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.
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. It's fields are:
The Update Plan form allows directly changing a customer subscription, including updating a trial but not creating one. Please note that in order to extend a trial, the customer MUST have an active trial and support should always check Salesforce before proceeding. If the prospect has not yet initiated a trial themselves, please have them do so via the customers portal. Support cannot create a trial for a customer.
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 trial or subscription will immediately be downgraded and terminated.
These two fields are optional:
The Clear Subscription form unlinks a grop from a subscription.