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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- Alerts, events, and messages
- Alerts
- Events
- Request Management event services
- Request Management event controls
- Request Management events table
- Defining additional events
- Process external events from SCAuto
- Events and messages
- Add new events
- Create a background event record
- Event names and definitions
- Example event string start sequences
- External event services
- Line item events
- Quote events
- Order events
- Logical actions
- Record modification classes
- Messages
Events
Events are system occurrences triggered by the creation or update of quotes, orders, and line items. The following are some examples.
- Opening a quote
- Approving a quote
- Changing the dollar amount of an order
You can use events to trigger special processing, such as alerts and messages. When these specific activities occur, Request Management sends mail messages to users, as part of the default processing. You can run other customized routines for particular events.
Several default events are included with Request Management. Others may be added, according to your business needs (for example, activities or conditions that need to be checked or unique events warranting notification).
When an Alert Condition evaluates to true, Request Management treats it as an event, and notifications are sent for this alert condition.
Related topics
Alerts, events, and messages
Request Management event controls
Events