Release Flow Editor

The Flow Editor shows the phases and tasks in a release or a template. You can use this view to add, move, edit, and delete phases and tasks.

A template or release is by default opened up in the Flow view.

Template Flow

Here's a Release template opened in the Flow Editor:

The View Releases links to the Releases page, displaying all releases that were initiated from this template, with the template ID filter already applied.

You can switch to other available views such as Code, Table, and Planner view.

Release Flow

Here's a release opened in the Flow Editor:

The View template link directs you to the Template flow page, showing the template used to start this release.

Note: The template may have been modified since the release is initiated and may not be in sync with the currently running release.

You can switch to other available views such as the Table and Planner view from the sidebar. Here's a release in progress in the Flow Editor:

Views for Templates and Releases

Code View

Table View

Planner View

For more information, see Understanding Release Editor View States.

Configure Options

The Flow editor's sidebar also lets you configure the following for templates and releases:

• Properties
• Relationships
• Variables
• Triggers
• Teams and Permissions

The sidebar has links to view the Release dashboard and Activity logs for templates and releases.

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 the icon on the phase header.
• To duplicate a phase, click the icon on the phase header.
• To delete a phase, click the icon 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 tasks in a release.

note

In 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.

Click the ellipses icon of a task to:

• assign a task to yourself.

• change a task's type.

• skip, fail, duplicate, or delete a task.

• lock or unlock a task.

• copy the task URL.

• view the activity logs.

  

Notes:

1. In an active release, 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