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.
DevOps Plan email
This topic provides a description of the supported DevOps Plan email features.
Automatic e-mail notification
E-mail messages can be sent to users or user groups when a record meets criteria that you define in a schema.

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.
    - Automatic e-mail notification
      E-mail messages can be sent to users or user groups when a record meets criteria that you define in a schema.
      - Creating e-mail rules
        To create the e-mail rules that define the criteria for automatic e-mail notification, submit Email_Rule records from the DevOps Plan application.
      - Sample e-mail rules
        DevOps Plan provides examples of several e-mail rules.
      - Finding existing e-mail rules
        You can create a query to find all e-mail rules in a DevOps Plan environment and to create an archive list of your e-mail rules.
      - Modifying existing e-mail rules
        You can use a query that lists the e-mail rules in a DevOps Plan environment and then you can modify an existing e-mail rule.
      - Administering e-mail addresses
        This topic provides guidelines for DevOps Plan e-mail administration.
    - Round-trip e-mail
      Your team can use e-mail notification with e-mail submission to update records. This process is called round-trip e-mail.
    - EmailPlus package
    - Using action hooks to send e-mail
      You can use an action notification hook to send e-mail messages when a user completes a specific action. In your hook code, you use the DevOps Plan Schema API to create the message and send it.
  - 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.
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.

Automatic e-mail notification

E-mail messages can be sent to users or user groups when a record meets criteria that you define in a schema.

Enabling e-mail notification requires that e-mail rules and applications are configured to send the messages.

The schema developer creates e-mail rules using the DevOps Plan application.

Users of the DevOps Plan application can configure it to receive e-mail notification based on the e-mail rules.