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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.
Importing record templates
You can import a record template into your workspace.

Importing record templates

You can import a record template into your workspace.

Procedure

To import a record template:

Click File > Import > Record Templates.
From the first page of the Import Record Template wizard, open the File Browser window to locate the record template file, select it, and click Open.
Record templates files have the file extension .xmi.
Click Next.
On the Location and Record Type Selection page of the wizard, select the location and record type for which the record template will be imported, and click Finish.