Idea process - Business rules
In the out-of-the-box idea workflow, the following business rules apply to the indicated metaphase or phase.
Idea process - all phases
| Condition | Service Management action | |
|---|---|---|
| After change | Related proposal is changed and is not empty |
In the proposal , set Created from to Idea |
|
Review decision is changed to one of the following:
|
Send an email to the person listed in the Created by field notifying the review decision | |
| Phase Id is changed to Review | Send an email notification to the user who created the idea using the default template definition | |
| None |
Validate:
Display the idea workflow error message in case of a failure |
|
| None |
Validate:
Display the idea workflow error message in case of a failure |
|
| None |
Validate:
Display the idea workflow error message in case of a failure |
|
|
Task plan for review is rejected |
Set:
|
|
| Rendering forms | The metaphase is not Assessment |
Disable the following fields:
|
| None |
Suggested values for Business unit should be in the Organizational group type only |
|
| None |
Suggested values for Related proposal should be in the following phases:
|
|
| None | Suggested values for Target Service should be in the Operate phase only | |
| None |
Suggested values for Related change should be in the following phases:
|
Draft phase
| Event | Condition | Action |
|---|---|---|
| Entering | Created by is empty | Created by = Current user ID |
| Number of likes is empty | Number of likes = 0 | |
| Priority is empty | Priority = Medium | |
| Transitioning to the Abandon phase | None |
Validate Created By = Current user ID Display the idea workflow error message in case of a failure |
| Transitioning to the Refine phase | None |
Validate Created By = Current user ID Display the idea workflow error message in case of a failure |
Refine phase
| Event | Condition | Action |
|---|---|---|
| Entering | Created by is empty | Created by = Current user ID |
| Number of likes is empty | Number of likes = 0 | |
| Priority is empty | Priority = Medium |
Review phase
| Event | Condition | Action |
|---|---|---|
| After change |
|
Validate Review decision is empty Display the idea workflow error message in case of a failure |
| Rendering forms | None | Expand Review details |
| Review decision is not Create a proposal or Create a change |
|
|
| Review decision is Create a proposal | Disable Related change | |
| Review decision is Create a change | Disable Related proposal | |
| Entering | None | Set Review decision = Null |
| None | Set Review feedback = Null |
Refinement metaphase
| Event | Condition | Action |
|---|---|---|
| After applying changes | An idea is created | Send an email notification to the person who created the idea |
| The phase is changed to Refine | Send an email to notify related users of the new idea |
