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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- Data management
- Fields and Keys tab
- Cascade Updates
- Data Policy
- Access Data Policy
- Data Policy expressions
- Data Policy and the object record
- Creating revisions
- Revert to a previous revision
- Purge revisions
- Data Policy and encryption
- Change the encryption key value
- Change the columns in a record list
- Create an alias for your custom CI display name field
- Define auto complete table columns
- Specify a referenced table for a field
- Specify a display field for a referenced table
- Data validation
- Global lists
- Record tag localization utility
- Help systems
- Sequential number setup
- Stored queries
Data Policy
Data Policy enables System Administrators to apply default values, mandatory fields, and lookup validations to a specific table. These policies, once set, are enforced across the entire system, regardless of what form is being used to display the data.
Format Control performs many common data tailoring tasks in Service Manager, is often complex, and is applied at the form level. If overused, Format Control can affect system performance. Data Policy operates at the table level and achieves many of the same results as Format Control without the complexity and without taxing system resources.
Related topics
Environment configuration
Data Policy expressions
Data Policy and the object record
Data Policy and encryption
Access Data Policy
Change the columns in a record list
Change the encryption key value
Example: Create and manage a revision
Create a Data Policy revision
