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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- Adding a rule
- Add a Launch a URL rule
- Add a Run a Macro rule
- Add a Call a Process rule
- Add a Case Exchange rule
- Add a Run a Wizard rule
- Add a Clear Fields rule
- Add a JavaScript Validation rule
- Add a Run JavaScript rule
- Add a Set Mandatory Fields rule
- Add a Set Mandatory Variables rule
- Add a Send Notifications rule
- Add a Launch a Script rule
- Add a Send HTML Email rule
- Add a Start or Stop Clock rule
- Add a Set Field rule
- Add a Set Field from Number rule
- Add a Validate Date rule
- Add a Validate against List rule
- Add a Validate against Table rule
- Add a Validate Text/Number rule
- Add a Popup Message Box rule
- Add an Assignment rule
- Add a Run Action rule
- Add a Run Scheduled Action rule
- Group rules
Group rules
Applies to User roles: System Administrator
Implementer
You can group multiple rules into a rule group with an overall condition. The system runs all the rules in the rule group if the condition matches.
To group rules, follow these steps:
- Click Tailoring > Process Designer.
- Click Rule Sets > Search to open the Rule Set form.
- Select the rule set to which you want to add a group, and then click Add Group.
- Type a rule group name. For example, kmrules.
-
Click Edit to add a condition.
Note If you do not enter a condition, it will default to Always
- Click OK to add the group name.
- Highlight the group by selecting it.
- Click Add Rule.
- Select a rule.
- Type the attributes in the Rule form.
- Repeat steps 8 to 11 if you want to add more rules.
- Click OKto create the rule group.
Note You can add one or more rule groups within another rule group.
Related topics
