Using the Requirements list

The Requirements list displays basic information about requirements in the project. From this list, you can add new requirements, view, edit, and delete existing requirements, and search for requirements. You can also send email, enter workflow events, run requirement reports, and perform other actions. See Using item lists.

  • To move a requirement through the workflow, select it and click an event on the Workflow bar. Only valid events for the selected requirement are available. See Moving requirements and documents through the workflow.
  • To perform other actions related to a requirement, select it, click Actions, and choose an action. You may be able to add links, add requirements to folders, generate test cases from requirements, duplicate requirements, and more.
  • To run a report on specific requirements, select them and click the Reports button. Mouse over the report to run. Choose HTML to run a report in HTML format. See Running reports. Click PDF to save the report in PDF format. See Saving reports as PDFs.
  • To send email about a requirement, select it, click the Email button, and choose an option. See Emailing from Helix ALM.
  • To delete a requirement, click the gear icon next to it and choose Delete. See Deleting requirements.
  • To customize the list to display only information you need, you can rearrange columns, adjust column widths, insert and remove columns, apply filters, and add tabs. See Customizing item lists.