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	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Service Management

Get started > Out-of-the-box business rules > Infrastructure & peripheral process - Business rules

Infrastructure & peripheral process - Business rules

The infrastructure & peripheral asset 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 infrastructure & peripheral asset workflow, the rules detailed for each of the following events apply to all processes.

Rendering

Condition	Service Management actions
Phase ID is not In Stock	Stockroom entry date = hidden Reserved = hidden Stockroom = hidden
Phase ID is not End, or Close code is not Retired	Retirement date = hidden Retirement reason = hidden
Located in stock is not null	Location = read-only
Subtype is not Monitor	Screen size = hidden
Subtype is not Mass storage	Storage size = hidden
Acquisition type is Rental or Lease or Loan	In the Finance tab: Total amount = hidden Currency = hidden Tax rate = hidden Payment terms = hidden Payment date = hidden External PO Number = hidden Invoice number = hidden Resale section = hidden Fixed assets section = hidden
Subtype is empty	Show Asset model list with filter: Is category = false Phase = active Asset type = Infrastructure & peripheral asset
Subtype is not empty	Show Asset model list with filter: Is category = false Phase = Active Asset type = Infrastructure & peripheral asset Asset model subtype = Subtype
None	Show Default warranty contract list with filter: Contract type = Warranty Contract = Contract that covers this asset Show Default maintenance contract list with filter: Contract type = Maintenance Contract = Contract that covers this asset
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

After change

Condition	Service Management actions
Display label is empty	Display label = Asset tag
Reserved is empty or not true	Reserved = false
Missing is true	Add comment to record that the asset is missing Send email to Owner that the asset is missing
Phase ID is In Stock and Stockroom entry date is empty	Stockroom entry date = now
Phase ID is not In Stock	Stockroom entry date = null
Subtype is not Mass Storage	Storage size = null
Subtype is not Monitor	Screen size = null
Located in stock is not empty	Location = Located in stock
Subtype is changed, and Subtype is not Infrastructure & Peripheral subtype	Asset model = null
Subtype is empty, and Asset model is not empty	Subtype = its asset model's Infrastructure & Peripheral subtype
Default warranty contract is changed, and Warranty end date is not changed	Set Warranty end date to the first (in order listed) of the following which is not empty: Default warranty contract end date Warranty end date
Default maintenance contract is changed, and Maintenance end date is not changed	Set Maintenance end date to the first (in order listed) of the following which is not empty: Default maintenance contract end date Maintenance end date
If Cost center is empty, Owner is changed, and Cost center of the owner is not empty	Cost center = Cost center of the owner
If Cost type is empty, Asset model is changed, and Cost type of the asset model is not empty	Cost type = 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, 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
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

Metaphases and phases

In the out-of-the-box infrastructure & peripheral asset workflow, the following rules apply to the indicated metaphase or phase.

Unavailable metaphase

Event	Condition	Service Management action
Rendering	None	Close code = hidden

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	Stockroom = null Location = null

In use metaphase

Event	Condition	Service Management action
Rendering	None	Close code = hidden

In use phase

Event	Condition	Service Management actions
After change	If First installation date is empty	First installation date = now
Rendering	If Managed externally = true	Subtype = read-only Model = read-only Global ID = read-only Serial number = read-only Vendor = read-only

Retire phase

Event	Condition	Service Management action
Rendering	None	Close code = hidden

Ended

Event	Condition	Service Management action
Entering	None	Remove infrastructure & peripheral asset from IDOL index
Entering	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 infrastructure & peripheral asset from IDOL index
Rendering	None	Close code = hidden