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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- 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
Add new events
Applies to User Roles:
System Administrator
Events in Request Management send messages to designated parties (operators or groups) within the system. For example, messages indicate that someone opened a quote and start the approval process by notifying an approver.
To add a new event:
A. Set the environment record to schedule events:
- Click the following to edit the line item, order, and quote environment records.
- System Administration > Ongoing Maintenance > Environment Records > Request Management Line Item Environment.
- System Administration > Ongoing Maintenance > Environment Records > Request Management Order Environment.
System Administration > Ongoing Maintenance > Environment Records > Request Management Quote Environment.
The Request Management application environment form opens.
- For each environment record, check the Schedule Events? field to set to true.
- Click Save.
- Click OK.
B. Define the Messages/Events option for the phase.
- Click the following to edit the phase for line items, orders, and quotes.
- Request Management > Line Items > Line Item Phases.
- Request Management > Orders > Order Phases.
- Request Management > Quotes > Quote Phases.
- Click Search to open a record list.
- Edit the messages and events field.
- For line item phases: Select the Definition tab of the Controls section, and then type true in the Msg/Events field.
- For order phases: Select the Definition tab of the Controls section, and then type true in the Msg/Events field.
- For quote phases: Select the Controls, and then type true in the Messages/Events field.
- Click Save.
- Click OK.
C. Add the new event.
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Click Request Management > Maintenance > Supporting Files > Events.
A blank Request Management events form opens.
- Type the name of the Event.
- In the Area field, select from Quotes, Orders, Line Items, or All to designate the area for the event.
- Type a Description of the event.
- Continue to define the new event by completing the fields on the form. For example, type the designated operators or groups to send messages to.
- Click Add to add a new record.
To use an existing event record to create a new event:
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Click Request Management > Maintenance > Supporting Files > Events.
A blank Request Management events form opens.
- Click Search to open a record list.
- Select a record from the list to create a new event.
- Clear the Event field and type a new event name.
- Add or change information on the form to select the applicable information for the new event record.
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Click Add to add the new record.
Caution: Make sure that you do not click Save because doing so will replace the existing event with the new event you are attempting to add.
- Click OK.
Related topics
Phases
Format Control
Request Management event controls
Defining additional events