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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- 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
Reservation process - Business rules
All processes
In the out-of-the-box reservations workflow, the rules detailed for each of the following events apply to all processes.
Before change
Condition | Service Management actions |
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Phase is Close, and Reserved device is not empty |
Device Phase = Prepare |
Phase is Close, and Reserved infrastructure & peripheral is not empty |
Infrastructure & peripheral Phase = Prepare |
After change
Condition | Service Management actions |
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Phase is Close, and Reserved device is not empty |
Device Phase = In use |
Phase is Close, and Reserved infrastructure & peripheral is not empty |
Infrastructure & peripheral Phase = In use |
Reserved for is empty |
Reserved for = the first (in order listed) of the following which is not empty:
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Phase is Close or Cancel, and Reserved device is not empty |
Reserved device = false |
Phase is Close or Cancel, and Reserved infrastructure & peripheral is not empty |
Reserved infrastructure & peripheral = false |
Display label is empty, and For Request is not empty | Display label = Reservation For Request + Request ID + Request Display label |
Another infrastructure & peripheral is selected | Reserved device = false |
Another device is selected | Reserved infrastructure & peripheral = false |
Start date is empty | Start date = now |
End date is empty | End date = now + 30 days |
None | Validate: either (but not both) Reserved device = true, or Reserved infrastructure & peripheral = true |
Rendering
Condition | Service Management actions |
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None |
Show Device list with these filters:
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None |
Show infrastructure & peripheral list with these filters:
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After applying changes
Condition | Service Management actions |
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All of the following are true:
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Send notification to Reserved for |
All of the following are true:
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Send notification to Reserved for |
All of the following are true:
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Send notification to Reserved for |
All of the following are true:
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Send notification to Reserved for |
Metaphases and phases
In the out-of-the-box reservations workflow, the following rules apply to the indicated metaphase or phase.
Active phase
Event | Condition | Service Management action |
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After change | Reserved device is not empty | Reserved = true for requested device |
After change | Reserved infrastructure & peripheral is not empty | Reserved = true for requested infrastructure & peripheral |
Per schedule | End date is not empty | Automatically cancel reservation when End date is reached |
Ended phase
Event | Condition | Service Management action |
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After change | Reserved device is not empty | Create a relationship between the values of Reserved device and Reserved for fields |
After change | Reserved infrastructure & peripheral is not empty | Create a relationship between the values of Reserved infrastructure & peripheral and Reserved for fields |
Related topics