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 Manager9.52

Develop > Process Designer Tailoring Best Practice Guide > Consider rule set execution sequence

Consider rule set execution order

A rule set contains a list of rules that you may run against a record. Rules implement business logic to drive a workflow or a process. In Service Manager, you can define rule sets at the object level, workflow level, or phase level. The rule sets defined at different levels are executed in order. For example, rule sets defined at the object level are executed first. The following diagram illustrates this execution order (from top to bottom):

For each action in Service Manager, such as creating a record, rule sets defined at different levels might be executed. The following table provides a high level view of the execution order of these rule sets:

Action	Execution order of the rule sets (from left to right)
Create a record	On add, On enter, Format control (add), After successful add, After successful enter, Format control (subroutine after add), Initialization, Format control (initial), On display, Format Control (display)
Update a record	On update, Format control (update), After successful update, Format control (subroutine after update), Initialization, Format control (initial), On display, Format control (display)
Search and access a record	Initialization, Format control (initial), On display, Format control (display)
Fill, find, screen-redraw	On display, Format control (display)
Move from one phase to another Close record (inactive)	On exit (global + old phase), Transition, On enter (global + new phase), Format control (update), Format control (subroutine after update), Initialization, Format control (initial), On display, Format control (display) Note: The term "global" means rule sets defined at the object level or the workflow level.

When you define your own rule sets in Service Manager, you might need to consider the execution order of the rule sets, so that you can optimize the definition of your own rule sets accordingly.

The following tables provides a more detailed view of the execution order of the rule sets that are executed for each action. The events and their corresponding rule sets are executed from top to bottom.

Open an existing record

Events	Rule sets
Initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets at the phase level Master format control initialization Format control initialization for the form of the phase
Display	On-display rule sets at the object level On-display rule sets at the workflow level On-display rule sets at the phase level Master format control display Format control display for the form of the phase

Create a new record (launched from document.new)

Events	Rule sets
Initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets at the phase level Master format control initialization Format control initialization for the form of the phase
Display	On-display rule sets at the object level On-display rule sets at the workflow level On-display rule sets at the phase level Master format control display Format control display for the form of the phase

Add a record and stay in the logging phase

Events	Rule sets
On-add	On-add rule sets at the object level On-add rule sets at the workflow level On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets at the phase level Master format control on-add Format control on-add for the form of the phase
Add the record to the database Note: This is a user action, not an event.	N/A
After-add	After-successful-add rule sets at the object level After-successful-add rule sets at the workflow level After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets at the phase level Master format control subroutine after-add Format control subroutine after-add for the form of the phase
Initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets at the phase level Master format control initialization Format control initialization for the form of the phase
Display	On-display rule sets at the object level On-display rule sets at the workflow level On-display rule sets at the phase level Master format control display Format control display for the form of the phase

Add a record and automatically move to next phase

Events	Rule sets
Old phase on-add	On-add rule sets at the object level On-add rule sets at the workflow level On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets at the phase level Master format control on-add Format control on-add for the form of the phase
To phase on-enter	On-exit rule sets at the object level On-exit rule sets at the workflow level On-exit rule sets in the "from phase" Transition rule sets On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets in the "to phase" Note In this event, if you need to use the current phase of the record in the rule sets or format control, the value of the current.phase field in the "current record" is the name of the "to phase," and the value of the current.phase field in the "saved record" is the name of the "from phase."
Add the record to the database Note: This is a user action, not an event.	N/A
From phase after-add	After-successful-add rule sets at the object level After-successful-add rule sets at the workflow level After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets at the phase level Master format control subroutine after-add Phase form’s format control subroutine after-add
To phase post	After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets at the phase level Master format control subroutine after- add Phase form’s format control subroutine after-add
To phase initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets at the phase level Master format control initialization Format control initialization to the form of the phase
To phase display	On-display rule sets at the object level On-display rule sets at the workflow level On-display rule sets at the phase level Master format control display Format control display to the form of the phase

Save a record and stay in current phase

Events	Rule sets
On-update	On-update rule sets at the object level On-update rule sets at the workflow level On-update rule sets at the phase level Master format control on-add Format control on-add for the form of the phase
Save the record to the database Note: This is a user action, not an event.	N/A
After-update	After-successful-update rule sets at the object level After-successful- update rule sets at the workflow level After-successful-update rule sets at the phase level Master format control subroutine after-update Format control subroutine after-update for the form of the phase
Initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets at the phase level Master format control initialization Format control initialization for the form of the phase
Display	On-display rule sets at the object level On-display rule sets at the workflow level On-display rule sets at the phase level Master format control display Format control display for the form of the phase

