Create a release process

You can create a new release process either from scratch or from a predefined template. You can also duplicate an existing process.

After you create a release process, you define its stages. For details, see Define release process stages.

Note: Access to the release process settings depends on permissions granted to your user role. For details, see Roles and permissions.

Create a process

First, you create a release process. Then you define its stages, groups, and actions. For details on the release process flow, see Release process flow.

You can create a release process from scratch, from a template, or by duplicating an existing release process.

Method Steps
Create from scratch

To create a process from scratch:

  1. Open the Release Management module and go to the Processes tab.

  2. Click + Release Process to create a release process.

  3. Enter a name for your process, and assign the process to a release or milestone. You can select multiple releases or milestones.

  4. Define other process fields.

  5. Click Add.
Create from a template

To create a process from a template:

  1. Open the Release Management module and go to the Process Templates tab.
  2. In the grid, select a template that you want to use for a new process, and click the Create Process from Template button .
  3. In the dialog box, enter a name for your process, select a process template, and click Add.

Tip: Add the Process Template column to the Processes grid to understand which templates your processes are based on. This helps you identify a template if you need to modify any of its properties.

Admins can design business rules to prevent creating processes based on specific templates – for example, if a template is obsolete or was created for a different team.

For details about creating and using process templates, see Use process templates.
Duplicate an existing process

To duplicate an existing process:

  1. Open the Release Management module and go to the Processes tab.
  2. In the grid, click to select a release process.
  3. In the toolbar, click More and select Duplicate.

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Use process templates

Process templates help you create release processes with a predefined set of items, such as stages, groups, actions, and quality gates.

Note:  

  • Any operations on templates require relevant permissions. By default, the permissions are granted to the Release Manager and Admin roles. For details, see Roles and permissions.
  • Any changes to a template affect only new processes based on that template. When a template is deleted, it has no impact on its related processes.

Create a process template

You can create a new process template either from scratch or from an existing release process. You can also duplicate an existing process template.

When creating a process template, consider the following:

  • You can associate a template with releases and milestones. This helps you create a template for processes with different milestones in a long release.

    You can use the same template for processes outside the selected release and milestone.

  • You cannot associate a template with work items. The Work Items Count field is not available for templates.
Method Steps
Create from scratch

To create a template from scratch:

  1. Open the Release Management module and go to the Process Templates tab.

  2. Click + Process Template to create a template in the current workspace.

    Click + Shared Process Template to create a template in all the shared space's workspaces.

  3. In the Add Process Template dialog box, enter a name for your template and define other fields.
  4. Click Add.
Create from a process

To create a template from an existing process:

  1. Open the Release Management module and go to the Processes tab.
  2. In the grid, click to select a release process.
  3. In the toolbar, click More and select Save Process as a Template.

  4. In the dialog box, enter a name for your template and click Add.

    A new template is added to the Process Templates grid.

The template's items, such as stages, actions, and quality gates, are copied from the original process. The template's properties, such as the API key, Release, or Milestone, are also copied from the original process. The fields that are specific to the template entity cannot be copied.

Note: If any fields are required for a Process Template entity, the template is saved in draft mode. The Is draft grid column indicates whether the template is a draft. You can then edit the draft and define the required fields.
Duplicate an existing template

To duplicate an existing template:

  1. Open the Release Management module and go to the Process Templates tab.
  2. In the grid, click to select a release process template.
  3. In the toolbar, click More and select Duplicate.

Tip: You can view and drill down to all release processes based on a specific template, from the template's Relations tab.

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