User Guide | 2019.2

Adding requirement document restrictions

Requirement document restrictions limit search and filter results to requirements that are or are not in any, all, or only the selected documents. For example, you can create a restriction to find requirements that are in multiple documents.

Note:  This restriction is only available when searching or creating filters based on requirements.

1. Click Add on the Add Filter, Edit Filter, or Advanced Find dialog box.

The Add Restriction dialog box opens.

2. Select Requirement Documents from the Restrict by list.

3. If you are adding a restriction to a filter, select Prompt for restriction information at run time to prompt for criteria when the filter is applied.

If this option is selected, you are prompted to enter or select criteria when applying a filter to a list window, generating a report that uses the filter, applying a view that uses the filter on a list window, or applying the filter when adding items to a link.

You may want to select this option if the restriction information changes frequently so you do not have to edit the filter. The restriction information you enter in the filter is used by default. See Selecting interactive filter criteria.

Note:  If this option is selected, the filter cannot be used in automation rules, user notification rules, dashboard widgets, or security groups, and cannot be published.

4. Select an option to indicate if the requirements are in the selected documents.

  • Resides in searches for requirements that are in the documents.
  • Does not reside in searches for requirements that are not in the documents.

5. Select an option to indicate how to search the selected documents.

  • Any of the following items searches any of the documents.
  • All of the following items searches all of the documents.
  • Exactly the following items searches only the documents.

6. Select the documents to search.

Click Select All to select all documents or Select None to clear the selected documents.

7. Click OK to add the restriction.

8. Click Add to add additional restrictions.