Proposal process - Business rules

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

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)`

Proposal process - all phases

Event	Condition	Service Management action
After change	Created by is changed and is not empty Owned by is empty	Owned By = Created by
	None	Validate: Review decision is empty, or Review decision is not empty and Review feedback is not empty Display the proposal workflow error message in case of a failure
	Phase Id is Review	Validate: Cost, Business value, and Risk rating are not empty Display the proposal workflow error message in case of a failure
	The metaphase is Assessment Task plan for review is rejected	Phase Id = Close Review decision = Reject Review feedback =Rejected
	None	Validate: Risk rating is empty, or Risk rating > 0 and <= 100 Display the proposal workflow error message in case of a failure
Rendering	Metaphase is not Assessment	Disable Review decision Disable Review feedback
	None	Disable Currency
	None	Suggested values for Business unit should be in the Organizational group type only
	None	Suggested values for Target Service should be in the Operate phase only
	Metaphase is not Assessment or Refinement	Disable Priority

Compose phase

Event	Condition	Action
Entering	Created by is empty	Created by = Current user ID
	Currency is empty	Set Currency to USD($)
	Created from is empty	Created from = None
	Priority is empty	Priority = Medium
Transitioning to the Review phase	None	Validate: There is no Task plan for compose, or Task plan for compose is processing Display the proposal workflow error message in case of a failure
Transitioning to the Abandon phase	None	Validate: There is no Task plan for compose, or Task plan for compose is processing Display the proposal workflow error message in case of a failure

Review phase

Event	Condition	Action
After change	Review decision is changed Task plan for review is not empty Task plan for review is running	Validate Review decision is empty Display the idea workflow error message in case of a failure
Entering	None	Review decision = empty
Entering	None	Review feedback = empty
Leaving	Phase Id is Review	Validate Review decision and Review feedback are not empty Display proposal workflow error messages in case of a failure

Connect

IT Service Management blog

Service Management Automation X Suite Community

Service Management Automation X Discussions and Q&A

Learn

Service Desk Solutions

Service Management Automation X Learn Site

Software Support Online

Software Education Services

Contact

Submit Service Request

View Service Requests