Setting Up Product Versions

If you track multiple versions of the same product, you can create versions and builds using the product record. A Versions subtab is available on product records that have been created and saved.

To set up versions for a product:

  1. Go to Issues > Setup > Products.

  2. Click Edit next to the product you want to create versions for.

  3. On the product record, click the Versions subtab.

  4. Click New.

    A product version record opens in a new window.

  5. In the Product Version window, enter a name for this new version.

    For example, if this is version 5 of a software product, you would enter 5.0.

  6. Enter a brief description that defines this version.

  7. If this version hasn't been released yet, enter the expected availability date in the Expected Release Date field.

  8. Check the Allow Broken In box so this version can be selected in the Broken In field on issue records.

  9. Check the Allow Target box so this version can be selected in the Target field on issue records.

  10. Check the Allow Fixed In box so this version can be selected in the Fixed In field on issue records.

    Note:

    Administrators still see all versions in the corresponding lists on issue records. Others only see versions listed in the lists they are marked to appear in.

  11. Check the E-fix box if this version is a patch or emergency release.

  12. To display the product version in the Product Versions portlet, use the following instructions:

    1. On the Issues tab in the Support Center, check the Show in Portlet box.

    2. Enter a version description.

  13. In the External Name field, enter the name of this version you want customers to see in the Customer Center.

  14. If you track builds for versions, enter a build name in the Build column.

  15. In the Build Date column, enter the date for this build.

  16. Check the Allow Broken In, Allow Target, and Allow Fixed In boxes so the build can be selected in these fields on issue records.

  17. In the Description column, enter a brief description for the build.

  18. Click Add.

  19. Repeat these steps for each build in this version.

  20. Click Save.

Related Topics

General Notices