To create a work item template, create one or more work items that contain the field
values that you want to use in the template. Then, include those work items in the
template.
Before you begin
To share a work item template with members of a project area, you must have a role that has
permission to modify the project area process specification and permission to modify the collection
of process attachments.
About this task
For information about managing complex work item structures by using templates in IBM® Engineering Workflow Management, see
http://jazz.net/library/article/555.
Procedure
-
Create one or more work items to include in the template. Populate the work item fields with
the values to use in the work items that you create based on the template.
- Optional:
Add links to establish relationships between the work items.
For example, you might want to use parent and child links to create a hierarchy of work
items.
Restriction: Work item templates support only item links, for example, parent-child,
but not URI links, for example,Tracks. The only exception to these URI links are:
Mentions, Related Artifacts , and
Attachments.
-
In the Eclipse client, complete the following steps:
-
In the Work Items view, select the work items to include in the
template.
For example, to include three work items in the template, run a query with the parameters
that include all three work items in the results.
-
In the Work Items view, from the query results, select the work items to
include in the template.
-
Right-click the selected work items and click Create Work Item
Template.
-
In the web client, complete the following steps:
-
Run a query with the parameters that you want to include in the work item template.
-
On the query results page, on the toolbar, click Create Work Item
Templates
.
-
Select the work items to include in the template.
-
In the Create Template from Work Items section, click Create
Work Item Template.
-
In the Create Work Item Template wizard, on the Select Work
Items for the Template page, enter a name and a description for the template.
- In the web client, the work items that you selected in step 4 are listed. If these
items have related links, click the arrow next to each work item to display the links. Then, select
the related links to include in the new template.
- In the Eclipse client, add work items by clicking Add and searching for
them.
Tip: You can remove one or more of the work items by clearing the check box next to each
item that you do not want to include in the template.
Click Next.
-
Use the Define Attribute Variables page to define the Filed
Against and Planned For attributes as template variables.
Note: When you define these attributes as template variables, you can set the attribute values each
time that you use the template to create work items. If you do not define these attributes as
template variables, their values are inherited from the project area where the template was created.
If you later import the template into another project area with different team areas and a different
timeline structure, an error similar to this one is displayed:
Cannot save the work
item template on the server. Value "Scrum/Team" cannot be assigned to attribute
"ChangeRequest:filedAgainst"
In this example,
Scrum/Team is the name of the team area that is stored in the
Filed Against attribute in the work item template.
When you import a
template into a new project area, you can assign values to the attributes that are defined as
template variables. For all other attributes, the field values in the work items that you used to
create the template are used in the new work items.
-
If the Next button is enabled, click it. Otherwise, click
Finish.
Note: The
Next button is enabled when one or more of the work items that you
selected to create the template include one or more string variables in their
Summary or
Description fields. The string variables
must be defined in the following format:
${id}
where
id
contains only alphanumeric and underscore
characters.
-
On the Define String Variables page, select the check box next to the
variables to include in the template.
Tip: When the template is instantiated, each variable is replaced with a user-specified
value.
-
For each variable that you select, type a name in the Variable Name
field.
The variable name is the name that a user sees when they instantiate the template.
- Optional:
In the Default Value field, change the default value for the
variable.
-
Click Finish.
What to do next
You can use the new template to create work items.