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Attaching Releases to Customer Sites

Learn how to attach releases to customer sites to track deployments.

Overview​

Attaching a release to a customer site allows you to:

  • Track which versions are deployed where
  • Monitor deployment status
  • Add deployment notes
  • Export release data per customer site

Steps to Attach a Release​

1. Navigate to Customer Site Releases​

  1. Go to Customer Sites
  2. Find the customer site you want to manage
  3. Click the menu (three dots)
  4. Select "Manage Releases"

2. Open Attach Form​

Click the "Attach Release" button.

3. Search and Select Release​

  1. Use the search box to find a release
  2. You can search by:
    • Release name
    • Version number
    • Product name
  3. Select the release from the dropdown

Note: Releases that are already attached won't appear in the list.

4. Attach the Release​

Click "Attach Release" to complete the process.

Managing Attached Releases​

View Options​

Switch between two view modes:

  • List View: Table format for quick scanning
  • Grid View: Card-based view with detailed information

Viewing Release Details​

Each attached release shows:

  • Release name and version
  • Product information
  • Status (active, inactive, deprecated)
  • Deployment date
  • Planned release date
  • Notes

Detaching Releases​

To remove a release from a customer site:

  1. Find the release in the list or grid
  2. Click the detach/delete icon
  3. Confirm the action

Note: Detaching a release doesn't delete it; it only removes the link to the customer site.

Adding Notes​

You can add notes when attaching a release or update them later. Notes help track:

  • Deployment instructions
  • Special considerations
  • Dependencies
  • Rollback procedures

Exporting Release Data​

Export all attached releases for a customer site in Release Planner format.

Learn more about exporting →