Managing procedures

If you want to use a set of steps in multiple requests, you can create a procedure from the steps and add the procedure to the requests. In this context, a procedure is a reusable group of sequential steps. You can create a procedure only after you have created a request and then added steps to it. After you create a procedure, you can add it (as many times as you want) into a particular request.

You can add procedures in series to a request. You need not create individual steps and add them one by one. When you add procedures serially, the system enables you to use existing procedures. After you have added the procedures, you can reorder steps within the procedures.

Conditional procedures are those procedures whose execution depends on the conditions that you set. You can set conditions that depend on the property or on the runtime phase. When you want to set a condition on a step, you click the icon next to the step and select the execution condition dialog box's property check box or runtime phase check box to set your conditions.

This topic describes how to create and use procedures:

• • To create a procedure
  • To add a procedure
  • To reorder steps in a request
  • To add serial procedure step
  • To organize steps and procedures in a request
  • To create a conditional procedure
  • To manage a procedure
  • To select a different application for a procedure
  • To reorder steps of a procedure

To create a procedure

1. Click the Requests tab.
2. Click a request to which you want to add a procedure.
3. Click Create Procedure on the right.
4. In the Name field, type a name for the procedure.
5. (Optional) Add a description in the description field.
6. Click Create Procedure.

After you have created a procedure, you can add it to the request.

To add a procedure

1. Click the Add Procedure button.
    A dialog box with the list of the procedures is displayed.
2. Click Add next to your required procedure in the list.
    The procedure is added to the request.

To reorder steps in a request

Reordering steps in a request can be divided into two workflows. One is (i) to reorder steps of a procedure and (ii) to reorder steps within a procedure.

To reorder the steps of a procedure

1. Click the Reorder Steps button.
2. When the steps list appears, drag and drop the steps to reorder according to the needs of the release.
3. Click Done Reordering.

To reorder steps within a procedure

You may have added more procedures to your request by following the To add a procedure process. There may be multiple steps within the procedure. You may have a need to rearrange or reorder the steps within this procedure.

1. Click the Reorder Steps button.
    The steps list appears.
2. Click the arrow on a step box that has multiple steps within it (the number of steps within a step box is displayed).
3. When the step box opens, drag and drop the steps to reorder according to the needs of the release)
4. Click Done Reordering.

To add serial procedure step

1. From the Requests tab, click the request to which you want to add steps.
2. Assuming that you already have existing procedures and steps and now want to add a serial procedure, click the add serial procedure step link for which you want to add a serial procedure.
3. Add the entries in the various fields.
    When you select a component from the Component list, the version field opens.
4. Select the required version for the component.
5. Click the appropriate button:
   • Save Step to add a single step
   • Save and Add New to add more serial procedure steps

To organize steps and procedures in a request

1. Select the project on the Projects tab.
2. In the projects list, click open the project.
3. Click the Requests tab.
4. Click the relevant request.
5. Click Reorder Steps.
6. Perform one of the following actions:
   1. To add a procedure, drag the procedure from the list of procedures on the right and drop it into the list of steps. You can place it before, after, under, or above any other step or procedure.
   2. To reorder a step or procedure, drag the step or procedure to any new position in the request — before, after, under, or above any other step or procedure — and drop it.
7. Click Done Reordering.
    The new arrangement of steps and procedures is displayed for the request.

To create a conditional procedure

1. After you have opened the request, click the icon on the right next to the procedure.
2. In the Edit Condition dialog box, select the required step from the Step list.
3. Set the appropriate option:
   • Property Value
     1. Select the property from the list.
     2. In the Required Value field, enter the required value.
     3. If you had set a condition previously and want to remove it, then deselect the Remove Condition field.
     4. Click Add Condition.
   • Runtime Phase
     1. Select the step from the Step list.
     2. Select the runtime phase from the Runtime Phase list.
     3. If you had set any earlier condition and want to remove it, then deselect the Remove Condition field.
4. Click Add Condition.

To manage a procedure

1. Select Environment > Metadata > Manage Procedures.
2. Click open the procedure that you want to manage.
3. Perform the following action:
   • Change the name or description of the procedure.
   • Select a different application to associate with the procedure.
   • Change the order of steps in the procedure.
4. After you finish, click Update.

To select a different application for a procedure

1. Select Environment > Metadata > Manage Procedures.
2. Click open the procedure that you want to manage.
3. In the Application field, select a new application.
4. Select multiple procedures if required by using the Ctrl key.
5. Select Update.

To reorder steps of a procedure

1. Click open Environment > Metadata > Manage Procedures.
2. Click open the procedure for which you want to reorder the steps (it is assumed that your procedure has multiple steps or that you have added multiple steps for a procedure).
3. Click the Reorder Steps button.
4. When the steps list appears, drag and drop the steps to reorder.
5. Click Done Reordering.