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Optimization process - Business rules

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

Optimization process - all phases

  Condition Service Management action
Rendering forms The phase ID is not Create

Disable the following fields:

  • Target portfolio
  • Optimization type
  • The phase ID is not Create
  • The Internal state field is not empty

Disable the following fields:

  • Email template
  • Due date
If the phase is not Assess or Complete Hide the Report tab
If the phase is not Complete Hide the Related proposals tab
After applying changes If comment is added and is not empty Send a comment notification to the recipients

Send survey phase

Event Condition Action
Before change None

Validate:

  • Email template is changed and the new value is not empty, or
  • Email template is not changed and the old value is not empty

Display the following message in case of a failure:

The Email template field should not be empty

None

Validate:

  • Due date is changed, the new value is not empty, and the new value is a future date, or
  • Due date is not changed and the old value is not empty

Display the following message in case of a failure:

The Due date field should not be empty and must be a future date

None Check if the target portfolio contains any applications and if the application has an application owner
After applying changes None

Send the survey to application owners listed in the target portfolio to collect information for portfolio optimization

Resend survey phase

Event Condition Action
Transitioning to Send survey None

Set Internal state to empty.

Assess phase

Event Condition Action
After applying changes None Start to assess and analyze data collected from the survey to optimize the target portfolio
Transitioning to the Complete phase None Display corresponding messages when the value of Internal state is Calculation started or Calculation failed
Transitioning to the Wait for response phase None Set the Internal state field to Survey sent

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