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Device process - Business rules

The device workflow relies on a few simple 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.

All processes

In the out-of-the-box device workflow, the rules detailed for each of the following events apply to all processes.

ClosedBefore change
Condition Service Management actions
If InitialPhase is empty Set InitialPhase to In use
ClosedAfter change
Condition Service Management actions
None

Set Display label to the first (in order listed) of the following which is not blank:

  • Host name

  • Primary DNS name

  • Asset tag

  • Barcode

  • BIOS asset tag

  • Global ID

  • BIOS UUID

  • Subtype

If Reserved is empty or not true Reserved = false
If Missing is true

  • Add comment to record that the device is missing

  • Send email to Owner that the device is missing
If Phase ID is In Stock and Stockroom entry date has not been set Set Stockroom entry date to now
If Phase ID is not In Stock Set Stockroom entry date to null
If Located in stock is not empty Set Location to Located in stock
If Subtype is changed Set Asset model to null
If Subtype is empty, and Asset model is not empty Set Subtype to its asset model's device subtype
If Default warranty contract is changed

Set Warranty end date to the first (in order listed) of the following which is not blank:

  • Default warranty contract end date

  • Warranty end date

If Default maintenance contract is changed

Set Maintenance end date to the first (in order listed) of the following which is not blank:

  • Default maintenance contract end date

  • Maintenance end date

If Cost center is empty, Owner is changed, and the device owner has a cost center Set Cost center to the Cost center of the device owner
If Cost type is empty, Asset model is changed, and the asset model has a cost type Set Cost type to the Cost type of the asset model
If Model is changed, Total amount of the asset model is not empty, and Total amount is empty Set Currency to the Currency of the asset model
If Model is changed, Brand of the asset model is not empty, and Brand is empty Set Brand to the Brand of the asset model
If Model is changed, Total amount of the asset model is not empty, and Total amount is empty Set Total amount to the Total amount of the asset model
ClosedRendering
Condition Service Management actions
None Display label = read-only
If Virtual device is true

  • Resale section = hidden

  • Fixed assets section = hidden
If Phase ID is not In Stock

  • Stockroom entry date = hidden

  • Reserved = hidden

  • Stockroom = hidden
If Phase ID is not End, or Close code is not Retired

  • Retirement date = hidden

  • Retirement reason = hidden
If Located in stock is not null Location = read-only
If Subtype is empty

Show Asset model list with filter:

  • Is category = false

  • Phase = active

  • Asset type = Device
If Acquisition type is Rental or Lease or Loan

  • Total amount = hidden

  • Currency = hidden

  • Tax rate = hidden

  • Payment terms = hidden

  • Payment date = hidden

  • External PO Number = hidden

  • Invoice number = hidden

  • Resale section (in Finance tab) = hidden

  • Fixed assets section (in Finance tab) = hidden
If Subtype is not empty

  • Show Asset model list with filter:

    • Is category = false

    • Phase = active

    • Asset type = Device

    • Asset model subtype = Subtype
None

  • Show Default warranty contract list with filter:

    • Contract type = Warranty

    • Contract = Contract that covers this device

  • Show Default maintenance contract list with filter:

    • Contract type = Maintenance

    • Contract = Contract that covers this device
If Virtual device = true Acquisition = hidden
None Show only active cost centers in the Cost center drop-down list
None Show only active cost types in the Cost type drop-down list

Metaphases and phases

In the out-of-the-box device workflow, the following rules apply to the indicated metaphase or phase.

ClosedUnavailable metaphase
Event Condition Service Management action
Rendering None Close code = hidden
ClosedNew phase
Event Condition Service Management action
After change If OS name is empty OS name = OS type
After change If InitialPhase = In stock Stockroom = mandatory
ClosedAvailable metaphase
Event Condition Service Management action
Rendering None Close code = hidden
ClosedIn stock phase
Event Condition Service Management action
Entering None Delete all relationships of user list
After change None Stockroom = mandatory
Rendering None Expand Details section
Leaving None

  • Stockroom = null

  • Location = null
ClosedIn use metaphase
Event Condition Service Management action
Rendering None Close code = hidden
ClosedIn use phase
Event Condition Service Management actions
After change None Reserved = false
If First installation date is empty First installation date = now
Rendering If Managed externally = true

Set these fields to be read-only:

  • BIOS asset tag

  • BIOS serial number

  • BIOS UUID

  • BIOS version

  • Default gateway IP address

  • Domain name

  • Global ID

  • Host name

  • Inventoried manufacturer

  • Inventoried model

  • Memory size

  • NetBIOS name

  • OS description

  • OS name

  • OS type

  • OS version

  • Primary DNS name

  • Serial number

  • SNMP name

  • Subtype

ClosedRetire phase
Event Condition Service Management action
Rendering None Close code = hidden

ClosedEnded
Event Condition Service Management action
Entering None Remove device from IDOL index
None Delete all relationships of user list
After change None Close code = mandatory
Rendering None Expand Retirement section

ClosedCanceled
Event Condition Action
Entering None Remove device from IDOL index
Rendering None Close code = hidden

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