This workflow details how to use the various automated forms that utilize the Mechanizer for GitLab.com account related tasks. The forms may be found in hosted on Gitlab Pages here and team members should have access.
Mechanizer Deprecation Notice
The Mechanizer tool is soon to be deprecated with the tool's features being migrated to CustomersDot. You can follow the progress of this migration in this epic
The Add CI Minutes form allows adding minutes to a customer namespace. The form has two required fields:
The Force Associate form assoicates a group with a subscription. All fields are required.
The Update Plan form is meant for the following cases:
Please note that in order to extend or renew a trial, the customer MUST have an active trial because a CustomersDot account needs to exist. If the prospect has not yet initiated a trial themselves, please have them do so via the customers portal.
These three fields are mandatory:
gitlab-com. Please confirm through your own observation and through communication with Sales, the TAM, or the customer that the namespace is the one with the subscription or trial to be updated.
freeoption is selected, the customer's namespace will immediately be downgraded and the trial or subscription ended.
These two fields are optional:
Required to "extend" a subscription:
The Clear Subscription form unlinks a grop from a subscription.