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 |
|---|---|---|
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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
- 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
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:
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Disable the following fields:
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| 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:
Display the following message in case of a failure: The Email template field should not be empty |
| None |
Validate:
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 |
Related topics
