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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.
Loading and updating a record template
You can load and update a record template stored on your file system.

Loading and updating a record template

You can load and update a record template stored on your file system.

Procedure

To load and update a record template:

Select File > New and select a record type. The Create window opens for the selected record type.
Using the Template list at the bottom of the window, select the desired template and click Load.
Modify the field values in the record template. Then select Update from the Load list.