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Infor Knowledge Base (KB) and Documentation Search Tips and Tricks

Troubleshooting Infor/Lawson issues can be tricky at times due to the scarcity of resources online. Finding an Infor specific solution through a standard Google search is usually fruitless. In these cases, the absolute best help usually comes from an Infor Knowledge Base (KB) article or actual Infor documentation as the instructions there are coming straight from the horse’s mouth.

Unfortunately, it can be quite tricky to use the search to find what you are looking for. Even when I know exactly what I’m looking for, I have seen the search results display wildly irrelevant articles. Even when I type the exact title of the KB article, the results sometimes do not show it.

Here are some tips and tricks to help you search through Infor’s Knowledge Base (Full article: KB 1182904)

  1. Do you know the ID Number?
    If you have the incident number, KB article ID, or Documentation topic ID on hand, there is no need to mess with search terms at all. Simply search the number and just the number itself to find your article.

    YES
    NO

  2. Try to favor Singular words over Plural in the Search Phrase
    Infor recommends using singular words in your search phrase for better search results.
  3. Using Wildcards in the Search Phrase
    There are two wildcard characters (* and ?) available to use in the search phrase to expand your results. Wildcard characters serve to complete a word when you are not sure of the entire word. Wildcard characters apply to single words and not the entire phrase.

    Asterisk (*): Adding this to a word will add zero or more characters to the word to look for all words that include the characters provided. For example, searching for term “account*” will return results that start with account but can end with any number of letters after account. Words such as accounts, accounting, accounted would all be included in the search results.

    Question mark (?): Adding this to a word will add one character to the word to look for all words that include the characters provided. For example, searching for term “?ate” will return results that end in ate but can start with any one letter. Words such as late, date, rate, gate would all be included in the search results. If it was an asterisk instead (*ate), words such as elucidate, satiate, plate would also be included.

    Note: if you use the * in a word in the search phrase and the search engine finds too many matches, you may get no results returned.

  4. Using Special Characters
    The only special characters that are considered by the search are:
    • slash (/)
    • dash (-)
    • underscore (_)

    All other special characters (such as !,@,#,$,&) will be replaced by a space when the search is performed. These are not searchable.

  5. Types of Searches
    If your search contains just one word, regardless of the setting of the Search Exact Phrase checkbox, an “Exact Phrase” search will be performed. Only those KB articles/Documentation topics that include the word, a form of the word, or a synonym for the word, will be included in the search result. If your search phrase is “execute”, you should expect to see KB articles/Documentation topics including: execute, executed, executing, run, runs, and running in the search result.

If your search contains more than one word and Search Exact Phrase = unchecked, an “All of the Words” search is performed. If there is at least one result that contains all of the words in the search phrase, then the results are displayed. If there are no results that contain all of the words in the search phrase, then an “Any of the Words” search will be performed and all of the KB articles/Documentation topics that contain at least one word in the search phrase will be displayed in the search result.

If your search contains more than one word and Search Exact Phrase = checked, an “Exact Phrase” search is performed. If there is at least one result that contains the exact phrase, then the results are displayed. If there are no results that contain the exact phrase, then an “All of the Words” search is performed. If there is at least one result that contains all of the words in the search phrase, then the results are displayed. If there are no results that contain all of the words in the search phrase, then an “Any of the Words” search will be performed and all of the KB articles/Documentation topics that contain at least one word in the search phrase will be displayed in the search result.

Refer to the Search Terms Match filter on the search result page to see what type of search was performed:

  1. Search Exact Phrase Checked vs Unchecked

    If Search Exact Phrase is selected:
• Automatic spell correction is not performed. The search terms are searched as-is.
• “Noise words” are not removed from the search phrase.

    If Search Exact Phrase is NOT selected:
• Automatic spell correction is performed. There will also be a “Search instead for” option to search the original phrase with no correction.
• “Noise words” are removed from the search phrase.

  • You can surround a word with double quotes (“”) to avoid auto spell correction and noise word removal.

    • The numbers zero through nine (0, 1, 2, 3, 4, 5, 6, 7, 8, 9) are also considered noise words.
  • The individual letters of the English alphabet are also considered noise words.
  1. Infor General Recommendations
  • Use the Advanced Search options on the search criteria page only if you know for certain that the search result should include results with only those criteria.
  • On the search criteria page, select multiple product lines if you are unsure where an issue might originate.
  • When conducting a search, start with a simple search phrase and if too many results are returned, try adding more words to constrain the search result.
  • On the search result page, only use the filters on the right if you are certain that the search result should be filtered by those selections. If you are uncertain, you might consider modifying your search phrase.

How to Maximize Filezilla FTP Transfer Speed

  1. First, ensure that the Transfer mode is set to Passive in FileSite Manager Transfer Settings


    Passive mode is the recommended mode for client computers behind NAT or proxy. In active mode, the client must accept connection from the FTP server. In passive mode, the client always initiates the connection.
  2. Change Maximum Simultaneous Transfers to 10 in EditSettings Transfers

    As the name suggests, this increases the number of concurrent transfers that can occur to 10.

