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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- Survey user tasks
- Create a scheduled survey from menu
- Search for a scheduled survey
- Configure the survey header
- Add an activity to the survey activities log
- Configure the survey scheduling rules
- Filter the survey recipients
- Apply a data filter to the survey
- Create an additional filter
- Configure the survey recipients
- Configure the survey email settings
- Create a localized email
- Configure the survey parameters
- View the survey workflow
- View the survey history
Search for a scheduled survey
To search for an existing survey definition record in Service Manager Survey Integration framework, follow these steps:
- In the system navigator, click Survey Management > Scheduled Surveys > Search Schedules.
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Use the search form to specify search criteria. For example, in the Current Phase field, select retired.
- Click Advanced Filter to create custom filters. To create new search criteria, follow these steps:
- Click Add New Filter Criteria.
- Populate all the fields as required, and then click Next to add the criterion to the Conditions list.
- Click Add New Compound to add a compound rule to a filter that has more than one criterion.
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Click Search to display the list of records that match your search criteria.
Note If Service Manager generates a message that states no records were found, you can broaden the search by eliminating some search parameters.
Related topics
Create a new survey
Configure the survey parameters
Configure the survey recipients