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 |
---|---|---|
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 |
|
|
Either word in a topic |
|
|
Topics that do not contain a specific word or phrase |
|
|
Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
A combination of search types | ( ) parentheses |
|
- Out-of-the-box business rules
- Change transition rules
- Release transition rules
- Incident transition rules
- Problem transition rules
- Idea process - Business rules
- Optimization process - Business rules
- Proposal process - Business rules
- Service definition process - Business rules
- System element process - Business rules
- Service component process - Business rules
- Fixed asset process - Business rules
- Cost center process - Business rules
- Actual service process - Business rules
- Device process - Business rules
- Asset model process - Business rules
- Infrastructure & peripheral process - Business rules
- Subscription process - Business rules
- Reservation process - Business rules
- License process - Business rules
- Contract process - Business rules
- Vendor (Company) process - Business rules
Contract process - Business rules
In the out-of-the-box Contract workflow, the following business rules apply to the indicated metaphase or phase.
Contract process - all phases
Event | Condition | Service Management action |
---|---|---|
After change | Id is not empty |
Name = mandatory |
Id is not empty | Contract number = mandatory | |
Start date is not empty, and End date is not empty | Validate: End date ≥ Start date | |
Price is not empty, and Currency is empty | Currency = US$ | |
Price is empty, and Currency is not empty | Currency = null | |
Vendor is changed | Vendor contact = null | |
|
Cost type = Cost type of the parent contract | |
|
Cost center = Cost center of the parent contract | |
Rendering forms | None |
|
Vendor is empty | Vendor contact = read-only | |
None | Show only active cost centers in the Cost center drop-down list | |
None | Show only active cost centers in the Cost type drop-down list | |
Entering | Notify before (days) is empty | Notify before (days) = 60 |
Then notify before (days) is empty | Then notify before (days) = 30 |
Draft metaphase
Event | Condition | Action |
---|---|---|
After change | None | Active = true |
Create phase
Event | Condition | Action |
---|---|---|
After change | Start date is not empty | Validate: Start date ≥ now |
Rendering | None | Close code = hidden |
Rendering | None | Close reason = hidden |
Rendering | None |
Suspended = hidden |
Review phase
Event | Condition | Action |
---|---|---|
After change | Start date is not empty | Validate: Start date ≥ now |
Rendering | None |
Close code = hidden |
Rendering | None | Close reason = hidden |
Rendering | None |
Suspended = hidden |
Sign phase
Event | Condition | Action |
---|---|---|
After change | Start date is not empty | Validate: Start date ≥ now |
Rendering | None |
Close code = hidden |
Rendering | None | Close reason = hidden |
Rendering | None | Suspended = hidden |
Active metaphase
Event | Condition | Action |
---|---|---|
After change | None | Active = true |
Execute phase
Event | Condition | Action |
---|---|---|
Rendering | Close code is ended or empty | Close reason = hidden |
After change | None |
|
|
Validate: End date ≥ now |
|
Per schedule | Notify before (days) and End date are both not empty |
|
Then notify before (days) and End date are both not empty |
|
|
End date is not empty |
|
Done metaphase
Event | Condition | Action |
---|---|---|
After change | None | Active = false |
Close phase
Event | Condition | Action |
---|---|---|
Rendering | None | Suspended = hidden |
Close code is ended or empty | Close reason = hidden | |
Entering | None | Send notification email to Administrator |
After change | None |
|
Abandon phase
Event | Condition | Action |
---|---|---|
Rendering | None |
|
Related topics