Note

   

This documentation supports the 20.22.01 version of BMC Helix Remedyforce.

To view an earlier version, select the version from the Product version menu.

Creating a release by applying a template

Best practice

To help ensure accuracy and completeness, we recommend that you use a template to create a record. A template ensures consistency in the way information is captured.
Your administrator can define templates for commonly used releases. 

Before creating a release, ensure that the change requests that you want to link to the release are created.

To create a release by applying a template

  1. Click the Remedyforce Console tab.
  2. From the View menu, select Releases and click New.
  3. In the Template field, click .

    Note

    • If you have a field of type Text Area (Rich) on the form, the selected template field values are not shown on the form immediately. The fields from template are populated when you save the record.
    • For custom fields of type Rich Text Area, hovering over the Info icon displays help text for the field.
    • For custom fields of type Picklist (Multi-Select), hovering over the Comment icon displays help text for the field.
  4. In the Templates window, select the required template.
  5. Click Save.
    The values available in the template are displayed in the record. If the Urgency and Impact fields are populated from the selected template, the priority is calculated and displayed on the form only after you click Save.
  6. (Optional) Enter other details in the release, and click Save.
    For more information, see Release fields.

    When a record is created, the following action is recorded in the Release History section that tracks the date and time when a record is created and the user details:

    Changed Status to Opened
    Created

    By default, record details for incidents and problems are not provided on the release details page. Contact your system administrators to customize the layout of the release details page to display the Linked Incidents and Linked Problems record details.

Note

If you apply a template to a release, and the template has multiple linked task templates, then the tasks are created in a separate process after the release is saved. It may take some time for the linked tasks to be displayed in the record details, or you may need to reload the record details.

Related topics

Managing templates

General settings for Remedyforce

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