Home
Developing
Learn how to develop schemas by using the HCL Compass Designer.
Developing Schemas
You can develop or modify schemas with the HCL Compass Designer.
Customizing a schema
To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
State models
This topic explains the concept of HCL Compass state models.
State models and the state transition matrix
Each state-based record type has a state transition matrix that lists its valid states and the actions that move the record between states.
Deleting states
You can delete a state that no longer has any state transitions to or from other states.

Developing
Learn how to develop schemas by using the HCL Compass Designer.
- Developing Schemas
  You can develop or modify schemas with the HCL Compass Designer.
  - Understanding the functions of the HCL Compass schema developer
    This topic provides an overview of the tasks typically performed by a schema developer.
  - Overview of the HCL Compass Designer interface
    The HCL Compass Designer includes several different windows, or views, that you will use to perform your schema development tasks.
  - HCL Compass schemas
    This topic explains the concept of a HCL Compass schema.
  - Customizing a schema
    To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
    - Record types
      This topic explains the concept of a HCL Compass record type.
    - Working with fields
      You use fields to control the type of data that users can add to a user database.
    - State models
      This topic explains the concept of HCL Compass state models.
      - State model for the Defect record type
        This topic lists the states of the Defect record type.
      - State model for the EnhancementRequest record type
        This topic lists the states of the EnhancementRequest record type.
      - State type models for packages
        This topic explains the concept of HCL Compass state type models.
      - Supporting a mixed local character set or a UTF-8 multilingual database
        This topic provides guidelines for supporting a mixed local character set deployment or a UTF-8 (8-bit Unicode Transformation Format) multilingual database.
      - Considerations in state model design
        This topic explains the issues that an effective state model must address in the design phase.
      - State models and the state transition matrix
        Each state-based record type has a state transition matrix that lists its valid states and the actions that move the record between states.
        Displaying the state model for a record type
        You can review the state model, including the defined states and actions, for a record type in the State Transition Matrix.
        Adding states to the state transition model
        Before you add a state to the schema, you must add the state to a state transition model (called the state transition matrix), and then create a state transition.
        Mapping state types
        If you add a state to a schema that uses state types, you must map that state to the appropriate package state type.
        Changing state names
        You can change the name of a state in a state model, and the name is updated in any actions that refer to it.
        Deleting states
        You can delete a state that no longer has any state transitions to or from other states.
    - Actions and action types
      Actions are the mechanism for submitting new records to the database, moving records from one state to another, and modifying or deleting records.
  - Schemas and packages
    This topic explains the concept of using schemas and packages in HCL Compass.
  - Packages and integrations
    This topic explains the concepts of HCL Compass packages and integrations.
  - Test Management and Requests
    You can use the Compass TestManagement and Requests feature to create and track test plans and add approval processes to the record.
  - Working with Forms
    You must create a record form for each record type in your schema. You can also define a submit form for each record type.
  - Creating a security model
    This topic provides an overview of the process to create a security model.
  - Using hooks to customize your workflow
    This topic provides guidelines for using hooks to implement your workflow.
  - Record locking
    When multiple users attempt to simultaneously update a record, the database locking model ensures that the update from each user succeeds as a unit, but each update overwrites the previous update.
  - Customizing the Web
    The Designer provides many ways to customize the underlying schema and functionality that the HCL Compass Web client accesses.
  - HCL Compass email
    This topic provides a description of the supported HCL Compass Web client email features.
  - Importing and exporting data
    This topic describes how to import and export data between HCL Compass databases, and how to import data into a HCL Compass database from another defect tracking system.

Deleting states

You can delete a state that no longer has any state transitions to or from other states.

Procedure

To delete a state:

Start the Designer.
In the Schema Repository Explorer view, expand the Record Types folder and double-click on a record type.
The record type editor opens.
Click on the States tab to view the state transition matrix.
In the state transition matrix, right-click the state that you want to delete and click Remove.
Click OK to delete the state.