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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Migrate the Format Control to rule sets
In Service Manager Classic, business logic is mainly configured in Format Control. Process Designer uses rule sets.
Format Control still works in Service Manager Codeless, but we suggest that you move all logic from Format Control to the workflow rule sets, as follows.
| Format Control | Rule set |
|---|---|
| Master Format Control "Add" | Object or workflow-based rule sets "On add" |
| Master Format Control "Update" | Object or workflow-based rule sets "On update" |
| Master Format Control "Display" | Object or workflow-based rule sets "On display" |
| Master Format Control "Initial" | Object or workflow-based rule sets "Initialization" |
| Master Format Control "Delete" | Object or workflow-based rule sets "On update" |
| Form level Format Control "Add" | Workflow phase-based rule sets "On Enter" |
| Form level Format Control "Update" | Workflow phase-based rule sets "On update" |
| Form level Format Control "Display" | Workflow phase-based rule sets "On display" |
| Form level Format Control "Initial" | Workflow phase-based rule sets "Initialization" |
| Form level Format Control "Delete" | Workflow phase-based rule sets "On update" |
