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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
|
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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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
|
| A combination of search types | ( ) parentheses |
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Interaction Notifications
The following Interaction Notifications are present in Process Designer.
New Interaction
| Status | Open |
| Rule Set | Notification is triggered when an interaction is created |
| Recipients | Contact, Service Recipient |
| Subject | Interaction %S (Interaction number) has been created. |
| Format |
Service Manager Interaction %s (hyper link of interaction number) has been created. Details Description: Status: Sent from Service Manager. Do not reply to this email. |
Cancellation
| Status | Canceled |
| Rule Set | Notification is triggered when the status is changed to "Canceled" |
| Recipients | Contact, Service Recipient, Assignee (for complaint or compliment) |
| Subject | Interaction %S (Interaction number) has been canceled. |
| Format |
Service Manager Interaction %s (hyper link of interaction number) has been canceled. Details Description: Status: Sent from Service Manager. Do not reply to this email. |
Closure
| Status | Closed |
| Rule Set | Notification is triggered when interaction status is changed to "Closed" |
| Recipients | Contact, Service Recipient, Assignee (for complaint or compliment) |
| Subject | Interaction %S (Interaction number) has been closed. |
| Format |
Service Manager Interaction %s (hyper link of interaction number) has been closed. Details Description: Status: Sent from Service Manager. Do not reply to this email. |
Pending Approval
| Status | Pending |
| Rule Set | Notification is triggered when the approval status of a service catalog request is “pending” |
| Recipients | Approver |
| Subject | Interaction %S (Interaction number) is pending on your approval. |
| Format |
Service Manager Interaction %s (hyper link of interaction number) is pending on your approval. Details Description: Status: Sent from Service Manager. Do not reply to this email. |
Approved or Denied
| Status | Approved or denied |
| Rule Set | Notification is triggered when the approval status of a service catalog request is changed from "pending" to "approved" or "denied" |
| Recipients | Contact, Service Recipient |
| Subject | Interaction %S (Interaction number) has been %S (Approval status). |
| Format |
Service Manager Interaction %s (hyper link of interaction number) has been {$approval.status}. Details Description: Status: Sent from Service Manager. Do not reply to this email. |
