User Guide | 2019.2

Viewing requirement document details

You can view read-only requirement document information without preventing other users from editing the document at the same time. You can also send email, enter workflow events, and perform other actions when viewing documents.

1. In the Requirement Documents list window, select the document and click View. You can also choose Edit > View.

If you are viewing the document in the Specification Document window, select the document in the requirements tree and choose Edit > View.

The View Requirement Document dialog box opens.

Note:  Icons may indicate the item is locked or marked as suspect. See About item status indicators.

A summary of workflow events and tracked email is displayed on the Overview tab. See Using the Overview tab. Additional information is displayed on the following tabs.

Tab Displays: More information
Detail Custom field values used in the project. These are unique fields your team uses to capture additional information. Adding requirement documents
Workflow Work performed on the document as it moves through the workflow. Viewing workflow event history
Snapshots Historical versions of the document captured at project milestones or specific points in time. Snapshots are used to compare document versions and view differences between them. Viewing requirement document snapshots
Links Items linked to the document. You can add, edit, delete, and diagram links, mark linked items as suspect to indicate they may be impacted by changes, and clear or investigate suspect dependencies. Working with item links
Files Files attached to the document, including files attached from source control applications, such as Surround SCM. Viewing and downloading file attachments and Viewing local copies of source files
Email Email sent about the document. You can reply to email. Available only if email tracking is enabled for the project. Viewing email and Replying to email
Folders Folders the document is included in. You can add the document to other folders, move it to different folders, or remove it from folders. You cannot add or move the document to public folders you do not have permission to modify or are locked, or locked private folders. You cannot remove the document from locked folders. Organizing Items with Folders
History Historical information about the document, such as when it was created, when it was last modified, and all actions performed on it. Viewing Item History

2. Click Open Specification Document to view a hierarchical list of requirements in the document. See Working with requirement documents.

3. Click Edit to edit the document. See Editing requirement document details.

4. Click Send Email to email users about the document. See Emailing from Helix ALM.

5. Click Watch to be notified every time the document details change. See Watching issues to be notified about changes.

6. Click OK when you finish.