| \n\nTable\n\n | \n\nDescription\n\n |
|---|---|
| \n\nPart Requirement\\[cmdb\\_model\\_part\\_requirement\\]\n\n | \n\nDefines a relationship between a service order task an an asset \\(part\\) required to complete this task.\n\n |
| \n\nService Order Model\\[cmdb\\_serviceorder\\_product\\_model\\]\n\n | \n\nStores service order templates.\n\n |
| \n\nService Task Model\\[cmdb\\_servicetask\\_product\\_model\\]\n\n | \n\nStores service task templates.\n\n |
| \n\nService Management Flow \\[sf\\_state\\_flow\\]\n\n | \n\nState flows for Service Management.\n\n |
| \n\nService Order Flow \\[sf\\_sm\\_order\\]\n\n | \n\nState flows for service orders.\n\n |
| \n\nService Task Flow \\[sf\\_sm\\_task\\]\n\n | \n\nState flows for service order tasks.\n\n |
| \n\nAsset Usage \\[sm\\_asset\\_usage\\]\n\n | \n\nDefines relationship between a service order task and the assets used to complete this task.\n\n |
| \n\nSM Category\\[sm\\_category\\]\n\n | \n\nLinks a single service order template to a service order category value.\n\n |
| \n\nSM Config Module \\[sm\\_config\\_module\\]\n\n | \n\nLinks a configuration to a set of navigation modules that are shown or hidden based on configuration settings.\n\n |
| \n\nSM Config\\[sm\\_config\\]\n\n | \n\nService management application configuration.\n\n |
| \n\nService Management Incidentals\\[sm\\_incidentals\\]\n\n | \n\nIncidental items used to complete a service order task.\n\n |
| \n\nService Order Groups Dependency\\[sm\\_m2m\\_group\\_dependency\\]\n\n | \n\nDispatch groups that handle scheduling for assignment groups.\n\n |
| \n\nSM Model Application\\[sm\\_m2m\\_model\\_application\\]\n\n | \n\nLinks SM applications to hardware and consumable models often used in part sourcing.\n\n |
| \n\nSM Model Knowledge\\[sm\\_m2m\\_model\\_knowledge\\]\n\n | \n\nRelates any knowledge page to any model.\n\n |
| \n\nAffected CI \\[sm\\_m2m\\_order\\_affected\\_ci\\]\n\n | \n\nConfiguration items related to a service order.\n\n |
| \n\nService Order Task Models\\[sm\\_m2m\\_somodel\\_stmodel\\]\n\n | \n\nLinks service task models to service order models.\n\n |
| \n\nTask Affected CI \\[sm\\_m2m\\_task\\_affected\\_ci\\]\n\n | \n\nConfiguration items related to a service order task.\n\n |
| \n\nService Order Task Contract\\[sm\\_m2m\\_task\\_contract\\]\n\n | \n\nDefines a relationship between a task and contract.\n\n |
| \n\nService Order Task Dependency\\[sm\\_m2m\\_task\\_dependency\\]\n\n | \n\nDefines a dependency between two service order tasks: downstream task cannot be started before upstream task gets completed.\n\n |
| \n\nService Order Task Template Dependency\\[sm\\_m2m\\_task\\_template\\_dependency\\]\n\n | \n\nDefines a dependency between two service order task templates: downstream task cannot be started before upstream task gets completed.\n\n |
| \n\nSM Notification Rule \\[sm\\_notification\\_rule\\]\n\n | \n\nService management notification rules.\n\n |
| \n\nService Order \\[sm\\_order\\]\n\n | \n\nDefines and manages work that needs to be performed.\n\n |
| \n\nPart Requirement \\[sm\\_part\\_requirement\\]\n\n | \n\nDefines a relationship between a service order task and an asset \\(part\\) required to complete this task.\n\n |
| \n\nService Task \\[sm\\_task\\]\n\n | \n\nUnit of work performed by one person in one session \\(one location, one time\\).\n\n |
| \n\nSM Template Definition\\[sm\\_template\\_definition\\]\n\n | \n\nDefines a field and value that will be included in a service order template.\n\n |
| \n\nTask Asset \\[task\\_asset\\]\n\n | \n\nAssets related to a task.\n\n |
| \n\nClient script includes\n\n | \n\nTable\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\nHide excluded fields\n\n | \n\nSM Config\\[sm\\_config\\]\n\n | \n\nHide sm\\_config fields based on exclusion list.\n\n |
| \n\nStart work read-only \\(exp. travel chg\\)\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nStart work read-only when travel is required and not started.\n\n |
| \n\nStart work read-only when travel is required and not started\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nDisplays an error after a location change when no dispatch group or assignment group covers the location of the work order task.\n\n |
| \n\nShow or hide/clear contract field\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nIf type is Vendor cost, then show the contract field. Otherwise, clear and hide the contract field.\n\n |
| \n\ncheck order of start date and end date\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nVerify that the start date happens before the end date.\n\n |
