Release

Release is an event in the product lifecycle that results in the release a new software version. A new version usually contains improvements and bug fixes of the product or its modules. To publish a new version, you need to:

1. Plan the release. To do so, determine:

   • The release structure: the list of tasks, functionality of which will become available for the consumer in the new version.
   • The release conditions: the release date and the activities which must be completed for the release.

2. Carry out the release. To do so, you need to:

   • Complete all the tasks included in the release.
   • Prepare the new version of the product and make it available for the consumers.

The releases may also have peculiarities depending on the approach to the development used in your company:

• Releases in Scrum: The publication of a new version usually takes place at the completion of a sprint and may represent its logical conclusion.
• Release in Kanban: The release of a new version may either occur when a certain task is completed or be based on a certain cadence. In this case, the new version contains all tasks completed at the moment.

Access to releases

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caution

Deletion of releases is prohibited. Archive irrelevant releases.

Operation	pda_admin	pda_user	Other roles
Create	+	+	-
Write	+	Allowed for the following users: record creator. responsible for the record. owner of the product to which the release is related.	-
Read	+	+	+

Create a release

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note

The release name consists of the product title and three numbers separated by points, where:

• the first number is the major version.
• the second number is the minor version.
• the third number is the patch number.

For instance, the release may have the title "ITSM 2.9.7". Full number of the release must be unique.

To create a new release, complete the following steps:

1. Navigate to SDLC → Products → Releases.
2. Click New and fill in the form fields.
3. Click Save or Save and Exit to apply the changes.

note

You can also create a release from the related list Releases on the SDLC Product form.

Release form fields

Field	Mandatory	Description
Product	Y	Select a product for which you want to create the release.
Planned date	N	Specify the planned release date.
Release date	N	The date when the release state was changed to Released. The field appears only in the states Released and Archived.
Responsible	Y	Specify the employee responsible for the release.
Major	Y	Specify the release major number. A major version contains significant changes that modify the product interface, performance, and its internal engines. If the release does not contain significant changes, it is not recommended to change the major version.
Minor	Y	Specify the release minor number. A minor version introduces improvements, adds or enhances the product functionality without losing backward compatibility.
Patch	Y	Specify the patch number. A patch includes minor changes, primarily to fix bugs and minor solution refactoring.
Description	N	Add the release description.
Work notes	N	Specify additional information about the release.

Two widgets are displayed on the release form: Choice Timeline Widget SA and Activity Feed with a tab Work Notes.

Related list SDLC Tasks contains the list of tasks included in the release.

note

The task is automatically deleted from the related list if its state changes to Canceled.

Release states

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State	Description	Available transitions
Planning	The starting state of the record after the creation.	Planned Canceled
Planned	The release record takes this state when you click Plan button on the form.	In progress Canceled
Released	The release goes into this state when it is published.	Archive
Archive	The release goes into this state when it is archived.	-
Canceled	The release goes into this state when it is canceled.	-

Publish a release

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To publish a release, complete the following steps:

1. Click Release in the upper right corner of the release form to open the modal window Release the version.
2. If the release includes tasks in states New, Backlog, Development, Review, Testing, select an action for incomplete tasks:
   • Remove from the release (the field Release will be cleared for these tasks).
   • Move to a different release (you will have to select another release in the Planned state in the appearing field Release).
3. Click Publish to confirm the release of the version.

At the version release:

• The release state changes to Released.
• The field Release date appears on the release form. It is filled in with the date of the version release.
• The tasks in the Done state go into Released state. Their records become read-only.
• Selected action is applied for the incomplete tasks.
• The release record becomes read-only.

Archive a release

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To archive a release, complete the following steps:

To archive a release, complete the following steps:

1. Click Archive in the upper right corner of the release form to open the Move to archive modal window.
2. Click Archive in the modal window that appears to confirm the action.

At the archiving of the release:

• The release state changes to Archive.

Cancel a release

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To cancel a release, complete the following steps:

1. Click Cancel release in the upper right corner of the release form to open the Cancel the release modal window.
2. If the release includes tasks in states New, Backlog, Development, Review, Testing, Done select an action for incomplete tasks:
   • Cancel (the state of the tasks will be changed to Canceled).
   • Remove from the release (the field Release will be cleared for these tasks).
   • Move to a different release (you will have to select another release in the Planned state in the appearing field Release).
3. Click Confirm.

At the cancelation of the release:

• The release state changes to Canceled.
• The release record becomes read-only.
• The reacords in the Released state do not change.
• Selected action is applied for the incomplete tasks.