Release flow editor

The release flow editor shows the phases and tasks in the release. You can use this view to add, move, edit, and delete phases and tasks. To go to the release flow editor view, open a template or a release and select Release flow from the Show menu.

Release Flow Editor

Working with phases

In the release flow editor view, you can manage the phases in a release:

  • To add a new phase, click Add phase.
  • To move a phase, drag and drop it to a different place in the release flow.
  • To edit a phase, click Phase edit button on the phase header.
  • To delete a phase, click Phase delete button on the phase header.

Note: You cannot move, edit, or delete a phase that has been completed.

Working with tasks

In the release flow editor view, you can manage the tasks in a release.

Note: In XL Release, it is possible to lock tasks. When a task is locked, only users with lock permissions can edit or unlock it. A locked task appears striped to indicate that it is locked. For more information, see Configuring lock tasks.

  • To add a task, click Add task in the desired phase.
  • To move a task that was not completed, drag and drop it to a different place in the release flow.
  • To edit a task’s details, click the task.
  • To assign a task to yourself, click Task action menu.
  • To change a task’s type, click Task action menu.
  • To skip, fail, duplicate, or delete a task, click Task action menu.
  • To lock or unlock a task, click Task action menu.

Notes:

  1. In an active release, Active task indicator indicates the task that is currently active.
  2. You cannot move, edit, or delete a task that has been completed.

Differences between templates and releases

When you use the release flow editor to manage templates, planned releases, and active releases, there are differences in the actions that are available:

Action Description Available in…
Add Phase Add a new phase after the last phase. You can drag and drop phases to rearrange them. Template
Planned release
Active release
New Release Create a new release from the template. Template
Start Release Start a release that is in the planned state. Planned release
Abort Release Stop and abort a release that is active. Planned release
Active release
Restart Phase Abort a phase in an active release and restart the release from any past phase. Active release
Export Excel Download the current release in Microsoft Excel format (.xlsx). Planned release
Active release
Export XLR Download the template in XLR format. You can import a template in the Template Overview. Template
Export Releasefile Download the template in Releasefile format. It will be stored in a zip file. You can import a template in the Template Overview. Template