    If these tips do not improve your Filezilla transfer speed, it is probably due to some limit on your ISP or on the server you are connecting to. Some hosts place tight restrictions on FTP speeds so it may be worth contacting your ISP.

5 ServiceNow Tips & Tricks I Wish I Knew When I Started!

  1. Performance degradation? Forms slow to load?
    Try following these steps:
    • Click the Settings Gear Icon on the top right of your ServiceNow screen, next to your name. Then, navigate to the Forms tab.


    • Changing the Related list loading from “With the Form” to “After Form Loads” for a slight improvement in performance. Changing to “On-Demand” can result in significant performance gains as this would change it so that records get loaded only upon click.

  2. Change the form view to a cleaner tabbed format versus the normal lengthy vertical layout.
    From the same Forms tab in System Settings (refer to tip #1), we can turn on Tabbed forms to change to this view.

    BEFORE:

    AFTER:

  3. Using asterisks (*) and double asterisks (**) for Reference fields.
    In ServiceNow, searching for a record in a reference field will automatically use a “STARTSWITH” query.

    This can cause some difficulties when trying to search for records.

    The solution is to use an asterisk before typing in the search term. This will change the query to a “CONTAINS” search which makes searching for records a lot easier.

    Also, you can also use double asterisks (**) to quickly return the first (up to) 15 records in the table.

  4. ServiceNow Keyboard Shortcuts.
  5. Quickly add attachments by simply dragging file to “Work notes” area.

    Attaching files by clicking the paperclip icon and then browsing for the file is a slow process. You can
    simply drag and drop the file you want to attach into the Work notes box.

Keyboard Shortcuts for Productivity – The Short List (Windows)

For those who spend a large part of their day behind a screen, keyboard shortcuts are great and the time saved by using these shortcuts definitely accrues over time. You are losing precious seconds of productivity every time you lift your hand off the keyboard to use the mouse instead. Effectively using keyboard shortcuts can cut that wasted time down.

Most of us are already familiar with the most common keyboard shorts such as cut/copy/paste/undo/redo (ctrl+x/c/v/z/y).

At one point or another, we all have probably seen some type of chart online that shows all the possible keyboard shortcuts. This list is a bit daunting to take in at once and difficult to commit to memory unless you actually sit down and make it a point to memorize all the shortcuts. Even then, I find that it quickly fades from memory if not put to regular use.

Therefore I wanted to create this short list of keyboard shortcuts that I actually use in my daily work:

  1. Windows key + Arrow direction key – Snaps app window to left/right side/corner of screen

    Examples:
    Windows key + Left arrow direction key
    – left side


    Windows key + Right arrow direction key – right side


    Windows key + Left arrow direction key then Windows key + Up arrow direction key – left upper corner

    Windows key + Left arrow direction key then Windows key + Down arrow direction key – left lower corner

    Windows key + Up arrow direction key – Maximize window
    Windows key + Down arrow direction key – Minimize window

    The most common use case for me is when I want to compare two similar files. For example, sometimes I pull up an erroring work unit log on the left side and a normal, functioning log on the right to compare the two and see where the path diverges. There are also times that I will compare an old backup file to a new modified one to visualize the changes.

  2. Windows key + E – Opens File Explorer
  3. Windows key + M – Minimizes all windows (useful for quickly accessing desktop shortcuts)
    Windows key + Shift + M – Restores all minimized windows
    Windows key + Comma – Temporarily peek at the desktop
  4. Windows key + S – Opens Windows search.
    Simply start typing the program/file name after pressing Windows key + S. Useful for opening programs/files quickly.
  5. Ctrl + Shift + V – Paste as plain text. I use this at least a couple of times a day. This is especially useful when composing emails with copied snippets from other sources.Ctrl + V:


    Ctrl + Shift + V:

Easily Create Upload Formatted Documents from Existing Spreadsheets

Often people have spreadsheets that they are using for data gathering and don’t want to change the familiar format to accommodate a Lawson Upload.  Especially when it is a multi-tab spreadsheet that data can change depending on which tab you are pulling data from. No problem. Using advanced Excel techniques can pull the information from the specified tab in a format needed for uploading.

In this example, time attributable to projects is entered on a multi-tab spreadsheet one tab per period.

As the tab changes on the Instructions tab, and after the macro finishes by clicking n the Create Upload button, the total count and amount can be validated that the process worked as expected.

Each tab can have a different order of users and/or different active projects across the top.

As the tab changes on the Instructions tab, and after the macro finishes by clicking n the Create Upload button, the total count and amount can be validated that the process worked as expected.

The macro extracts the non-zero time entries and formats the data in a way that the Upload Wizard can then load the data into Lawson.