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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.
Exporting record templates
You can export a record template to your file system for later import to another Compass database or to share amongst colleagues.

Exporting record templates

You can export a record template to your file system for later import to another Compass database or to share amongst colleagues.

Procedure

To export a record template:

Click File > Export > Record Templates.
On the Location and Record Type Selection page of the Export Record Template wizard, select the record template file to export.
Record templates files are exported in the .xmi file format.
Click Next.
On the Export File Information page, type a name for the record-template file and click Finish.