Author a change set
Gather the configuration changes you made in an environment, look at them together, and turn them into something your team can approve.
A change set is how a handful of edits become one reviewable unit. You make your changes in Aprimo as usual, then come back to Mochi to pick out the items that belong together and describe them. Here's the whole flow.
Create it, step by step
- Open the environment where you made the changes. That's the environment you were working in: a sandbox, QA, or wherever the edits live.
- Choose Review. Mochi reads the environment's current configuration so it can show you what's changed since it was last tracked. For a large instance this can take a moment, and it runs in the background while you keep working.
- Select the items you want. Use the views on the left to narrow to what changed, and the search to find items by name. Tick each item that belongs in this change set, down to a single field if that's all you meant to change.
- Choose Review & create change set when your selection looks right.
Review before you create
The review step lists Your changes (exactly what you picked) and, if needed, an Also included group. Those extra items come along because something you chose points at them; including them keeps every reference intact. Remove any you don't want with the remove control beside it.
Then write a short description. The first line becomes the title, so lead with what changed and why. Write it for the person who reviews it. Choose Create change set to finish.
Whoever reviews it sees your description at the top, then the full list of changes, with the Approve and Deny buttons underneath. A description that says what you were trying to do makes that read a lot quicker.