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FieldLogs

Creating a Tryout

A Tryout can be created on the following Artifacts.

  • Templates

  • Incidents

  • Documents

  • Operation Plans

  • Tryouts

To create a Tryout:

  1. On the main menu, go to Enterprise > Tryouts > Tryouts.

    TryoutNavigation.png

    The page Tryouts appears.

    PageTryout.png
  2. Click Create.

    ClickCreate.png

    The page Create Tryout appears.

    PageCreateTryout.png
  3. Enter the name and description.

    Name_Description.png
  4. Select the Tryout Type.

    TryoutType.png

    Note

    The Tryout Type associates the Tryout with an Artifact type.

  5. [Optional] Select an existing Group by expanding the dropdown or create a new Group by entering the Group name as shown below.

    The Group is used to logically group related Tryouts.

    SelectGroup.png
    CreatedGroup.png

    Note

    If a Group is not selected, the Tryout is added under the No group category as shown below.

    Nogroup.png
  6. [Optional] Add Custom Fields.

    CustomField.png
  7. Select an Artifact. The Artifacts vary based on the Tryout Type selected. Artifacts could be one of the following:

    • Templates

    • Incidents

    • Documents

    • Operation Plans

    • Tryouts

    Artifact.png

    In the above example, the Artifact is a Template, as the selected Tryout Type is linked to Template.

    TemplatesList.png
  8. Select the Start Date and End Date as shown below.

    ClickDatesfield.png
    Start_EndDates.png
  9. [Optional] Select Functional Types.

  10. [Optional] Click the Notification Settings button to activate notifications.

    NotificationSettings.png

    Select the following details in the dialog Notification Settings and click Save:

    • Notification Type: The type of notification to be sent - Email or In-App.

    • Notification Target: The User Set to which the notification should be sent.

    • Settings: The event trigger for the notification.

    NotificationSettingsFilled.png

    Whenever the selected event occurs, a notification is sent to the users and an Event Subscription is added.

    EventSubscription.png
  11. Click Create.

    ClickCreateFinal.png

    The Tryout is created under the Engine Maintenance Group and appears in Draft status.

    TryoutCreated.png

    When you click Run, a Process Flow Task is created. The status of the Tryout changes to Running.

    ClickRun.png