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". |
|
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
Proposal process - Business rules
In the out-of-the-box proposal workflow, the following business rules apply to the indicated metaphase or phase.
Proposal process - all phases
| Event | Condition | Service Management action |
|---|---|---|
| After change |
|
Owned By = Created by |
| None |
Validate:
Display the proposal workflow error message in case of a failure |
|
| Phase Id is Review |
Validate:
Display the proposal workflow error message in case of a failure |
|
|
|
|
| None |
Validate:
Display the proposal workflow error message in case of a failure |
|
| Rendering | Metaphase is not Assessment |
|
| None | Disable Currency | |
| None |
Suggested values for Business unit should be in the Organizational group type only |
|
| None | Suggested values for Target Service should be in the Operate phase only | |
| Metaphase is not Assessment or Refinement | Disable Priority |
Compose phase
| Event | Condition | Action |
|---|---|---|
| Entering | Created by is empty | Created by = Current user ID |
| Currency is empty | Set Currency to USD($) | |
| Created from is empty | Created from = None | |
| Priority is empty | Priority = Medium | |
| Transitioning to the Review phase | None |
Validate:
Display the proposal workflow error message in case of a failure |
| Transitioning to the Abandon phase | None |
Validate:
Display the proposal workflow error message in case of a failure |
Review phase
| Event | Condition | Action |
|---|---|---|
| After change |
|
Validate Review decision is empty Display the idea workflow error message in case of a failure |
| Entering | None | Review decision = empty |
| None | Review feedback = empty | |
| Leaving | Phase Id is Review |
Validate Review decision and Review feedback are not empty Display proposal workflow error messages in case of a failure |
Related topics
