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Managing change and releases
Learn how to manage change and release in the product.
Using the HCL Compass Client
Use the HCL Compass Client to submit, modify, and track change requests and to analyze project progress.
Using records to store change requests
Using record templates
When you create many records with similar input, it is often useful to create a record template for the associated record type. Then you can use the record template to create new records that are populated with field values that you use saved in the template.
Creating a record template
You can create one or more record templates for a record type and populate the desired fields with values that you use most often.

Creating a record template

You can create one or more record templates for a record type and populate the desired fields with values that you use most often.

Procedure

To create a record template:

Select File > New and select a record type.
In the Create window, populate the desired fields with values that you use most often.
Select New... from the Load list at the bottom of the window.
In the New Record Template window, type a name for the template.