Save a record and automatically move to the next phase

Events	Rule sets
From phase on-update	On-update rule sets at the object level On-update rule sets at the workflow level On-update rule sets at the phase level Master format control on-update Format control on-update for the form of the phase
To phase on-enter	On-exit rule sets at the object level On-exit rule sets at the workflow level On-exit rule sets in the "from phase" Transition rule sets On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets in the "to phase" Note In this event, if you need to use the current phase of the record in the rule sets or format control, the value of the current.phase field in the "current record" is the name of the"to phase", and the value of the current.phase field in the "saved record" is the name of the "from phase".
Update the record to the database Note: This is a user action, not an event.	N/A
From phase after-update	After-successful-update rule sets at the object level After-successful-update rule sets at the workflow level After-successful-update rule sets at the phase level Master format control subroutine after-update Format control subroutine after-update for the form of the phase
To phase post	After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets in the "to phase" Master format control subroutine after-update Format control subroutine after-update from the form of the phase
To phase initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets at the phase level Master format control initialization Format control initialization to the form of the phase
To phase display	On-display rule sets at the object level On-display rule sets at the workflow level On-display rule sets at the phase level Master format control display Format control display to the form of the phase

Manual transition without selecting “Save record prior to executing the transition”

Events	Rule sets
To phase on-enter	On-exit rule sets at the object level On-exit rule sets at the workflow level On-exit rule sets in the "from phase" Transition rule sets On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets in the "to phase" Master format control On-update Format control on-update from the form of the phase Note In this event, if you need to use the current phase of the record in the rule sets or format control, the value of the current.phase field in the "current record" is the name of the"to phase", and the value of the current.phase field in the "saved record" is the name of the "from phase".
Save the record to the database Note: This is a user action, not an event.	N/A
To phase after-enter	After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets in the "to phase" Master format control subroutine after-update Format control subroutine after-update from the form of the phase

Events

Rule sets

To phase on-enter

On-exit rule sets at the object level
On-exit rule sets at the workflow level
On-exit rule sets in the "from phase"
Transition rule sets
On-enter rule sets at the object level
On-enter rule sets at the workflow level
On-enter rule sets in the "to phase"
Master format control On-update
Format control on-update from the form of the phase

Note In this event, if you need to use the current phase of the record in the rule sets or format control, the value of the current.phase field in the "current record" is the name of the"to phase", and the value of the current.phase field in the "saved record" is the name of the "from phase".

Save the record to the database

Note: This is a user action, not an event.

N/A

To phase after-enter

After-successful-enter rule sets at the object level
After-successful-enter rule sets at the workflow level
After-successful-enter rule sets in the "to phase"
Master format control subroutine after-update
Format control subroutine after-update from the form of the phase

Manual transition with “Save record prior executing the transition” selected

Events	Rule sets
From phase on-update	On-update rule sets at the object level Workflow level on-update rule sets On-update rule sets in the "from phase" Master format control On-update Format control on-update from the form of the phase
Save the record to the database Note: This is a user action, not an event.	N/A
From phase after-update	After-successful-update rule sets at the object level After-successful-update rule sets at the workflow level After-successful-update rule sets in the "from phase" Master format control subroutine after-update Format control subroutine after-update from the form of the phase
To phase on-enter	On-exit rule sets at the object level On-exit rule sets at the workflow level On-exit rule sets in the "from phase" Transition rule sets On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets in the "to phase" Master format control on-update Format control on-update from the form of the phase Note In this event, if you need to use the current phase of the record in the rule sets or format control, the value of the current.phase field in the "current record" is the name of the"to phase", and the value of the current.phase field in the "saved record" is the name of the "from phase".
Save the record to the database Note: This is a user action, not an event.	N/A
To phase after-enter	After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets in the "to phase" Master format control subroutine after-update Format control subroutine after-update from the form of the phase

Back end transition

Events	Rule sets
From phase initialization	Initialization rule sets at the object level Initialization rule sets at the workflow level Initialization rule sets in the "from phase" Master format control initialization Format control initialization from the form of the phase
To phase on-enter	On-exit rule sets at the object level On-exit rule sets at the workflow level On-exit rule sets in the "from phase" Transition rule sets On-enter rule sets at the object level On-enter rule sets at the workflow level On-enter rule sets in the "to phase" Master format control On-update Format control on-update from the form of the phase
Save the record to the database Note: This is a user action, not an event.	N/A
To phase after-enter	After-successful-enter rule sets at the object level After-successful-enter rule sets at the workflow level After-successful-enter rule sets in the "to phase" Master format control subroutine after-update Format control subroutine after-update from the form of the phase

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