| \n\nUpdate Assigned to \\(Assign Group change\\)\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nUpdate Assigned to when Assignment group changes: - clear the Assigned to field.\n\n |
| \n\nCi update\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nUpdates the associated asset and location based on changes to the affected CI.\n\n |
| \n\nPopulate CI Location\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nPopulates work order location based on CI location.\n\n |
| \n\ncheck\\_work\\_duration\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nVerify that the work duration is not 0 or empty.\n\n |
| \n\nCalculate total amount - quantity\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nCalculates the total mileage costs when the quantity changes.\n\n |
| \n\nValidate Estimated Travel Duration\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nEnsure that the estimated travel duration does not carry into the expected start time.\n\n |
| \n\nValidate Scheduled Travel Start\n\n | \n\nService order task\\[sm\\_task\\]\n\n | \n\nEnsure that the scheduled travel start \\(with its duration\\) is before scheduled work start.\n\n |
| \n\nTemplate selected\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nPopulates form based on template values.\n\n |
| \n\nPopulate Caller Location\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nSets the location field when the caller is changed.\n\n |
| \n\nCheck for group errors\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nDisplays an error on load if no qualification group covers the location of the work order.\n\n |
| \n\nHide unused related lists/fields\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nHides related lists that are not relevant based on application configuration\n\n |
| \n\nCi update\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nUpdates the associated asset and location based on changes to the affected CI.\n\n |
| \n\nNew fields type control\n\n | \n\nSM Template Definition\\[sm\\_template\\_definition\\]\n\n | \n\nDisplays the appropriate field type based on selection of field on template definition page.\n\n |
| \n\nAsset update\n\n | \n\nService order \\[sm\\_order\\]\\[sm\\_order\\]\n\n | \n\nUpdates the associated configuration item and location based on changes to the affected asset.\n\n |
| \n\nField onload helper\n\n | \n\nSM Template Definition \\[sm\\_template\\_definition\\]\n\n | \n\nDisplays the appropriate field type based on selection of field on template definition page \\(onload\\).\n\n |
| \n\nRead only task templates dependencies\n\n | \n\nService Order Task Template Dependency \\[sm\\_m2m\\_task\\_template\\_dependency\\]\n\n | \n\nMakes the dependent field read only when creating task template dependencies in sm\\_m2m\\_task\\_template\\_dependencies table.\n\n |
| \n\nMake Location not mandatory\n\n | \n\nStockroom \\[alm\\_stockroom\\]\n\n | \n\nMakes Location not mandatory for stockroom type field\\_agent\n\n |
| \n\nCalculate End Time \\(Duration change\\)\n\n | \n\nService order task\\[sm\\_task\\]\n\n | \n\nCalculates Estimated End Time in a Work Order Task based on a change of estimated work duration.\n\n |
| \n\nShow error when no application installed\n\n | \n\nService Order Model \\[cmdb\\_serviceorder\\_product\\_model\\]\n\n | \n\nShow error when no application installed.\n\n |
| \n\nCalculate total amount - cost per mile\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nCalculates the total mileage costs when the quantity changes.\n\n |
| \n\nPriority assignment\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nSet scheduling to true and hide consistent assignment of priority assignment is turned on.\n\n |
| \n\nAsset update\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nUpdates the associated configuration item and location based on changes to the affected asset.\n\n |
| \n\nRead only group dependencies\n\n | \n\nService Order Group Dependency \\[sm\\_m2m\\_group\\_dependency\\]\n\n | \n\nOnce set, fields are read-only.\n\n |
| \n\nAdd sourcing UI Listeners\n\n | \n\nService order task\\[sm\\_task\\]\n\n | \n\nSets up event listeners for changes to travel duration, work duration, or expected work start so that they are automatically updated in the sourcing UI \\(if the task is opened via the sourcing UI\\).\n\n |
| \n\ncheck window\\_start\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nVerify that window start is before window end.\n\n |
