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)
Switch to a desired time slot
You can display the calendar in one of these time range views: Day, Week, and Month.
Tip In the full calendar, in addition to the steps below, you can directly select a year, month, and date in the Date Picker panel. See Select a year, month, or date from the date picker (full calendar only).
To switch the calendar to a desired time slot, follow these steps:
-
Click Day, Week, or Month to select a time range view as needed.
The full calendar is displayed in the Week view by default, while the embedded calendar is initially displayed in the Default View defined in the Embedded Calendar Configuration. The full calendar displays a view based on today's date, while the embedded calendar displays data based on the Field for Initial Date value of the current record. See Embedded Calendar Configuration.
- Click the left or right arrow button next to the Day and Month buttons respectively to switch to the desired time slot.
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
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
Manage favorites (full calendar only)