Release Status Customization

Users select Release Statuses when adding or editing a Release on the Enterprise, Project, and Independent Release pop ups.

Location of Release Statuses

Release Statuses are found on the Details tab of the Enterprise, Project, or Independent Release pop ups.

To locate Release Statuses:

  1. Go to Release > Manager.
  2. Click the Releases toggle button (if present).
  3. Click to open a Release.
  4. The Release Status drop-down menu is in the Details panel under the first tab (ReleaseProject, or Independent).
    Reskin472

 

Add a Release Status

To add a Release Status:

  1. Go to Settings > Customization > Releases.
  2. Click Release Status.
  3. Click Add Field.
  4. Type the new Release Status Name.
  5. Click to select a Mode:
    • Planning: For statuses relating to the initial stages of software development such as analysis, design, and estimation.
    • Execution: For statuses relating to the actual development of software, such as development, testing, and review.
    • Implementation: For statuses relating to the final stages of software development such as promoting software to Approved for Release, Deploying to Stage, and Production.
    • Completed: For statuses relating to the successful delivery of software to production.
      • Makes the status an end state.
      • Releases with an end-state status will not appear in drop-down menus.
    • Cancelled: For statuses relating to the software not being delivered to production.
      • Makes the status an end state.
      • Releases with an end-state status will not appear in drop-down menus.
  6. Click to select one or more of the Default checkboxes to make the item the default selection for Enterprise Enterprise, Project Project or Independent Independent Releases.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Edit a Release Status

To edit a Release Status:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Click to select the Release Status.
  4. Click Edit Field.
  5. Edit the Release Status Name.
  6. Click to select a Mode:
    • Planning: For statuses relating to the initial stages of software development such as analysis, design, and estimation.
    • Execution: For statuses relating to the actual development of software, such as development, testing, and review.
    • Implementation: For statuses relating to the final stages of software development such as promoting software to Approved for Release, Deploying to Stage, and Production.
    • Completed: For statuses relating to the successful delivery of software to production.
      • Makes the status an end state.
      • Releases with an end-state status will not appear in drop-down menus.
    • Cancelled: For statuses relating to the software not being delivered to production.
      • Makes the status an end state.
      • Releases with an end-state status will not appear in drop-down menus.
  7. Click to select one or more of the Default checkboxes to make the item the default selection for Enterprise Enterprise, Project Project or Independent Independent Releases.
  8. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Sort Release Status

Sort Manually

Sorting Release Statuses manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release Statuses manually:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Release Status.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Release Statuses by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Click a column header.
    The Release Status will revert to their previous order when you click away from the Customization page.

 

 

Delete or Replace a Release Status

Deleting a Release Status will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing a Release Status will replace it in existing Release records.

To delete or replace a Release Status:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Click to select the Release Status.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Release Status from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

Enable Workflows

Workflows allow users to:

  • Create a sequence of Release Statuses for each Release Type, from an initial status to an end status.
  • Assign the privilege of setting that status to User Roles (Permission Roles).

If workflows are turned off, all Release Statuses will appear in the Release Status drop-down menus in Environment Requests. If workflows are turned on, only the Release Statuses set for that Release Type or the default Release Status will appear.

To enable workflows:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Click to select the Enable Release Workflow checkbox.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Create a Workflow

Users can create workflows for each Release Type with assigned Permission Roles or User Groups.

To create a workflow for a Release Type:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Click Open Release Workflow Diagram window.
  4. Select a Release Type.
  5. Drag and drop statuses from the Available statuses column.
  6. Make connections between status boxes by clicking and dragging the yellow button between status boxes.
    Delete connections by double-clicking them.
  7. Set Initial Status on one status box by clicking to select the triangular play button: 
    • Setting an initial status is mandatory.
    • The initial status is auto-selected when the user selects a Type.
  8. Set the order priority of the Status in the workflow or Status field by typing a number in the bottom right corner:
    • Statuses must have an order priority number to appear in the workflow or the Status field.
    • Numbers must be positive integers, for example, 1, 2, 3. Zero is also acceptable.
    • Numbers must be unique. For example, if a user entered 1, 2, 2, 3, only one of the 2 Statuses would appear in the Status drop-down menu.
  9. Click Save.
  10. Click the cogwheel-shaped Settings button.
  11. Select an SLA Breach Time to set how much time users have to move to the next Status before it is in breach.
  12. Select an SLA Breach State Color from the drop-down menu.
  13. Select an SLA Breach State Font Color from the drop-down menu.
  14. Select the Permissions user Groups / Roles that may update the workflow.
  15. Click Save & Close.
  16. Remove statuses from the workflow by clicking the delete button.
  17. Click Save.
  18. Close the workflow diagram pop up by clicking the X in the top right corner.
  19. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Copy a Workflow

Users can save time by copying workflows instead of recreating them from scratch.

To copy a workflow:

  1. Go to Settings> Customization > Releases.
  2. Click Release Status.
  3. Click Open Release Workflow Diagram window.
  4. Click Copy To.
  5. Select a Release Type from Select the Type to Copy Workflow drop-down menu.
  6. Click Copy & Save.

 

Back to the top arrow

Related Articles

Contents

Be the first to find out about new features. Subscribe to the Release Notes email.

Was this article helpful?

Thanks for your answer!