| \n\nSet required quantity read-only\n\n | \n\nPart Requirement \\[sm\\_part\\_requirement\\]\n\n | \n\nSets the Required quantity field to read-only when the required number of assets are sourced for the part requirement\n\n |
| \n\nShow messages\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nShows messages if the expected due date for the task is after the requested due date of the request, or if auto-assignment does not work.\n\n |
| \n\nCalculate total amount - type\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nCalculates the total mileage costs when the type changes.\n\n |
| \n\nUpdate Assigned to \\(Assign Group change\\)\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nUpdate Assigned to when Assignment group changes: - clear the Assigned to field.\n\n |
| \n\nHide group field\n\n | \n\nService Task Model\\[cmdb\\_servicetask\\_product\\_model\\]\n\n | \n\nHides the dispatch group field when dispatch queue is off\n\n |
| \n\nHide state flow field\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nWhen state flow is turned off, hide the field from the form.\n\n |
| \n\nCheck TOs before reassigning\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nWhen reassigning or unassigning a work order task, prompt user to cancel all transfer orders to personal stock rooms for a task if the task only has cancelable transfer orders.\n\n |
| \n\nVerify Group Post Dispatch Group Change\n\n | \n\nService order task\\[sm\\_task\\]\n\n | \n\nDisplays an error on load if no assignment group covers the location of the work order task.\n\n |
| \n\nSet Tables\n\n | \n\nSM Notification Rule \\[sm\\_notification\\_rule\\]\n\n | \n\nLimit the tables to the two possible tables, if none is chosen, set the first one as the default.\n\n |
| \n\nCalculate End Time \\(Start time change\\)\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nCalculate the Estimated End Time based on Expected Start Time changing. Also checks for inconsistencies that may have been created with estimated travel start.\n\n |
| \n\nUpdate Model and Quantity based on Asset\n\n | \n\nAsset Usage\\[sm\\_asset\\_usage\\]\n\n | \n\nSynchronizes model and quantity information of an asset usage record based on the asset it references.\n\n |
| \n\nRead Only Order Affected Cis\n\n | \n\nAffected CI\\[sm\\_m2m\\_order\\_affected\\_ci\\]\n\n | \n\nMakes a field read only once a value is selected for that field.\n\n |
| \n\nReset quantity\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nWhen the type changes back to car rental, the Qty is set back to 1.\n\n |
| \n\nRead Only Task Affected CIs\n\n | \n\nTask Affected CI\\[sm\\_m2m\\_task\\_affected\\_ci\\]\n\n | \n\nMakes a field read only once a value is selected for that field.\n\n |
| \n\nHide group field\n\n | \n\nService Order Model \\[cmdb\\_serviceorder\\_product\\_model\\]\n\n | \n\nHide the assignment group field if application is not request driven, hide the qualification group field if qualification is off.\n\n |
| \n\nCheck TOs before reassigning\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nWhen reassigning or unassigning a work order task, prompt user to cancel all transfer orders to personal stock rooms for a task if the task only has cancelable transfer orders.\n\n |
| \n\nNotify parent on submit\n\n | \n\nPart Requirement \\[sm\\_part\\_requirement\\]\n\n | \n\nUpdates the Source tree whenever a new part requirement is created inside the Source popup window.\n\n |
| \n\nShow warning msg of templates upgrade\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nShow warning message when the templates must be migrated.\n\n |
| \n\nVerify Group Fields\n\n | \n\nService order task\\[sm\\_task\\]\n\n | \n\nDisplays an error on load if no dispatch group or assignment group covers the location of the work order task.\n\n |
| \n\nEnsure no negative and decimal quantity\n\n | \n\nPart Requirement\\[sm\\_part\\_requirement\\]\n\n | \n\nEnsures the quantity required for a part is valid.\n\n |
| \n\nRead only task dependencies\n\n | \n\nService Order Task Dependency \\[sm\\_m2m\\_task\\_dependency\\]\n\n | \n\nMaking the dependent field read only on creating task dependencies in sm\\_m2m\\_task\\_order table.\n\n |
| \n\nStart work read-only \\(actual travel chg\\)\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nStart work read-only when travel is required and not started. 'Schedule travel start' and 'Schedule start' are mandatory when 'Agent Track Time' is on.\n\n |
