Configuring Tasks to Transition SBM Items

After an SBM Actions configuration has been added or updated as needed, you can create deployment tasks that transition SBM items.

To create a deployment task to execute an SBM Transition Item action:

In the Deployment Tasks tab, click Deployment Tasks.
Click the + icon to add a deployment task.
Select the SBM Actions configuration. For example, if you are using the Sample Manual Deployment Tasks process app with your plugin, you would select RLC - Manual Deployment Task.
For Action, select Transition Item.

The fields that are displayed are described in the following table.

Field	Description	Example Values
Project	The specific project where the existing SBM item to be transitioned is located	Manual Deployment Tasks
Search Terms	Optional search term for filtering SBM items, with the terms being in Item ID or Title	"002345" or "Task1"
SBM Item	Select the item to be transitioned. The list is optionally filtered by Search Terms.
Action Transition	Select the transition for the SBM Item Note: This comes from the Transitions list specified in the configuration.	Update
Retry Transition	Select the transition to be attempted by the SBM item when deployment is retried Note: This comes from the Transitions list specified in the configuration.	Retry
Cancel Transition	Select the transition to be attempted by the SBM item when deployment is cancelled Note: This comes from the Transitions list specified in the configuration.	Cancel
Extended Fields	When you select Populate All Fields, the fields listed in Extended Fields in the plugin configuration will appear below each environment. If you do not select Populate All Fields, any extended fields must be manually populated at the time the item is created during deployment. Important: When you select Populate All Fields, the resulting fields are required, even though they are not marked as such during the transition.	Select Populate All Fields
Item(s)	Click the link icon beside the field to select the items that you want to associate with the task. Use available items: Select requests that have already been added. Use available configurations: Search for existing requests or create new ones. Select one of the SBM Item configurations. See Associating SBM Items with Requests.
Environment	Select each environment in which you want to execute the task. These are the environments configured in the deployment path. For example, Dev, Test, and Prod.