Creating a release without a template

If your system does not have templates defined, use this procedure to create a release. Before creating a release, ensure that the change requests that you want to link to the release are created.

To create a release without a template

1. Click the Remedyforce Console tab.
2. From the View menu, select Releases and click New.
3. In the Release Title field, enter the release title.

4. Enter other information about 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.

Release fields

The following table describes the fields that are available on the New Release form and the actions that you have to perform. Based on the layout that is assigned to your profile, some of the fields described in the table might not be available on the New Release form that is displayed to you. Common items are displayed on the form. For more information, see Common items on forms in the Salesforce page layout.

Your system administrator can apply filters to a lookup field on the Release form. Here are a few important points that help you understand the lookup filters.

• If a filter is applied to a lookup field, only the records that match the filter criteria are shown in the pop-up window. If the configured filter is optional, you can use the Show all results option to remove the filter.
• Type ahead in the lookup type fields works only on the results that are the part of the filtered results. For example, on the Category lookup field, if a filter is applied to show only Hardware and Applications as the results, then type ahead only works for those two categories. Also, if you click the lookup icon to search for the other categories by typing in the search field, the search does not return any results unless you use the Show all results option to remove the filter.
• If your system administrator has configured a custom lookup field, the type ahead functionality does not work when you are using the field for the first time. You must click the lookup icon and select the required option for the first time.

Related topic

Customizing-forms-for-the-Remedyforce-Console-tab

Using-the-Last-Queue-field