| \n\nShow warning message of disable SF\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nShows a warning message when state flows are disabled.\n\n |
| \n\nPopulate from stockroom for drop off\n\n | \n\nTransfer Order \\[alm\\_transfer\\_order\\]\n\n | \n\nSets the from stock room to the logged in user's personal stockroom when creating a drop off transfer order.\n\n |
| \n\nSet value before submit\n\n | \n\nSM Template Definition\\[sm\\_template\\_definition\\]\n\n | \n\nSets the value from the various widgets to the appropriate value before submitting the template definition form.\n\n |
| \n\nTemplate selected\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nPopulates form based on template values.\n\n |
| \n\nPersonal Stockroom Name by Type\n\n | \n\nStockroom \\[alm\\_stockroom\\]\n\n | \n\nSets the name of a stockroom based on its manager when it becomes a personal stockroom.\n\n |
| \n\nUpdate agent status\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nUpdate the status of assigned agent.\n\n |
| \n\nUpdate UI on load and model change\n\n | \n\nAsset Usage \\[sm\\_asset\\_usage\\]\n\n | \n\nUpdate UI on load and model change\n\n |
| \n\nPersonal Stockroom Name by Manager\n\n | \n\nStockroom \\[alm\\_stockroom\\]\n\n | \n\nUpdates the name of a personal stockroom when its manager changes.\n\n |
| \n\nHide unused related lists/fields\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nHides related lists that are not relevant based on application configuration.\n\n |
| \n\nuse schedule\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nTurn off priority assignment and show consistent assignment if scheduling is turned off.\n\n |
| \n\nVerify Group Post Location Change\n\n | \n\nService order \\[sm\\_order\\]\\[alm\\_stockroom\\]\n\n | \n\nDisplays an error after a location change when no qualification group covers the location of the work order.\n\n |
| \n\nBusiness rule\n\n | \n\nTable\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\nBuild scratchpad & display info messages\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nBuild scratchpad variables that are used to display initial info messages on page.\n\n |
| \n\nAffected CI changed or removed\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nSynchronizes the primary CI field and the Affected CIs related list on the Service Order form.\n\n |
| \n\nVerify Work Notes\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nEnsures that the Work notes field is populated in work orders that transition to the Cancel state.\n\n |
| \n\nSet default values\n\n | \n\nSM Template Definition\\[sm\\_template\\_definition\\]\n\n | \n\nSets the **table** field by default.\n\n |
| \n\nSet Personal Stockroom\n\n | \n\nTransfer Order \\[alm\\_transfer\\_order\\]\n\n | \n\nAutomatically sets the stockroom to the personal stockroom of the logged in user for drop-off transfer orders.\n\n |
| \n\nExport to update set\n\n | \n\nPart Requirement \\[cmdb\\_model\\_part\\_requirement\\]\n\n | \n\nExports part requirement templates to the current update set and creates a sys\\_metadata\\_link record to associate template with current application.\n\n |
| \n\nExport to update set\n\n | \n\nService Order Task Models \\[sm\\_m2m\\_somodel\\_stmodell\\]\n\n | \n\nExports link between service order template and service task template to the current update set and creates a sys\\_metadata\\_link record to associate template with current application.\n\n |
| \n\nExport to update set\n\n | \n\nService Order Task Template\\[cmdb\\_servicetask\\_product\\_model\\]\n\n | \n\nExports service task templates to the current update set and creates a sys\\_metadata\\_link record to associate template with current application.\n\n |
| \n\nExport to update set\n\n | \n\nService Order Template\\[cmdb\\_serviceorder\\_product\\_model\\]\n\n | \n\nExports service order templates to the current update set and creates a sys\\_metadata\\_link record to associate template with current application.\n\n |
| \n\nSync update of associated variables\n\n | \n\nSM Template Definition \\[sm\\_template\\_definition\\]\n\n | \n\nSynchronizes template definition with associated catalog variable.\n\n |
| \n\nDate Checks\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nValidates the window, estimated, and actual start and end dates.\n\n |
| \n\nPopulate Location - New SOT\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nPopulates the location, if possible, based on parent work order location.\n\n |
