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.

Editing releases

You need object-level permission to edit a release record. You cannot edit a closed release record. If a release is not assigned to you, you can edit it only if you meet one of the following conditions:

  • The release is assigned to a release owner who is lower in the Role Hierarchy than you are and you have Read Access to the Release custom object.
  • The release is assigned to a queue, and you are a member of this queue.

To edit a release

  1. Click the Remedyforce Console tab.
  2. From the View menu, select Releases.
  3. From the list of releases, select the release that you want to edit.
  4. Update the information in the required fields.

    To apply a template on an existing record, system administrator must select the Allow applying of templates on an existing record check box on the General Application Settings page. If the check box is not selected, the Template field is shown inactive. For more information about the Allow applying of templates on an existing record check box, see General settings for Remedyforce.

    Note

    If the Allow applying of templates on an existing record check box is enabled and you have a field of type Text Area (Rich) on the form, the template field values are not displayed on the form immediately. The fields from template are populated when you save the record.

  5. (Optional) To revert the changes that you make to a release before saving the record, click Reload.
  6. To update the release, click Save.

To edit multiple releases

To be able to update multiple releases, the Enable multi-record updates in list views check box for the Releases console view must be selected in the Remedyforce console tab settings. For more information, see Customizing the Remedyforce Console tab .

  1. Click the Remedyforce Console tab.
  2. From the View menu, select Releases.
  3. Select the check boxes for the records that you want to edit, and click Update.
    You can update only 200 records at the same time.
  4. From the Field list, select the field that you want to update for the selected records.
    Only the fields that are shown on the list view are available in the Field list. Fields of type Auto Number and Formula are not available in the Field list. If you do not have permission to edit any of the fields in the list view, the field is not available in the Field list.
  5. Enter or select a value for the selected field.
  6. Click Apply.
  7. To update more values, repeat step 4 to step 6.
  8. Click OK.

When you click Update to close multiple records on Remedyforce Console tab, if the error message appears for even a single record, none of the records are updated. You must correct the errors or remove the record and retry the update.

How changes to releases are tracked

When you edit a release, the changes are tracked in the Release History section. All fields on the release form are not tracked. The following fields on the Release form are tracked by default:

  • Budget Available
  • Category
  • Completion Date
  • Deployment Type
  • Due Date
  • Impact
  • Priority
  • Record Update Count
  • Release Type
  • Status
  • Urgency

If your system administrator is tracking the Record Update Count field and you modify a tracked field, two records are created in the Release History section. One record specifies the change and the other record displays the number of times the release is modified.

The following table provides an example of the records that are created in the Release History section based on whether tracking is enabled for the Status and Record Update Count fields.

Tracking enabled for the Status fieldTracking enabled for the Record Update Count fieldRecords created in Release History section
YesYes
  • Changed Status from Opened to Pending.
  • Changed Record Update Count from <x> to <y>.
NoYesChanged Record Update Count from <x> to <y>.
YesNoChanged Status from Opened to Pending.
NoNoNone

Related topics

Enabling field history tracking

General settings for Remedyforce

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