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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Add a setting within an area
Applies to User roles: System Administrator
You can add a new setting, such as record or format, in the area. A role inherits the new setting from the area when the new setting for the area is not already defined in the role. For example, this is useful when you want to have role within an area to have additional access to system data or another form.
When you add a new setting, it is only inherited when you add a new role.
To add a setting within an area, follow these steps:
- Click System Administration > Security > Areas.
- Add optional search criteria and then click Search.
- Click the area to update.
- Click More or the More Actions icon and then select Administration > Add New Setting.
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In the New Setting Info wizard, provide the following:
- Id: Uniquely identifies the setting so that it can be referenced programmatically.
- Display Label: Defines display label for the setting.
- Description: Describes the setting.
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Type: Select the type of data used by the setting to match the type of setting you are creating. For the type selections, the format of the field on the form depends on the type you select. For example, if you choose boolean, then the setting displays a check box and if you select record, the setting displays as a text field. When you select some of the types, the system prompts you for additional information. For example:
- If you select Record, you are also prompted to specify the table and field name for the record.
- If you select Manual List, you are prompted to provide a display type and a name - value pair to display in the list. The Value is the field name in the table and Display Value provides the list of items in the drop-down list for the field.
- If you select Global List, you are prompted to provide a Global List and Display Type for the Global List.
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Specify whether or not the setting is mandatory. When checked, a value is required for the setting you are adding.
- Click Next.
- In Adding Settings Validation, add an optional validation script.
- Click Finish.
Related topics
Process Designer security model
Validation script for a new setting
Add an area
Add a security role
Update a setting within an area
