How to create a release model

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Build > Release > Models > New. Service Management displays the New Model form.

Complete the General model details section.

Field	Description
Title	A name for the model. Best practice: Choose a meaningful, descriptive, and relatively short name. The name is often the only identification used in selection lists and in other areas to identify components.
Description	A description that captures the details of the model.
Service	The main service affected by the changes in the release created using this model. If you do not select a value, the model is available for selection with all releases.
Category	The category of changes in the release created using this model. Service Management uses the category to classify records.
Release type	Type of release: Minor Major Emergency

Click Attachments > Add to upload a file to the change model.

Note

The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
The maximum file size of an attachment is 10 MB.
If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
Attachments are not visible in the Service Portal.

Click the User options tab to add custom fields to the model.

The user options tab allows you to add custom fields to the release model.

If you add custom fields, Service Management automatically adds the User options default values section to the Default values tab.

Click New field to add a field.

The properties for each field are shown in the right pane.

Property	Description
Name	The name of the user option. The name: Must start with an upper case letter. May contain alphanumeric characters only (A-Z, a-z, 0-9). May not contain spaces. Must end with _c. This suffix is added automatically. You do not need to enter it manually.
Display name	The display name of the field in the Service Management user interface.
Field type	The field type: String. A textual value. Boolean. A true or false value. Numeric. A numeric value. List. A list of values. Select a predefined list, or click Add to define a new list. Edit the list's items if desired. When List is selected, the List order field appears. Select Alphabetical to sort the list alphabetically, or Ordinal to sort the list by the user-defined order. For more information, see Create or edit a list in the User Options tab. For editable lists, you can edit the list items here. For more information, see Lists. Date. A date value. Rich text. A value in rich text format.
Field size	The size of the field in the Service Management user interface. Select Medium or Large. In the Service Portal, all fields are displayed as a fixed size, one field per line, regardless of the selected field size.
Required	Determines whether the field is mandatory or not. That is, if selected, the user must fill in a value for this field.
Map values by	Enables mapping fields from a parent list to the items in this list. Available: For the List field type only.

Repeat for each new field.
Click the Move Up and Move down buttons on the toolbar to determine the order in which the user options should be displayed.

Click the Rules tab to add business rules to the model.

For each of the process events, you can add rules to run before or after the general record business rules. For more information, see Release model business rules.

Click the Task plan tab to add tasks to the model.

For more information about the task plan, see How to build a task/approval plan.

Click the Default values tab and complete the information relevant for the model.

The record fields displayed are the same as those detailed in How to create a release record. However, out-of-the-box, Service Management disables some fields when creating a model. If you have the appropriate rights, you can customize this behavior.

Release details

Field	Description
Title	This field is not relevant when creating a model. This field is enabled when you create a record..
Description	A description that captures the details of the release.
Reason for Release	The reason for the release. Choose a reason that most closely matches the purpose of the changes.
Latest execution date	This field is not relevant when creating a model. This field is enabled when you create a record..
Justification	The justification for the release. What is the reason for the release? Best practice: be as specific as possible.
Requested by	This field is not relevant when creating a model. This field is enabled when you create a record.
Change list locked	This field is not relevant when creating a model.

Classification

Field	Description
Priority	The priority for implementing the release. This is a read-only calculated field.
Urgency	This field is not relevant when creating a model. This field is enabled when you create a record.
Impact	The global effect on the user community. Consider whether the problem affects the entire enterprise, a business unit, or an individual. Expression Language mode is available to complete this field.
Risk	The risk involved in making the release. Expression Language mode is available to complete this field.
Release type	The type of release.
Owning group	The group responsible for dealing with the release. Expression Language mode is available to complete this field.
Owner	The person responsible for dealing with the release. Expression Language mode is available to complete this field. Note: The drop-down list only displays people who are members of the owning group.
Service	This field is not relevant when creating a model. This field is enabled when you create a record.
Category	The category of the release.
Release model	This field is not relevant when creating a model. This field is enabled when you create a record.

Simple and Expression Language modes

For the indicated fields, the following are available:

Simple Mode. Enter the default value in the text box, or for a list, select a value from the drop-down list, or select or deselect an option field.
Expression Language Mode. Enter an Expression Language phrase that returns the default value.

Click the Expression Language button to toggle between these options. When the button is selected (green), the field is in Expression Language mode. When it is not selected (white), the field is in Simple mode. For a full list of Expression Language functions, see Expression Language functions and syntax.

Click Save icon Save on the toolbar.

When you create a model, Service Management automatically creates the workflow and displays the model in draft status.

Click the model's workflow tab to see the workflow and status.

You may edit the release type only when the model is in draft status.

To change the status to active, you must have the appropriate rights. For more information about model status, see How to activate a release model.