This documentation supports the 23.3 version of BMC Helix Change Management.To view an earlier version, select the version from the Product version menu.

Creating a change request by using a change template

The Change Template function enables you to select any templates for your support group. Use change templates to quickly and efficiently create standard change requests with a minimum of mouse clicks and key strokes. Change templates are useful to create a change request that follows well-defined methods for specific and repeated requirements such as Installs, Moves, and Add Changes. Change templates are most helpful to new and occasional Change Management users.

Related topic

Configuring templates

To create a change request by using a change template

  1. Create a new change request.
  2. From Select template, click Browse.
  3. Select the template.
    You can also search for templates that you need.
    image2023-1-9_15-17-28.png
  4. Click Select template.
    The contents of the template are applied to the change request. The change template overwrites any field values that are already present in the change request, including any relationships or tasks included with the change request.


Instructions for classic interfaces


View instructions for classic Smart IT

To create a change request by using a change template

  1. Create a new change request.
  2. Enter the search criteria and select the change template.
    image2023-1-9_15-46-4.png
  3. Click Continue.
    The contents of the template are applied to the change request. The change template overwrites any field values that are already present in the change request, including any relationships or tasks included with the change request.
View instructions for Mid Tier

To create a change request by using a change template

  1. Create a new change request.
  2. To attach a change template click the Template field on the change form.
    You can apply the change template in the Draft state; that is, while creating the change request.

  3. On the Change Template Selection dialog box, click View to examine the contents of a change template.
    The template appears in read-only mode. Viewing a template enables you to see its relationship, its task and task group templates, and other important features. You cannot create, modify, or delete change templates in the Change Management application; you can only view them. You must use the Application Administration console to create, modify, or delete change templates. Besides change managers, users with Infrastructure Change Master and Change Config permissions can create, modify, and delete change templates. Any member of your support group can modify change templates for that group. For more information, see Configuring templates.

    Important

    By default the Change Type and Uses Phases fields are not displayed. To view these fields, users can select these values from the Preferences > Add column menu.

  4. Select a template and click OK.
    • The contents of the template are applied to the change request. The change template overwrites any field values that are already present in the change request, including any relationships or tasks included with the change request.
    • The value of the Notes field value from template is appended to existing value.
    • NULL values in the template overwrite existing values, except for the following fields:
      • Summary
      • Categorization Tier 1
      • Change Timing
      • Change Type
      • Impact
      • Priority
      • Location Company
      • Product Cat Tier1
      • Region
      • Risk Level
      • Service+
      • Urgency
      • Change Environment
      • Lead Time
      • Change Reason

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*