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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Document Engine overview
The Document Engine is a tailoring tool that includes the possibility to customize the system without the need of RAD changes. It provides a centralized method for setting privileges and behavior for standard actions, such as list, view, and search. It increases consistency across modules. The three main components of the Document Engine are Objects, States, and Processes. Processes can be reused for more modular programming and the integration is seamless, which can reduce development time.
Benefits of the Modular Approach
The advantages of the modular design include consistency in development, reduced development time, and flexibility.
Consistency
The fact that the engine allows all applications to run using the same base RAD applications brings consistency to the Service Manager application suite. Core functionality, such as locking, alerts, approvals, and use of record list functionality, will work the same for any module, as they are all using the same code base.
Reduced Development Times
The modularity of the Document Engine allows for reuse of existing code and Processes.
Flexibility
The Document Engine uses Process records as a mechanism to modify the behavior of modules inside of Service Manager applications. You can create a new Process that has a different behavior than the base system, without the need to change or remove the original Process from the system. Additionally, the system’s base Processes can be overridden with your own Processes to give greater flexibility to the system developer when tailoring Service Manager to meet an organization's specific requirements.
Accessing the Document Engine
To access the Document Engine, follow these steps:
- Start a Service Manager Client and log on as an administrator.
- In the Service Manager System Navigator, click Tailoring.
- Click Document Engine. From here, you can access the main three areas to define Objects, Processes or States. You can also set up Alerts and Approvals to be called from Objects or create Search Configuration Records, which are used by Objects.
