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 status
The approval status of a quote or order is the current state of its required approvals. A record may be waiting for its items to be ordered or received, but no approvals are required for the status to change. A unique status is given to each line item within the quote or order, as well as the quote or order as a whole. Some phases require approvals, as a phase change most often involves the intervention of a decision-maker, indicating the request or order needs to be moved on to another department or area’s responsibility.
The approval status of a quote or order reflects the current condition of all subordinate approval requirements associated with the parent quote or order. Request Management includes the following default approval statuses.
Approval Status | Description |
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Approved | All of the approval requirements have been approved. |
Denied | The approval requirements have been denied. |
Pending | Active and waiting for an approval action. |
Related topics
Approvals in Request Management
Approval components
Approval files and features
Approval actions