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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:

  • Reject
  • Need more information
  • Create a proposal
  • Create a change
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:

  • Review decision is Create a proposal, and
  • Related change is not empty

Display the idea workflow error message in case of a failure

None

Validate:

  • Review decision is Create a change, and
  • Related proposal is not empty

Display the idea workflow error message in case of a failure

None

Validate:

  • Review decision is empty, or
  • Review decision and Review feedback are not empty

Display the idea workflow error message in case of a failure

Task plan for review is rejected

Set:

  • Phase Id to Close
  • Send email notification to Idea creator
  • Review decision to Reject
  • Review feedback to Rejected
Rendering forms The metaphase is not Assessment

Disable the following fields:

  • Review feedback
  • Review decision
  • Related change
  • Related proposal
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:

  • Compose
  • Review
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:

  • Log
  • Evaluate
  • Plan

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
  • 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

Rendering forms None Expand Review details
Review decision is not Create a proposal or Create a change
  • Disable Related change
  • Disable Related proposal
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

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