Editing requirements

Edit a requirement to add additional information or make changes based on review comments or changes to related items. If the current requirement version is shared in multiple requirement documents, all instances of the requirement are updated.

Tip:  If you need to update field values for multiple requirements, use bulk change fields. This allows you to quickly update multiple items simultaneously. See Bulk changing fields to update multiple items.

1. In the Requirements list, click the gear icon next to the requirement and choose Edit. You can also click a tag or summary and then click Edit on the Viewing Requirement page.

You can also edit requirements directly in a document. See Editing requirements directly in documents.

The Editing Requirement page opens.

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

2. Make any changes to the requirement summary or general and custom fields information in the overview area.

3. Make any changes to information on the tabs in the details area.

Tab Displays: More information
Detail A detailed requirement description. Adding requirements
Workflow Work performed on the requirement as it moves through the workflow. Viewing workflow event history
Versions Historical versions of the requirement included in document snapshots captured at project milestones or specific points in time. Viewing historical requirement versions
Documents Documents the requirement is included in. Viewing documents that requirements are included in
Files Files attached to the requirement, including files attached from source control applications, such as Surround SCM. Viewing and downloading file attachments
Email Email sent about the requirement. You can reply to email. Available only if email tracking is enabled for the project. Viewing email and Replying to email
Traceability Items linked to the requirement and options to perform impact analysis. You can add, edit, and delete links, mark linked items as suspect to indicate they may be impacted by changes, and investigate suspect dependencies. Working with item links and Performing impact analysis
Folders Folders the requirement is included in. You can add the requirement to other folders, move it to different folders, or remove it from folders. You cannot add or move the requirement to public folders you do not have permission to modify or are locked, or locked private folders. You cannot remove the requirement from locked folders. Organizing items with folders
Baselines Baselines the requirement is in. You can view the requirement as it was when added to the baseline, view differences between the current requirement and requirement in the baseline, and view differences between the requirement in two baselines. Working with baselines from items
History Historical information about the requirement, such as when it was created, when it was last modified, and all actions performed on it. Viewing item history

Note:  To change the requirement type, see Changing requirement types.

4. Click Watch to be notified every time the requirement changes. See Watching items to be notified about changes.

5. Perform any additional actions.

  • To move the requirement through the workflow, click a workflow event button. For example, click Assign to assign it to another team member. Click More to see additional events. See Adding workflow events to items.
  • To perform various actions on the requirement, click Actions and choose an action.
  • To run a report that includes information about the requirement, click the Reports button and choose a report. See Running reports.
  • To send email about the requirement, click the Email button and choose an option. See Emailing from Helix ALM.

6. Save the requirement.

  • Click Save to save and close the requirement.
  • Click Apply to save and continue working on the requirement.

Tip:  If the changes impact linked or related items, you may want to mark the items as suspect. This flags the items to indicate they should be reviewed. See Marking items as suspect.