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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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
- Purchase order transition rules
- Purchase order line 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
License process - Business rules
The license 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 license workflow, the rules detailed for each of the following events apply to all processes.
Rendering
| Condition | Service Management actions |
|---|---|
| Phase is not Ended | Close code = hidden |
| If Perpetual = true |
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| If Acquisition type is Rental or Lease or Loan |
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| None |
Show License contract list with filter:
|
| If Asset model is not empty and Brand of Asset model is not empty |
Show Publisher list with filter:
|
| Publisher is not empty and License type is not empty |
Show License model list with filters:
|
| Publisher is empty and License type is not empty |
Show License model list with filters:
|
| Publisher is not empty and License type is empty |
Show License model list with filters:
|
| Publisher is empty and License type is empty |
Show License model list with filters:
|
| None |
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| 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 |
| Unit rights is empty and Quantity is not empty and Total rights is empty | Total rights = Quantity |
| Unit rights is not empty and Quantity is empty and Total rights is empty | Total rights = Unit rights |
| Unit rights is not empty and Quantity is not empty and Total rights is empty | Total rights = Unit rights x Quantity |
| Unit rights is not empty and Quantity is not empty and Total rights is not empty | Validate: Total rights = Unit rights x Quantity |
| End date is not null and First installation date is not null | Validate: End date ≥ First installation date |
| Total amount is not null and Currency is null | Currency = USD($) |
| Total amount = null | Currency = null |
| License type is empty and Asset model is not empty and Asset model is changed | License type = License type of Asset model |
| Default maintenance contract is changed |
Maintenance end date to first value found in following list:
|
| Publisher is empty and Asset model is not empty and Brand of Asset model is not empty | Publisher = Owner of Brand of 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 Cost center is empty, Owner is changed, and Cost center of the owned-by person is not empty | Cost center = Cost center of the owner |
| 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 |
End phase
In the out-of-the-box license workflow, the rule detailed for the following event applies to the End phase.
After change
| Condition | Service Management actions |
|---|---|
| None | Close code = mandatory |
Related topics
