Creating a release by applying a template

To help ensure accuracy and completeness, BMC recommends 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.

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.

Related topics

Managing templates

General settings for Remedyforce