Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Global Workflow Menu

Global Workflow Menu provides quick access to some common Workflow functions, such as sending email notification that the user has completed a task using the current application.

The table below describes Costpoint Global Workflow Menu functions. Note that not all menu and toolbar functions are available for all features. Unavailable functions are shaded.

Menu Option Function
Workflow Select this option to perform any of the following actions:
  • Re-Send Email: Select this option to route workflow activities and messages through email.
  • Activity Instructions: Select this option to view workflow cases, labels, and values, as well as activity instructions using the Activity Instructions screen.
  • Complete Activity: Select this option to complete a workflow activity.
Attention: See Administration > Workflow > Workflow Cases > Monitor Activities and Messages in the online help for more information.