Defining the Selection Criteria for a Baseline or Release Template

Follow this procedure when you want to add or amend the selection criteria that specify which items are included in a baseline or release.

PRIVILEGES Manage Baseline and Release Templates

To define the selection criteria for a baseline or release template:

1. From the Baseline and Release Templates main window, select the baseline or release template for which you want to define the selection criteria in the navigation pane. This will display the template details in the content pane.

2. To add a new selection criterion, click the Add button. The Add Selection Criterion dialog box opens.

   To edit an existing selection criterion, select the criterion in the Selection Criteria section of the content pane and click the Edit button. The Edit Selection Criterion dialog box opens.

   To delete a selection criterion, select the criterion in the Selection Criteria section in the content pane and click the Delete button. A dialog box asking you to confirm the deletion opens.

3. For item baseline templates, select the following:

1. From the Item Type list, select the item type to which the criteria applies.

2. From the Lifecycle State list, select the lifecycle state or build stage to which the criteria applies. Choose an actual state or one of the implicit values. See About Item Baseline Template Selection Criteria.

3. If you chose an actual state or stage from the Lifecycle State list, select a value from the State Selector list. See About Item Baseline Template Selection Criteria.

4. For request baseline templates, specify the following:

1. From the Request Type list, select the request type to which the criteria applies.

2. From the Request Status list, select the lifecycle state to which the criteria applies.

3. From the Baseline Status Code list, choose the option that applies to the Status selected. See About Request Baseline Template Selection Criteria.

5. For release templates, specify the following:

1. From the Part Id list, select the highest-level design part to which the criteria applies.

2. In the Variant field, enter the design part variant.

3. From the Item Type/Group list, select an item type or group.

4. (Optional) In the Release Subdirectory field, specify a subdirectory name for the items selected by the criteria.

6. Click OK.

Related Topics

About Release Template Selection Criteria

New/Edit Selection Criterion Dialog Box for an Item Baseline Template

New/Edit Selection Criterion Dialog Box for a Release Template