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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- Format Control
- Format Control processes
- Accessing Format Control
- Using expressions in Format Control
- Sequential numbering for Format Control
- Array maintenance
- Determine parameters without using the RAD editor
- Invoke auditing from Format Control
- Special processing considerations: Incident Management
- Special processing considerations: Change Management
- Format Control and eventout records
- Format Control error messages
- Common routines called from Format Control
Special processing considerations: Change Management
Change Management enables you to define three types of Format Control records:
- Detail
- Master
- Approval
The detail and master records execute during standard add, update, and close processing. The approval record executes during Change Management approval processing.
Change Management uses the four processing functions as follows:
- Add
Processed at open time. - Update
Processed at update time (update, reopen). - Delete
Processed at close time. - Display
Processed when an item is displayed.
The Format Control components executes after the process invokes but before the record permanently updates. For instance, the add function executes after the user clicks on the Open button in either the Request or Task structure, but before the Request/Task saves to the database. The display function executes after a record is selected from the record list but before the record opens.
You can execute both a master Format Control record and a detail Format Control record for each Request/Task process. The master Format Control record executes before the detail Format Control Record. If any of the Format Control components fail for any reason, the user always returns to the previously open screen with the appropriate error messages.
Special processing considerations: master Format Control record
Change Management supports a master Format Control record that enables you to define in one record the Format Control statements that apply to all Change Management Request Phases. The name of the master Format Control record is cm3r (cm3t for Tasks). The options on this Format Control record execute during all Request/Task processing (including background processing) except approval processing. The master format control record processes before the detail Format Control record.
Special processing considerations: detail Format Control record
To enforce processing rules that are unique to a Phase, define a format control record that is the same name as the default View of that Phase. The add, update, delete, and display features process just as they are with detail Format Control definitions.
Special processing considerations: approval Format Control record
The Change Management approval process checks for a Format Control record that associates with the approvals view of the Phase.
- The add features are processed when a Request is approved.
- The update features are processed when a Request is disapproved.
- The delete features are processed when a Request is unapproved.
The master Format Control record does not execute during approval processing.
Related concepts
Format Control
Special processing considerations: Incident Management
