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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- Working with the calendar
- Launch the calendar
- Understand the calendar data
- Switch to a desired time slot
- Select a year, month, or date from the date picker (full calendar only)
- Collapse and expand panels (full calendar only)
- View tooltip information
- View time conflicts and custom messages
- Access a record from the calendar
- Drill down to the Day view
- Select the objects (full calendar only)
- Create a filter (full calendar only)
- Clear the current filter
- Manage favorites (full calendar only)
Manage favorites (full calendar only)
Once you have created a filter, you can save the filtered data view as a favorite for reuse. The Manage Favorites feature enables you to add, update, delete, and open favorites.
Note To add, delete, or update a public favorite, you need the following security rights respectively, which are defined in the Calendar Administration security area (see Calendar security area and role):
- Add Public Favorite
- Delete Public Favorite
- Update Public Favorite
To add a favorite, follow these steps:
- Open the calendar, and create a filter. For details, see Create a filter (full calendar only).
- Click Manage Favorites > Add.
-
Enter a name and description for the favorite, and select Public to make it public or leave Public unselected to make it private.
Note A public favorite is accessible to all calendar users, while a private one is accessible only to the user who created it.
- Click Save.
To update a favorite, follow these steps:
-
Click Select Favorite, and then select a favorite from the list.
Alternatively, click Manage Favorites > Organize, click the Refresh button, select a favorite, and then click the Open button.
The calendar switches to the data view of the favorite.
- On the filter panel, update the filter as needed. For example, add or delete filter fields/groups or update filter field values. For details, see Create a filter (full calendar only).
- Click Manager Favorites > Update.
- Optionally, update the name, description, and privacy setting.
- Click Save. The favorite is updated.
To delete a favorite, follow these steps:
- Click Manage Favorites > Organize.
-
Click Refresh to refresh the favorite list.
A refresh is needed in case other users create or update public filters while you are working with the calendar.
- Select a favorite, and click the Delete button.
- Click Yes to confirm the deletion. The favorite is deleted.
Related topics
Calendar Administration
Full calendar and embedded calendar
Calendar security area and role
Release Control Calendar
Working with the calendar
Launch the calendar
Understand the calendar data
Switch to a desired time slot
Select a year, month, or date from the date picker (full calendar only)
Collapse and expand panels (full calendar only)
View tooltip information
View time conflicts and custom messages
Access a record from the calendar
Select the objects (full calendar only)
Drill down to the Day view
Create a filter (full calendar only)
Clear the current filter