Release Templates

Release Templates

The SDAdmin can define templates for frequently created release requests by adding the required fields, auto-populating the fields, and associating users with roles. Using these templates, technicians can create release requests quickly and by providing minimal information.

Role Required: SDAdmin

Configuring a Release Template       

To create a release template,
  1. Go to Setup> Templates & Forms > Release Template.
  2. Select the respective customer from the filter in the header.
  3. Click New Release Template.
The template has three main blocks, namely Header, Field List, and Canvas.
Header
Provide basic details of the template.
  1. Template Name* - Enter a name unique to the customer for the template.
  2. Comments - Briefly describe the usage of the template.
  3. Type - Choose a release type for the template.
  4. Workflow - Select the workflow to be associated with the template.
Field List
The field list in the right pane contains two tabs: Available Fields and New Fields.
  1. Available Fields - Contains default and additional fields configured in the application that are not used in the canvas. Drag any field from this list to the canvas.
  2. New Fields - Contains various field types that you can use to create additional fields instantly for the release template. To create a new field, drag a field type to the template canvas and add the required details.
    1. Based on the selected field type, the field properties vary.
    2. You can create additional fields under Setup > Customization > Additional Fields > Release.
You can also add sections to the template from the right pane. Use the New Section button to add sections to the template and group the fields within the section.
Canvas
The canvas contains various fields that are vital in capturing information about the release. Some fields are system-defined.

To customize sections added to the canvas,
  1. By default, sections are untitled. Click on the left corner of the section header to name the section.
  2. Hover over a section and click to set the following section properties:
    1. Number of Columns - Choose if you want the section to have one or two columns.
    2. Label Orientation - Choose if you want the field labels to be aligned on the left, top, or right to the input boxes.
    3. Collapsed State - You can choose to collapse sections automatically while loading the form. This property can be defined only if the section is named.
    4. Click Delete Section to remove the section from the template. The fields in the section will be moved to the field list on the right pane.
  3. Click on the section header to drag the section anywhere in the canvas.
To customize fields added to the canvas,
  1. Hover over a field to define the field properties.
    1. Click to mandate the field and allow requesters to view/set the field value.
    2. Click to remove a field from the template.
    3. Click or on the either sides of the field to adjust the field width.
    4. Use to move the field within or across sections.
  2. Specify values in the field to set default values.
Info
Mandating Item field will also mandate Sub-category and Category fields.
Hard-coded fields  or sections containing hard-coded fields cannot be removed from the template. However, you can move these fields to other sections before deleting a section.
Click Save.

Roles         

Manage roles related to the release and assign default users to the roles.
To add new release roles,
  1. Go to the New Fields tab on the right pane and use the New Role element.
 
To assign a default user to a role,
  1. Click the required role.
  2. Select the user from the drop-down and the user will be auto-assigned to the corresponding role in release requests configured using this template.
You can assign release roles to both requesters and technicians in your organization.
Info
You can add and manage release roles under Setup > Customization > Release Management > Release Roles. Learn more.
Click Save.

Tasks        

Assign technicians to tasks and configure the tasks to be triggered when needed.

To configure tasks,
  1. Select the Tasks tab in the left pane.
  2. Click Add Task.
  3. Select the release stage where the task must be executed. Stage will be auto-applied when a task is created from a release stage.
  4. Populate the Add Task form fields as explained here or select a task template from the drop down
  5. Click Save. 

 
 

 
You can perform the following actions on the tasks:
  1. Edit/Delete Tasks - Use the icon beside the task title to edit or delete a task. To bulk-delete tasks, select the tasks and use the Delete button.
  2. Filter Tasks Displayed - Use the Filter by stage drop-down to filter the tasks displayed. Depending on the filtering option selected, you can move tasks to different stages, organize the tasks within a stage, or mark task dependencies.
    1. Move Tasks to Different Stages - You can move tasks to different stages when All Stages is selected in the Filter by stage drop-down. Select the task to be moved and use the Move Stage drop-down to select the stage where the task must be moved to.
    2. Organize Tasks - When the tasks are filtered by a stage, you can organize the order of task execution within the stage using the Organize button.
    3. Mark Dependency among Tasks - Click Tasks Dependency to go to the Task Dependency Map where you can mark the parent and child tasks as explained here.
  3. Search Tasks - Use the icon to search through tasks based on a criteria. Add the criteria and value and click Enter. After the results are displayed, you can add multiple search criteria using the icon or click on the existing criteria to edit it.
  4. Define Table Settings - Click the icon to select the number of records displayed on the tasks page and sort the tasks by the column values.
 

Form Rules        

Form rules allow you to customize release forms based on the data provided by users while creating or editing a release request. You can define field restrictions and execute predefined actions when the user input matches certain conditions. Form rules enable the usage of the same template for different purposes.
Info
Form rules can be applied only to the fields in the Submission stage of a release.
By default, global form rules are configured under Setup > Templates and Forms > Form rules > Release will be reflected here. You can also set up form rules by clicking New. Follow the pointers below to set up a form rule:

To create form rules,
  1. Go to Form Rules tab. By default, global form rules configured for the template under Setup > Templates and Forms > Form Rules > Release will be reflected here.
  2. Click New to set up template-specific form rules.
  3. Define the form rule as explained here.
  4. Click Save. 
 

Configure Additional Settings        

You can configure the release templates task trigger settings from the Additional Settings tab.
  1. To configure task trigger settings, select one of the following options from Task Trigger drop-down.
    1. At Release Creation - Trigger tasks automatically when the release request is created.
    2. When transitioning into a release stage - Trigger tasks within a stage automatically when the release stage is reached for the first time.
    3. Manually - Allow release users to manually trigger tasks from the Tasks tab in release details page.
  2. Click Save.

 

List View Actions        

Release templates are created as two types:
  1. - General Template
  2. - Emergency Template
You can manage the release templates from the list view page and perform the following actions:
  1. Edit/Delete/Copy/Enable/Disable Templates - Use the icon to edit, delete, copy, enable, or disable a template. You can also use the Copy Template button on the toolbar to copy a template.
  2. Mark Template as Default - Set the frequently used template as default template by clicking icon next to the template name.
  3. View Associated Form Rules - Hover over the icon to view the form rules associated with the template. If no form rules are present, the icon will be greyed out.
  4. Search Templates - Use the icon to search through templates based on a criteria. Add the criteria, value, and click Enter. After the results are displayed, you can add multiple search criteria using the icon or click on the existing criteria to edit it.
  5. Customize List View - Limit the number of templates and define the sort order of the templates displayed in the list view using icon .
  6. Status: Enable or Disable a template using the status toggle.
Info
You cannot delete or disable the default template.



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