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 a rule set
Applies to User roles: System Administrator
Implementer
A rule set contains a list of rules that you may run against a record. Rules implement business logic to drive a workflow or a process. Rules can help perform calculations, validate fields based on data or rule sets, set required fields, and more. A rule set uses role-based security.
You can re-use rule sets in many processes when you require the same rules in many places. rule sets simplify the effort of implementing business logic. You can apply rule sets based on conditions, or configure them to run during an action. rule sets are most often associated with specific phases of a workflow.
To create a rule set, follow these steps:
- Click Tailoring > Process Designer > Rule Sets > New.
- Type a unique ID for the rule set. For example, kmdocument_draft.
Note The name must be unique within the rule sets records.
- Select Available as action if you want to offer this rule set as an action within a workflow phase. For example, Service Manager interaction with an external system.
- Type the display name for the rule set, for example, Saving a draft.
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Select the table(s) from the Table name list that you want the rule sets to apply to, for example, select kmdocument.
Note If the list is blank, the rule set can be applied to all tables.
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Click Save to add the rule set.
Note If you want to edit a Micro Focus Proprietary rule set, create a copy of the Micro Focus Proprietary rule set. To add Rules to a rule set, you must first save the rule set.
Related topics
