This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Searching for request types and establishing the relationship type

You can search for a request type (for example, Release or Infrastructure Change) and then establish a relationship (for example, Related to) to the release.

To search for releases to relate to the current release, use the following criteria:

Release relationship searches

Search type

Criteria

Basic Search

Basic fields on the change or release form.
You can also perform advanced searches.

Categorization Search

Product and Operational Categorization fields, available in Advanced Search options.

Role based search

Support company, location or user login details based on the user role.

Date and Location

Location and date fields.

To search for request types and establish the relationship type

  1. Open the change or release request from which to define the relationship, and then click the Relationships tab.
  2. From the Request Type list at the bottom of the Relationships tab, select the type of application object to which to relate the current request.
  3. In the search window for the request type, click the Use Advanced Search link and complete the search criteria tabs with the relevant query information (for example, the Deployment Type), and then click Search.
    The search form appears.

    Note

    The contents of the search form depend on the type of application object you chose in the Request Type list.


    Release Relationship Search form (Advanced Search example)

    Tip

    Supply as much information as possible in the search dialog box to reduce the overall number of records returned by the search. Matching results appear in a search results table.

  4. From the search results table, select the request with which to create the relationship.
  5. From the Relationship Type list at the bottom of the search dialog box, select the type of relationship to create (for example, Related to).
  6. Click Relate, and then click OK to close the confirmation dialog box.
    The search window closes automatically. The related request is displayed in the Relationships table. To refresh the table, right-click in the table and select Refresh All in Table.
Was this page helpful? Yes No Submitting... Thank you

Comments