---
alias: user-guide-create-change-set
tags:
- change management
description: "This documentation outlines the process for creating a change set, a bundle of object versions"
---

# Create Change Set

:lock: ChangeSet.**Create**

## Overview

This operation is used to create a **Change Set** (a bundle of change-controlled object versions).

!!! note
	  **Change Set** items are added to the **Change Set** at the time of creation of the version.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

1. When the **Change Set** is being created, the name must be system-wide unique.
2. A particular version of an object can only be part of one **Change Set**.
3. In a **Change Set**, there cannot be two different versions of the same object.
4. All **Change Set** items refer to objects in Created status.
5. The **Change Set** can only be edited if it is in state Created.
6. When the **Change Set** is being edited, it must be in the Active or Created status.

## Sequence of Steps

### Step 1 - General Data

1. Select **New** to open the **Change Set** creation wizard.
2. Provide a unique name and, optionally, enter a description.
3. Select the **Type**.
4. In the **Information** section, optionally, provide a **Category**, **Urgency**, and **Owner**.
5. If you want to define an approval for the **Change Set**, set **Requires Approval** to `true` and, optionally, select either a Change Set Approval Role or an Approval Workflow.
6. Optionally, set the **Make Change Set Items Effective on Approval** to `true` so that the **Change Set** items become effective when the **Change Set** is approved.
7. Select whether you want to send email notifications to the requester by setting **Send Email Notifications To Requester** to `true` (default to false). If set to `true`, requester receives a notification when there are changes in the **Change Set**.
8. Select whether you want to send email notifications to the approvers by setting **Send Email Notifications To Approvers** to `true` (default to false). If set to `true`, members of the Change Set Approval Role receives a notification in the following situations:
   * If there are any Change Set Items in the Waiting for Approval state;
   * If all Change Set Items have been approved, indicating that there is a **Change Set** in Waiting for Approval state.

9. Optionally, enter a **Reason for Change**.
10. Optionally, enter a **Description of Change**.
11. Select **Create** to complete the operation and the system will confirm that the **Change Set** was created successfully.

![create_change_set][create_change_set]

[create_change_set]: images/create_change_set.png