Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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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 |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Use case scenarios - customizing with business rules
- Creating a record from a record: How to add a new field
- Delegating permissions for service catalog creation and editing
- Using rules to filter drop-down selection
- Using rules to concatenate multiple text into one field
- Using a rule to display only 3rd level categories
- Using rules for automatic assignment and suggestions for groups
- Using a rule to add the date and time (in a readable format) to a comment
- Using a rule to remove a value from a list
- Setting a closed record to read-only
Setting a closed record to read-only
After a record has been closed, the user should not be able to update it. You can define a business rule to prevent further updates to the record.
The following are several options for defining the rule:
Option 1
- From the main menu, select Administration > Configuration > Records > Processes and Rules.
- Select the Request record type.
- Select the Done metaphase.
- In After change, click Add, then select Simple rule.
- In Validation rules, select Validate expression.
- Click OK.
- Click expression, and enter ${current_update.PhaseId.IsChanged}.
- Click error message, and enter The record is closed and cannot be edited.
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Click Save.
In this case, the request cannot be updated after reaching the Done metaphase under any circumstances.
Option 2
- From the main menu, select Administration > Configuration > Records > Processes and Rules.
- Select the Request record type.
- Select the Done metaphase.
- In After change, click Add, then select Simple rule.
- In Validation rules, select Validate expression.
- Click OK.
- Click expression, and enter ${current_update.PhaseId.IsChanged || current_user.IsPermitted('EMS-Admin-Template(entityType=Request)')}.
- Click error message, and enter The record is closed and cannot be edited.
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Click Save.
In this case, the request cannot be updated after reaching the Done metaphase unless the current user has Admin permission.
Option 3
- From the main menu, select Administration > Configuration > Records > Processes and Rules.
- Select the Request record type.
- Select the Done metaphase.
- In After change, click Add, then select Simple rule.
- In Validation rules, select Validate expression.
- Click OK.
- Click expression, and enter ${current_update.PhaseId.IsChanged || current_user.IsPermitted('EMS-Admin-Template(entityType=Request)') || (now() - entity.CloseTime)<3600000)}.
- Click error message, and enter The record is closed and cannot be edited.
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Click Save.
In this case, the request cannot be updated after reaching the Done metaphase unless the current user has Admin permission or the request was closed within the last hour.