Welcome
Developing
Learn how to develop schemas by using the DevOps Plan Designer.
Developing Schemas
You can develop or modify schemas with the DevOps Plan Designer.
Working with approvals
Users can use Approvals to view and manage approval requests that are either pending or completed using the Pending Requests and Completed Requests tabs.
Creating an approval request

Overview
Learn general information about the product.
Install and deploy DevOps Plan
Find information about installing and deploying DevOps Plan client and server software.
Developing
Learn how to develop schemas by using the DevOps Plan Designer.
- Developing Schemas
  You can develop or modify schemas with the DevOps Plan Designer.
  - Understanding the functions of the DevOps Plan schema developer
    This topic provides an overview of the tasks typically performed by a schema developer.
  - Overview of the DevOps Plan Designer interface
    The DevOps Plan Designer includes several different windows, or views, that you will use to perform your schema development tasks.
  - DevOps Plan schemas
    This topic explains the concept of a DevOps Plan 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.
  - Schemas and packages
    This topic explains the concept of using schemas and packages in DevOps Plan.
  - Packages and integrations
    This topic explains the concepts of DevOps Plan packages and integrations.
  - Test Management and Requests
    You can use the DevOps Plan 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.
  - Working with charts
    Charts are essential tools for visualizing data and managing projects. You can use Gantt and timeline charts for project management based on availability in different schemas.
  - Working with approvals
    Users can use Approvals to view and manage approval requests that are either pending or completed using the Pending Requests and Completed Requests tabs.
    - Creating an approval request
    - Modifying an approval request
    - Working with approval requests
      Use the Approvals feature to view and manage approval requests that are either pending or completed.
  - 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 DevOps Plan Web client accesses.
  - DevOps Plan email
    This topic provides a description of the supported DevOps Plan Web client email features.
  - Importing and exporting data
    This topic describes how to import and export data between DevOps Plan databases, and how to import data into a DevOps Plan database from another defect tracking system.
  - Importing data into DevOps Plan using Import feature
    The Configuration > Import feature allows teamspace admins or userdb super-users to add data to the DevOps Plan application. There are two primary methods for bulk data import: using sample data and uploading a zip file.
  - Enhancing the Export to JSON feature
    You can use the Export to JSON feature to export detailed information related to a record into a JSON format.
  - Cloning existing records
    By cloning existing records you can create an exact copy of an existing record. This ability is useful when you have to create similar records frequently, ensuring consistency and saving time.
Integrating
You can integrate DevOps Plan with other software by adding packages to existing schema.
Extending product function
Learn how to extend the product.

Creating an approval request

Procedure

To create an approval request for any record or a work item:

Open a record or a work item and click Approvals available in the Details tab.
Click the Edit record icon.
Choose one of the following methods to create an approval request:
- In the Quick Approval Add section, type an approval headline, choose a reviewer and click Add to create an approval request quickly. Then, go to Step 9.
- In the Approval Requests section, click New Approval Request. The Create APApproval form appears. Then, follow from Step 4 through Step 9.
In the Headline field, type the approval request title.
From the Type drop-down, select either Approve or Vote.

Note: If you select Vote, the Passing percentage for voting field will be enabled. Enter the passing percentage value in the Passing percentage for voting field upto 100 as necessary.
In the Add New Reviewer field, type the reviewer or approver name and then click Add. The reviewer or approver will be added in the Approvers section with Inspection status.

You can add multiple reviewers or approvers by repeating this step.
In the Due Date field, enter the date in mm/dd/yyyy format or select from the calendar picker by when the reviewer needs to review and approve the request.
If necessary, add your comment or the approval request details in the text area provided.
Click Save.