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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Single-record functions
Single-record functions include adding, updating, deleting, and printing individual records within a database.
Add a record
Applies to User roles: System Administrator
Example: Add a record for the new contact, Bob Hoskins, to the contacts file.
To add a contact:
- Open a form in Database Manager.
For this example, open the
contacts
form. - Select the contacts file from the record list, and then click Search.
- Enter the required values in the Business Information section of the Business tab, and other values as needed.
For this example, enter:
Field Record value Contact Name HOSKINS,BOB Company Advantage - Click Add..
Database Manager adds the record, retains the input from the screen displayed and responds with the following message: “Contact Information record added.”
Clear an initial record
Applies to User roles: System Administrator
If you need to redo an incorrect record or need otherwise to clear all data from an initial record form, you can remove this data quickly and completely using the Clear command.
To clear all data from an initial screen:
- Open the form in Database Manager.
For this example, open the
contacts
form. - Select the record from the record list.
- Open the More Actions menu.
- Select Clear.
Delete a record
Applies to User roles: System Administrator
Example: Delete the contact record you added for Richard Butler.
To delete a record:
- Open a form in Database Manager. In this example, open the =contacts form.
- Search for the existing record by entering BUTLER, RICHARD in the Contact Name field and clicking Search.
-
Click Delete.
Confirm the action at the prompt.
- Click Yes to continue with the record deletion. If successful, the following message displays: Contact Information record deleted.
Duplicate an existing record
Applies to User roles: System Administrator
Example: Add a new record to the contacts table that is a near duplicate of an existing record. For this example, all information except the Primary Configuration item (CI) and Contact Name will be the same.
To duplicate an existing record:
- Open the form in Database Manager.
For this example, open the
contacts
form. -
Select the contacts file from the record list.
A blank contacts record opens.
- Click Search.
- Select CHAN, TERESA from the returned list.
- Select the Business tab.
-
Type a new name in the Contact Name field.
For this example, type BUTLER, RICHARD.
- Enter a new Primary Configuration Item for this record.
-
Delete the Employee ID.
Add your own at this point, or leave this field blank.
- Click Add.
Database Manager adds the record, retains the input from the screen displayed and responds with the following message: Contact Information record added.
Print a record
Applies to User roles: System Administrator
Example: Printing an existing contacts record for Richard Butler.
To print a record:
- Open the contacts form in Database Manager.
- Select the contacts file from the record list, and then press Enter. A blank contacts file opens.
- Click Search.
- Select Richard Butler from the returned list.
Search for newly added records
Applies to User Roles:
System Administrator
To search for newly added records:
- Click Tailoring > Database Manager.
- Place the cursor in the Table field, and then click Search.
- Click the Last Updated column header to sort the table of records returned by date and time.
Update an existing record
Applies to User roles: System Administrator
Example: Update the existing contacts record for Teresa Chan, whose primary Configuration Item (CI) has an identification number of 167, and change the value to adv-nam-desk-267.
In this example, we use the contacts form to change the identification number of the Teresa Chan's primary CI, from adv-nam-desk-167 to adv-nam-desk-267.
Note: Audit Specification Records must be defined for Configuration Items prior to modifying.
To update an existing record:
- Click Tailoring > Database Manager.
- Type
=contacts
in the Form field, and then click Search. - On the Contact Information form, place the cursor in the Contact Name field, and then click Search.
- Select CHAN, TERESA from the record list returned and select the Business tab.
- In the Primary Configuration Item field, type
adv-nam-desk-267
to replace the current value. - Click Save.
View a single record using an alternate form
Applies to User Roles:
System Administrator
To view a record using predefined alternate form:
- From a detail record click the More Actions menu.
- Select Alternate Forms.
- Select a form to use to display the record.
Note: This option will be available only when there are additional forms specified for the record on the formatcontrol and the condition(s) specified is met.
Related topics
Determining System Navigator menu options
Multiple-record functions