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.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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. |
Search for | Operator | Example |
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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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Approval actions
Approval groups have the option to approve, deny or retract when they face an approval requirement.
Approve
Gives authority to proceed with the item or scheduled work, or to accept completed work. There are four predefined approval types.
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All must approve — All Groups/Operators defined in the Approval Definition must issue an approval before the status of the record is set to "approved." If only one or some (but not all) of the Groups/Operators issues an approval, then the status of the record is set to "pending."
Example: You have three Groups/Operators in an Approval Definition and only one Group/Operator has approved the record. The Approval Status is updated to pending. The Approval table shows one currently pending approval, one future approval, and one completed approval action.
- One must approve — The record is approved with one approval from any Group/Operator of the approving group.
- Quorum — The record is approved as soon as a majority of the approving group indicate approval.
- All must approve - immediate denial — All Groups/Operators must approve the record. The first denial causes the status to change to Deny. All approvers do not need to register their approval action. Otherwise, the record is denied when all Groups/Operators of the approving group issue a denial.
Deny
Removes authority to proceed with an item or scheduled work, and reject completed work.
Retract
Removes a previously approved or denied action. This resets the approval status to pending.
Related topics
Approvals in Request Management
Approval components
Approval files and features
Approval status
Using approvals