Using Process Items in the Development Environment

Process rules set in StarTeam may require you to select a change request, requirement, or task as part of adding files to source control or checking in files. The selected process item becomes linked to each of the files. The process item can later be marked as fixed or finished.

When using process rules, you will see one or two additional dialogs. The first dialog in the following procedure appears only if you have pre-selected an active process item.

To use process items:

If you pre-selected an active process item, the Active Process Item dialog appears.
- For a change request, this dialog displays its number and synopsis.
- For a requirement, this dialog displays its number and synopsis.
- For a task, this dialog displays its number and name.
To use the pre-selected item:
1. (Optional) If the change request is now fixed, the requirement is completed, or the task is now finished, select the Mark Selected Change Request As Fixed, the Mark Selected Requirement As Complete, or the Mark Selected Task As Finished check box.
2. The name of this check box changes depending on the type of item selected as the process item.
3. Click Use Active Process Item.
To edit the selected process item:
1. Click the Edit Active Process Item button. This action displays the dialog for the item.
2. Make the necessary changes.
3. Click OK.
To select a different process item or create a new one:
1. Click Select a Different Process Item. The Select Process Item dialog appears if you have not preselected an active process item, if you have decided not to use the preselected process item, or if the preselected process item is no longer acceptable (for example, its status may have changed). This dialog allows you to select an existing change request, task, or requirement for use as a process item or create a new item.
2. To select an existing item:
  1. Do one of the following:
    - Select the Linked Items radio button to see a list of items currently linked to the selected file.
    - Select the List All Permitted Items radio button to display all existing items that can be used as process items. The list contains all change requests, requirements, and tasks that have the required statuses. If no statuses are required, this list contains all change requests, requirements, or tasks.
    - Select the List All Permitted Items Assigned To Me radio button to display all items for which you are responsible that can be used as process items. If a task is selected as a process item, this list displays tasks for which you are a resource, as well as the tasks for which you are responsible.
    - Select the List All radio button to see a complete list of items, regardless of status.
  2. Select a specific item. If you select an item that is not permitted or no longer permitted as a process item, the Integration notifies you of this fact. You can resolve this problem by changing the item status or selecting a different item.
  3. Click OK. The selected item becomes the new active process item. Information about this item appears on the status bar after a refresh.
3. To create a new change request, task, or requirement that can be used as a process item:
  1. On the Select a Process Item dialog, click New.
  2. Select the Change Request, Requirement, or Task tab.
  3. Enter the required information.
  4. Click OK.

When you select a process item or create a new item using the Integration, that item becomes the process item. However, the item does not appear in StarTeam until a refresh (Shift+F5) occurs.

Note: When you select Project > Source Control > StarTeam Properties, the SCC Properties dialog appears. This dialog is similar to the Select Process Item dialog. It allows you to create a new change request, task, or requirement, edit items, or select an item as the active process item. You can also use it to refresh the list of process items.