Configuring Tasks to Transition SBM Items

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

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

  1. In the Deployment Tasks tab, click Deployment Tasks.
  2. Click the + icon to add a deployment task.
  3. Select an SBM Actions configuration. For example, if you are using the RLC - Sample Manual Deployment Tasks process app with your plugin, you would select RLC - Manual Deployment Task.
  4. 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
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

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 from a list of items created through any of the object configurations available to this configuration.

Use available configurations: Search for existing items or create new ones from any available object configuration. Select one of the Item configurations. See Creating Items in SBM Deployment Tasks.

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.