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
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.
Before change
Condition | Service Management actions |
---|---|
If InitialPhase is empty | Set InitialPhase to In use |
After change
Condition | Service Management actions |
---|---|
None |
Set Display label to the first (in order listed) of the following which is not blank:
|
If Reserved is empty or not true | Reserved = false |
If Missing is true |
|
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:
|
If Default maintenance contract is changed |
Set Maintenance end date to the first (in order listed) of the following which is not blank:
|
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 |
Rendering
Condition | Service Management actions |
---|---|
None | Display label = read-only |
If Virtual device is true |
|
If Phase ID is not In Stock |
|
If Phase ID is not End, or Close code is not Retired |
|
If Located in stock is not null | Location = read-only |
If Subtype is empty |
Show Asset model list with filter:
|
If Acquisition type is Rental or Lease or Loan |
|
If Subtype is not empty |
|
None |
|
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.
Unavailable metaphase
Event | Condition | Service Management action |
---|---|---|
Rendering | None | Close code = hidden |
New 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 |
Available metaphase
Event | Condition | Service Management action |
---|---|---|
Rendering | None | Close code = hidden |
In 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 |
|
In use metaphase
Event | Condition | Service Management action |
---|---|---|
Rendering | None | Close code = hidden |
In 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:
|
Retire phase
Event | Condition | Service Management action |
---|---|---|
Rendering | None | Close code = hidden |
Ended
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 |
Canceled
Event | Condition | Action |
---|---|---|
Entering | None | Remove device from IDOL index |
Rendering | None | Close code = hidden |
Related topics