| \n\nadd\\_model\\_filter\n\n | \n\nGlobal \\[global\\]\n\n | \n\nFilter for SM Model Application slush bucket, limits available models to hardware and consumable models.\n\n |
| \n\nReset qty to 1\n\n | \n\nService Management Incidentals\\[sm\\_incidentals\\]\n\n | \n\nSets the quantity field to 1 when the type is Car Rental.\n\n |
| \n\nValidate notification\n\n | \n\nSM Notification Rule\\[sm\\_notification\\_rule\\]\n\n | \n\nValidates that a user or group is selected when inserting or updating a notification rule.\n\n |
| \n\nValidate Field Agent Type\n\n | \n\nStockroom \\[alm\\_stockroom\\]\n\n | \n\nPrevents duplicate personal stockrooms.\n\n |
| \n\nCalculate cost\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nHelps to calculate the **Cost**when the **Type** is **Mileage** \\(starting with the Eureka release\\).\n\n |
| \n\nCheck asset and CI\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nSynchronizes affected Cis and affected assets.\n\n |
| \n\nAssign the previous agent on task\n\n | \n\nService order task \\[sm\\_task\\]\n\n | \n\nSets the previous agent whenever the task assigned to changes.\n\n |
| \n\nPopulate Service Order from Template\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nPopulates a new work order from the work order model selected as a template.\n\n |
| \n\nValidate quantity requested\n\n | \n\nTransfer Order Line \\[alm\\_transfer\\_order\\_line\\]\n\n | \n\nChecks that the quantity requested on a transfer order line with a part requirement does not exceed the quantity that is required to fulfill the part requirement \\(starting with the Eureka release\\).\n\n |
| \n\nClose service order on workflow complete\n\n | \n\nWorkflow contexts \\[wf\\_context\\]\n\n | \n\nPrevents rollup of task closures when there are active workflows on service orders.\n\n |
| \n\nCreate Sub Tasks\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nWhen service order leaves draft state, creates tasks from template if service order built from template, or creates default task if task-driven.\n\n |
| \n\nValidate Field Agent Name\n\n | \n\nStockroom \\[alm\\_stockroom\\]\n\n | \n\nValidates that a personal stockroom has a valid, associated agent.\n\n |
| \n\nCreate expense line\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nCreates or updates an expense line based on the incidental's cost when the incidental is saved and all of the following are true: - The state is Incurred\n\n - The type is not None\n\n - The cost is not zero\n\n |
| \n\nValidation\n\n | \n\nService Order Groups Dependency \\[sm\\_m2m\\_group\\_dependency\\]\n\n | \n\nValidates that the dependency is valid.\n\n |
| \n\nVerify CI on SM Task\n\n | \n\nCis Affected \\[task\\_ci\\]\n\n | \n\nVerifies that the affected CI for a task is also an affected CI for the order.\n\n |
| \n\nVendor type requires manager\n\n | \n\nUser Group \\[sys\\_user\\_group\\]\n\n | \n\nVendor is required for vendor groups.\n\n |
| \n\nPart Requirements\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nCreates part requirements for a service order task from the part requirements configured for a service order task model used as a template. Free up assets when unassigned or reassigned. Update asset usages when tasks are closed.\n\n |
| \n\nApply dispatch method\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nAutomatically assigns a task once it is marked as ready for assignment when assignment method of the application is workflow or auto.\n\n |
| \n\nGroup change validation\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nValidates changes to assignment and dispatch groups in work order tasks.\n\n |
| \n\nAssign the previous agent on order\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nSets the previous agent whenever the order assigned to changes.\n\n |
| \n\nValidateChanges\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nValidates dispatch group and assignment group types match and that worknotes are provided if required.\n\n |
| \n\nTransitions\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nSets a task into work in progress when the task is accepted and work start is populated.\n\n |
| \n\nSync catalog\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nSynchronizes the application catalog when the service management configuration changes.\n\n |
| \n\nSet required by date on display\n\n | \n\nPart Requirement\\[sm\\_part\\_requirement\\]\n\n | \n\nSets part requirement required by to the expected travel start of the associate service order task.\n\n |
