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Configuring Systems Engineering > Custom requirement templates

Release a requirement template revision

When the template revision is associated with Word, the revision's development is complete. This procedure sets the workflow status to TCM Released, indicating that the revision is mature.

You release the attached Word dataset with the template revision. Then, the revision and dataset are available in the Business Modeler IDE, where you apply them to the requirement business object you select.

Procedure

  1. In the Home view, expand the structure below the template revision.
  2. Select the template revision, hold down the Ctrl key, and select the Word dataset.
  3. Choose File -> New -> Workflow Process to open the New Process dialog box.
    • Tip: the Process Name box contains the revision name automatically; you can accept it or enter a different name. The Attachments tab shows the revision with its structure collapsed (you can expand it to view attachments).
  4. In the Process Template list, select TCM Release Process.
    • Note: your action is not required for the Add Status task on the Process Template tab — the system performs the task, assigning the TCM Released status.
  5. Click OK to initiate the workflow process.

What to do next

To continue setting up a custom template, complete the steps in "Apply a requirement template revision to a business object."

Source: https://docs.sw.siemens.com/en-US/doc/282219420/PL20251212545240207.plm00038/xid610963 · retrieved Fri Jul 10 2026 00:00:00 GMT+0000 (Coordinated Universal Time)