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Create a Package

The create package process lets you create a package and, optionally, automatically create and associate a form to the package. If the form option was selected in the Create Package Properties dialog, a form with the same name as the package is created and the two objects are automatically associated. The create package process streamlines creating and automatically associating a package and form.

Follow these steps:

  1. Navigate the Workbench to the state in which you want to create a package.
  2. Right-click the state, and select create package process from the shortcut menu.

    The create package dialog appears.

    Note: The lowercase italic text indicates the process dialog name by the process type, since the process execution dialog names differ to each site.

  3. Complete the dialog fields:
    Name

    Uniquely names a package, according to how package-naming is defined in the process properties.

    Assign To

    Assigns the package to a user from all defined CA Harvest SCM users in your installation.

  4. (Optional) Click the tabs to enter and view information:
    Comment

    Specifies comments.

    Note

    Provides notes about the process.

    Click OK.

    The package is created and appears in the Packages folder in the state in which you created it.