| \n\nRequest driven dispatch\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nResponsible for dispatching service orders based on application configuration.\n\n |
| \n\nBuild scratchpad & display info messages\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nBuild scratchpad variables that are used to display initial info messages on page.\n\n |
| \n\nPrevent Loop In TaskTemplateDependencies\n\n | \n\nService Order Task Template Dependency \\[sm\\_m2m\\_task\\_template\\_dependency\\]\n\n | \n\nPrevents loops in task template dependencies\n\n |
| \n\ngetMainSMModels\n\n | \n\nGlobal\\[global\\]\n\n | \n\nSlush bucket filter when linking service order task templates to service order templates.\n\n |
| \n\nTask contract m2m\n\n | \n\nService Management Incidentals \\[sm\\_incidentals\\]\n\n | \n\nSynchronizes contracts, expense lines, and incidentals\n\n |
| \n\nNotification for task\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nSends notifications when task changes if values change for fields specified in the configuration page.\n\n |
| \n\nBuild scratchpad tables\n\n | \n\nSM Notification Rule\\[sm\\_notification\\_rule\\]\n\n | \n\nSets the tables that should be displayed on notification rule page.\n\n |
| \n\nUpdate PR based on TOL\n\n | \n\nTransfer Order Line\\[alm\\_transfer\\_order\\_line\\]\n\n | \n\nUpdates the part requirement when the associated transfer order line changes stage.\n\n |
| \n\nAdd removed asset\n\n | \n\nAsset Usage \\[sm\\_asset\\_usage\\]\n\n | \n\nDetermines validity of asset removal and updates the removed asset accordingly.\n\n |
| \n\nAdd/remove manager to/from vendor group\n\n | \n\nGroup \\[sys\\_user\\_group\\]\n\n | \n\nWhen group manager changes for a vendor group, add the new manager as a group member and remove the previous manager as a group member.\n\n |
| \n\nService Management Group Types\n\n | \n\nGroup \\[sys\\_user\\_group\\]\n\n | \n\nEnsures data integrity for dispatch group coverage information.\n\n |
| \n\nDeletion of Affected CI\n\n | \n\nCis Affected \\[task\\_ci\\]\n\n | \n\nPart of the synchronization mechanism between the primary CI field and the Affected CIs related list on the Service Order form.\n\n |
| \n\nPrevent Loop In Tasks Dependencies\n\n | \n\nService Order Task Dependency \\[sm\\_m2m\\_task\\_dependency\\]\n\n | \n\nPrevents circular work order task dependencies.\n\n |
| \n\nCascade SO deletion\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nDelete service order tasks and checklists when service order is deleted.\n\n |
| \n\nCreate Personal Stockroom\n\n | \n\nUser Role \\[sys\\_user\\_has\\_role\\]\n\n | \n\nCreates a personal stockroom for users \\(if they do not have one already\\) when they are assigned an agent role.\n\n |
| \n\nDelete Personal Stockroom\n\n | \n\nUser Role\\[sys\\_user\\_has\\_role\\]\n\n | \n\nDeletes a user's personal stockroom when all agent roles are removed from the user.\n\n |
| \n\nValidate Part Requirement\n\n | \n\nPart Requirement\\[sm\\_part\\_requirement\\]\n\n | \n\nValidates the part requirement and checks for availability of the part. Validates sourcing information.\n\n |
| \n\nInvoke template workflow & move task\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nStart workflow for service order and move subtasks to pending dispatch.\n\n |
| \n\nPopulate Group - Qualification\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nPopulates the qualification group, if possible, based on location.\n\n |
| \n\nCreate catalog\n\n | \n\nService Order Template\\[cmdb\\_serviceorder\\_product\\_model\\]\n\n | \n\nCreate a corresponding record producer if automatic publishing is on.\n\n |
| \n\nPopulate schedule\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nPopulates scheduling fields if they are not already set. They are set, only if the state changes to Pending Dispatch.\n\n |
| \n\nNotification for request\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nSends notifications when task changes if values change for fields specified in the configuration page.\n\n |
| \n\nCascade delete checklist\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nDelete checklists when service order task is deleted.\n\n |
| \n\nScratchpad\n\n | \n\nSM Config\\[sm\\_config\\]\n\n | \n\nBuilds scratchpad for SM config form.\n\n |
| \n\nValidate TOL and check availability\n\n | \n\nTransfer Order Line\\[alm\\_transfer\\_order\\_line\\]\n\n | \n\nValidates transfer order line state changes and ensures that the asset is available in the stockroom.\n\n |
