Search for	Example	Results
A single word	`cat`	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
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Service Management

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Proposal workflow

This section describes the metaphases and subordinate phases in the life cycle of a proposal.

The proposal workflow relies on business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase. For more information about the out-of-the-box business rules defined for the proposal workflow, see Proposal process - Business rules.

Metaphase: Refinement

The first metaphase in the proposal's lifecycle, where the proposal enters into the Compose phase.

Phase	Transition	Description
Compose	Manual	Compose is the starting point for proposals. The result of the phase is the successful creation of a proposal. When the proposal is ready for review, the proposal creator can manually transition the proposal to the Review phase. If the proposal is not valid, the proposal creator can also manually transition the proposal to the Abandon phase. Next phase: Review or Abandon

Phase

Transition

Description

Compose

Manual

Compose is the starting point for proposals. The result of the phase is the successful creation of a proposal.

When the proposal is ready for review, the proposal creator can manually transition the proposal to the Review phase.
If the proposal is not valid, the proposal creator can also manually transition the proposal to the Abandon phase.

Next phase: Review or Abandon

Metaphase: Assessment

Proposal reviewer reviews and prioritizes proposals in this phase. The proposal reviewer also needs to decide how to proceed with the proposal from one of the following actions:

Approve this proposal
Reject this proposal
Transition the proposal back to the Compose phase so that the proposal creator can provide more information

Phase	Transition	Description
Review	Automatic	The proposal is automatically transitioned to the Close phase if the review decision is Reject or Approve. The proposal automatically transitioned back to the Compose phase if the review decision is Need more information. Next phase: Close or return to Compose

Phase

Transition

Description

Review

Automatic

The proposal is automatically transitioned to the Close phase if the review decision is Reject or Approve.
The proposal automatically transitioned back to the Compose phase if the review decision is Need more information.

Next phase: Close or return to Compose

Metaphase: Done (End)

The final stage in the workflow. Proposals are completed or returned to the Compose phase.

Phase	Transition	Description
Close	None	The proposal is completed. Next phase: None
Abandon	None or manual	The proposal is abandoned by the proposal creator and is inactive. The proposal creator can manually transition the proposal back to the Compose phase if the proposal creator wants to reopen the proposal. Next phase: None or return to Compose

Phase

Transition

Description

Close

None

The proposal is completed.

Next phase: None

Abandon

None or manual

The proposal is abandoned by the proposal creator and is inactive.

The proposal creator can manually transition the proposal back to the Compose phase if the proposal creator wants to reopen the proposal.

Next phase: None or return to Compose