Creating value streams

Create a value stream and then customize it by defining phases and stages that reflect your typical workflow.

About this task

When you create a value stream, a plain value stream is displayed on the Value Streams view. To modify the value stream and integrate external tools, edit the value_stream_name-vsm.json file attached to the value stream.

Procedure

To create a value stream and configure, perform the following steps:
1. On the Velocity dashboard, click Value Streams, and then click the Create value stream.
2. The Create Value Stream window is displayed with three steps: Basic information about the value stream, Integrations to use in value stream, and Stages or phases for value stream.
3. On the Create Value Stream window, under the Step 1, in the Name field, enter a name for the value stream.
4. In the Description field, enter a description for the value stream.
5. In the Team list, select a team to manage the value stream.
  The teams that are available depend on the permissions granted to your user role. In general, you can select teams to which you belong, or that you administer.
6. Perform any of the following actions:
  - To create a value stream and configure the integration later, click Create and go to 2.
  - To create and configure a value stream, click Create & Configure and go to 1.g.
7. Under the Step 2, in the Application Lifecycle Management Integration field, select the required application lifecycle management integration for the value stream.
  
  Note: You can use Click here to enable a new integration to configure a new application lifecycle management integration.
8. In the Source Code Management Integration field, select the required source code management integration for the value stream.
  
  Note: You can use Click here to enable a new integration to configure a new source code management integration.
9. Click Next.
10. In the Step 3, under the PLANNING section, in the Select the Backlog stage statuses: field, select the required status of the application lifecycle management integration to displayed in backlog stage for the value stream.
11. In the Select the To Do stage statuses section, select the required status of the application lifecycle management integration to displayed in To do stage for the value stream.
12. Under the DEVELPOMENT section, in the Select the In Progress stage statuses: field, select the required issue status of the application lifecycle management and select the required pull request statuses of the source code management integration for the value stream.
13. In the Select the In Review stage statuses: field, select the required issue status of the application lifecycle management and select the required pull request statuses of the source code management integration for the value stream.
14. Under the COMPLETED section, in the Select the Completed stage statuses: field, select the required issue status of the application lifecycle management and select the required pull request statuses of the source code management integration for the value stream.
15. Click Save.
  The new value stream is displayed on the Value Streams page in the All Value Streams tab.
16. Optional: To add a created value stream to My Favorites, click the All Value Streams tab and then click to display the value streams list view. In the list, locate the Name of value stream to add to My Favorites and then click on the left side of the field.
  The value stream is listed on the My Favorites tab.
17. Optional: To remove a value stream from My Favorites, click and the value stream is removed from the My Favorites tab.
Click and select Edit value stream map to modify the JSON file in the code or tree view editors.
You can also click and select Download value stream map.

The value_stream_name-vsm.json file is downloaded to the specified location.
Using a text editor, modify the value_stream_name-vsm.json by completing the following steps:
1. Optional: Customize phases and stages.
  You can modify the number of phases and stages, and add queries and gates to stages. A query defined in the heading sets the scope for the entire value stream. Queries defined for a stage are scoped to the stage.
2. Define integration objects that integrate external tools into the value stream.
3. Define lead- and cycle-times for the value stream.
  Lead-time refers to the time a project, represented by a value stream, takes from initial conception to final disposition. Cycle-time refers to the amount a time individual objects take to complete. Lead- and cycle-times can be displayed on the Value stream tab.
4. Define link rules for integrated tools.
  Link rules define how the tools integrated into the value stream are related.
5. Define metrics for the value stream.
6. Define metrics for the metrics bar.
7. Define gates for the value stream.
8. Define mapping rules for the value stream.
On the Value stream tab, click , and select Edit value stream map > Import JSON, and then select the modified file.
To modify the integrations in the existing value stream, perform the following steps:
1. Open the value stream for which you want to modify the integrations.
2. On the Value stream tab, click and select Manage integrations.
  The Edit Value Stream dialog is displayed.
3. In the Application Lifecycle Management Integration field, remove the existing integration and select the required application lifecycle management integration from the list.
  
  Note: You can use Click here to enable a new integration to configure a new application lifecycle management integration.
4. In the Source Code Management Integration field, remove the existing integration and select the required source code management integration from the list.
  
  Note: You can use Click here to enable a new integration to configure a new source code management integration.
5. Click Save.
  The modified integration details are updated in the value_stream_name-vsm.json file and the value stream displays the data from the modified integrations.

What to do next

Next, filter value streams by creating queries with the DevOps query language. Learn about the information presented by value streams.