| \n\nDelete all expense lines\n\n | \n\nSM Incidentals\\[sm\\_incidentals\\]\n\n | \n\nDelete expense lines when incidentals are deleted.\n\n |
| \n\nPopulate Schedule - New SOT\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nPopulates scheduling fields if they are not already set. They are set only if the state changes to Pending Dispatch.\n\n |
| \n\nPopulate Location\n\n | \n\nService Order \\[sm\\_order\\]\n\n | \n\nPopulates the location, if possible, based on the affected CI identified by the caller.\n\n |
| \n\nAdd as Primary if none set\n\n | \n\nCis Affected \\[task\\_ci\\]\n\n | \n\nAdd configuration item as primary affected CI if no primary CI exists.\n\n |
| \n\nRoll Up Changes\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nRollup state changes and estimated work times to service order.\n\n |
| \n\nBuild scratchpad\n\n | \n\nService Order Template\\[cmdb\\_serviceorder\\_product\\_model\\]\n\n | \n\nSets scratchpad for service order template form.\n\n |
| \n\nCheck asset and CI\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nSynchronizes affected Cis and affected assets.\n\n |
| \n\nUnassigned\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nSets state of service order back to ready when it becomes unassigned.\n\n |
| \n\nPropagate priority\n\n | \n\nService order \\[sm\\_order\\]\n\n | \n\nPropagates priority from service order to service order tasks.\n\n |
| \n\nApply configuration settings\n\n | \n\nSM Config \\[sm\\_config\\]\n\n | \n\nHandles changes to SM Config record.\n\n |
| \n\nUpdate agent status\n\n | \n\nService Order Task \\[sm\\_task\\]\n\n | \n\nUpdates the status of an agent assigned to a task.\n\n |
| \n\nBuild scratchpad\n\n | \n\nService Order Task Template\\[cmdb\\_servicetask\\_product\\_model\\]\n\n | \n\nSets scratchpad for service order task template form.\n\n |
| \n\nCheck TOs before reassigning\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nSets scratchpad to prevent reassigning a task when there are transfer orders in transit.\n\n |
| \n\nPrevent Duplicate Order Affected CIs\n\n | \n\nCis Affected \\[task\\_ci\\]\n\n | \n\nPrevent duplicated affected Cis\n\n |
| \n\nUnassigned\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nPrevent reassigning a task if there are transfer orders in transit.\n\n |
| \n\nSNC - Run parent workflows \\(Approval\\)\n\n | \n\nApproval \\[sysapproval\\_approver\\]\n\n | \n\nHandles order workflows when approval set to \"More info required\" or \"Duplicate\".\n\n |
| \n\ngetTaskSMModels\n\n | \n\nGlobal \\[global\\]\n\n | \n\nSlush bucket filter when linking service order templates to service task templates.\n\n |
| \n\nPrevent model change after sourced\n\n | \n\nPart Requirement\\[sm\\_part\\_requirement\\]\n\n | \n\nPrevent changing the model after the part requirement is sourced.\n\n |
| \n\nCreate AssetUsage when TOL delivered\n\n | \n\nTransfer Order Line\\[alm\\_transfer\\_order\\_line\\]\n\n | \n\nCreate asset usage once a transfer order line is delivered.\n\n |
| \n\nRelease Asset on AssetUsage delete\n\n | \n\nAsset Usage \\[sm\\_asset\\_usage\\]\n\n | \n\nMake asset available when asset usage is deleted.\n\n |
| \n\nRedirect TOL to existing TO under WOT\n\n | \n\nTransfer Order Line\\[alm\\_transfer\\_order\\_line\\]\n\n | \n\nAttempts to group transfer order lines under the same transfer order for a service order if the transfer order lines have the same \"from\" and \"to\" locations.\n\n |
| \n\nPopulate Group - Dispatch/Work\n\n | \n\nService Order Task\\[sm\\_task\\]\n\n | \n\nPopulates the dispatch group and assignment groups when only one dispatch group covers the location of a task, and only one assignment group is covered by the dispatch group.\n\n |
| \n\nNotification\n\n | \n\nTable\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\n$\\{Request\\_Label\\} created from email\n\n | \n\nService Order\\[sm\\_order\\]\n\n | \n\nTemplate that is used to build notifications for new applications created from a Service Management template. This notification should remain inactive and not be used.\n\n |
| \n\n$\\{Request\\_Label\\} changed\n\n | \n\nService Order\\[sm\\_order\\]\n\n | \n\nTemplate that is used to build notifications for new applications created from a Service Management template. This notification should remain inactive and not be used.\n\n |
| \n\n$\\{Task\\_Label\\} changed\n\n | \n\nService Order\\[sm\\_order\\]\n\n | \n\nTemplate that is used to build notifications for new applications created from a Service Management template. This notification should remain inactive and not be used.\n\n |