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
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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
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| A combination of search types | ( ) parentheses |
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Publish a survey template
User roles: Survey Administrator, Survey Manager, Survey Analytics
When you create a new survey template and save it, the template is in the Draft phase and therefore not available for selection when users create surveys. If the template is ready for use, you must publish it to make it available to users.
Note A survey template must have at least one question in it before it can be published.
To publish a survey template, follow these steps:
- Click Survey Management > Survey Templates > Search Surveys in the system navigator.
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In the search form, enter your search criteria.
You can search survey templates by Template ID, Name, Module, or Phase. You can also use advanced search.
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Click Search to directly open the survey template or open it from a list of survey templates.
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Click Publish. The template is moved to the Published phase.
If the template has no questions linked to it, an error message is displayed.
Related topics
