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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- Form tailoring
- What is a form?
- Form tailoring use cases
- Selecting values from options in a control
- Selecting values from options on a form
- Changing the options available based on prior user input
- Displaying related data
- Grouping related controls
- Typing text into a control
- Managing global lists
- Reducing upgrade conflicts
Reducing upgrade conflicts
The Service Managerapplication upgrade process allows you to add new features and functions to your existing system. An upgrade conflict occurs when the upgrade utility determines there are multiple versions of the same out-of-box component. For every conflict the upgrade utility identifies, you must manually reconcile between the Micro Focus-version of an out-of-box component and the customer-modified version of the same component. This reconciliation process is time-consuming and often delays the adoption of new features and functions because you cannot use the new features and functions until after you have reconciled the conflicts.
You can use the following guidelines to reduce the number of conflicts you have to resolve during an application upgrade.
- Do not directly modify the out-of-box forms. Instead, create your own copies of the forms, give them unique names (such as adding a company abbreviation to the front of each form name), and make any modifications to the copied forms.
- Do not directly modify the out-of-box scripts in the script library. Instead, create your own script library with copies of any out-of-box functions, give them unique names (such as adding a company abbreviation to the front of each script name), and make any modifications to the copied scripts.
- Keep an audit log of any changes you make to the out-of-box Document Engine components such as processes, states, and objects. You can then use your audit log to determine how to merge any changes to Document Engine components.
Making your own copies of forms and scripts prevents you from having any conflicts on these items and allows you to review any new functionality the upgrade adds without changing your existing system. For example, if you create a copy of the out-of-box form SD.open.interaction called Micro Focus.SD.open.interaction, then any upgrade to the out-of-box form does not create a conflict with your custom form. Likewise, you can compare the functionality of the new out-of-box form to your custom form and determine if it has any features or functions you want to include in your custom form.
While keeping an audit log will not prevent upgrade conflicts, it will reduce their impact if you can quickly determine what functionality your changes support and whether the Micro Focus-version of the Document Engine components also support this functionality. At a minimum, your audit log should list what Document Engine components you changed and what the out-of-box state was. You may also want to list why you changed the component or what applications, forms, workflow your change supports.
Related concepts