Use the information in this topic to understand different scenarios when applying a change template to a change record.
Scenario 1: Template Name or Template ID is provided
If the source automation system provides a Template ID or Template Name as part of the inputs to create the change record, the corresponding template is searched and applied to the change record.
For example, if source automation system provides the Template Name as Automation, the relevant automation template is searched and applied to the change record.
Scenario 2: Template Name or Template ID is not provided and template selection rules are defined
If a template selection rule is defined, a change template with the best match to the input criteria is applied to the change record.
For example, you define a rule called MyAutomationRule1 with the following attributes:
- Change class: Normal
- Impact: Medium
- Urgency: Medium
- Template Name: Normal template
- Company: Calbro Services
If the search criteria matches these attributes, the template corresponding to MyAutomationRule1 is applied.
Scenario 3: Template Name or Template ID is not provided and template selection rules are not defined
If the Request for change (RFC) does not contain a Template ID or Template Name and if there is no template selection rule defined, default values are applied to the change record.
The following default values are applied:
| Change attribute | Default value |
|---|---|
| Urgency | Low |
| Impact | Low |
| Class | Normal |
Rule status and template status relationship
After you have defined rules for available templates, depending upon their states (Enabled/Offline), appropriate rule or template is applied for the change record. For information about template statuses, see
Setting the template status
in the BMC Remedy Change Management 9.1 online documentation.
The following table describes the combinations of different statuses of rules and templates:
| Rule Status | Template Status | Outcome |
|---|---|---|
| Enabled | Offline | The rule is not applied for template selection because the template corresponding to the rule is unavailable. |
| Offline | Enabled | The rule is not available for template selection. However, the template is available for other rules. For example, consider a template, which is matching for rule A, B, and C. If you disable rule A, the template is still available for rule B and C. |
| Enabled | Enabled | The rule is available and corresponding template is applied during creation of change record. |
| Offline | Offline | The rule and corresponding template are not available and are not applied during creation of change record. In this scenario, default values are applied. |
Where to go from here
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