parentheses |
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Change Management security profiles mappings
If you have upgraded from a previous version of Change Management, which is not Process Designer based, see the following tables for Change Management security profiles mappings.
Mapping between previous security profiles and current PD security roles
The following table lists the mapping relationship between previous Change Management security profiles and current Process Designer security roles in the Change Management module.
| Change profile | Security role |
|---|---|
| DEFAULT | default |
| SD agent/manager | change requestor |
| change analyst change | change owner |
| change analyst tasks | change owner |
| change approver | change advisory board (CAB) |
| change coordinator change | change coordinator |
| change coordinator tasks | change coordinator |
| change manager | change manager |
| emergency group | emergency CAB |
| Initiator | change requestor |
| problem manager | change requestor |
| Sysadmin | system administrator |
In many cases, change profile rights used in versions earlier than 9.40 have been merged into much fewer security rights. For example, the Expert right represents several change profile rights. The Process Designer Change Management workflows reference security roles; after upgrade security roles that were converted from change profiles are used if they exist with the same name. If a workflow uses a security role that was not converted from a change profile, the system assigns default rights to the security role. It is important to inspect the security roles and modify them as appropriate for use in any of the Process Designer workflows.
Field mapping between security profiles settings and PD security rights/settings
The following table outlines the field mapping between legacy change profile settings and the current Process Designer security role rights and settings.
|
Change profile settings field names |
Security roles settings field names |
|---|---|
|
Copy and open |
New |
|
New |
|
|
Open |
|
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Alternate views |
View |
|
Can count records |
|
|
Can notify |
|
|
Clear |
|
|
fill |
|
|
find |
|
|
irquery |
|
|
Show parent |
|
|
Tasks |
|
|
View |
|
|
Alerts |
Expert |
|
apprdism |
|
|
Can mass approve |
|
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Complex Mass Update |
|
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Duplicates |
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Expert Search |
|
|
List Pages |
|
|
Template Mass Update |
|
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Update when closed |
|
|
Change category |
Admin |
|
Change phase |
|
|
Can override approvals |
|
|
Allowed categories |
Allowed categories |
|
Allowed status |
Allowed Status |
|
Append Query |
Append Query |
|
Approval Groups |
approver.of in $G.myGroups |
|
Area |
Area |
|
Can access approvals |
Can Approve |
|
Can Delegate Approvals |
Can Delegate Approvals |
|
Change Manage Format |
Change Manage Format |
|
Close |
Delete/Close |
|
Default Change Category |
Default Category |
|
Default Task Category |
Default Task Category |
|
Inefficient Query |
Allow Inefficient Query |
|
Initial Change View |
Initial Change View |
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Initial Format |
Initial Format |
|
Initial Task View |
Initial Task View |
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Manager Group |
member.of in $G.myGroups |
|
Modify Template |
Modify Template |
|
Name |
Role |
|
QBE Format |
List Format |
|
Reopen |
Reopen |
|
Skip Warning |
Skip Inefficient Query Warning |
|
Task Manage Format |
Task Manage Format |
|
Update |
Update |
