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.
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.

Overview
Learn general information about the product.
Install and deploy DevOps Plan
Find information about installing and deploying DevOps Plan.
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.
  - User privileges
    This topic describes the privileges that are available for DevOps Plan users and user groups.
  - Working with users
  - Working with user groups
  - 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 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 accesses.
  - DevOps Plan email
    This topic provides a description of the supported DevOps Plan email features.
  - 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.
  - Enhanced Subscribe feature
    You can now use the Subscribe toggle-button in a work item to subscribe yourself in one-click.
  - 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.
    - Cloning an existing record
Integrating
You can integrate DevOps Plan with other software by adding packages to existing schema.
Extending product function
Learn how to extend the product.
Reference
Review reference information for the product.

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.

The cloning process involves copying all data values from each field in the original record, including information from all tabs and fields, to create a new work item with the same data structure. During this process, you are prompted to enter a new title for the cloned record, allowing for easy identification and differentiation from the original.

Certain elements are intentionally excluded from the cloning process to maintain the integrity and uniqueness of the new record. These elements include attachments, audit trails, approvals, conversations, history, notes, links, and SCM events packages. By excluding these elements, the system ensures that although the core data is replicated, specific elements related to the record history and interactions are not duplicated.

The cloning function include the following primary benefits:

Increased efficiency: Cloning saves time by eliminating the need to manually re-enter data for similar records.
Enhanced consistency: Cloning ensures that new records maintain the same structure and data integrity as the original.
Flexibility: You can modify specific details, such as the title, while keeping the core data intact.

When you clone a record, you can include reference lists in the process. In the Clone Record window, if you select the Clone reference lists check box, then all fields of the REFERENCE_LIST type are cloned for that respective record (children, related, and test plans).