Sharing saved requirement document views

If you save a requirement document view with information other users, customers, or security may find helpful, you can share the view with them. For example, you save a Test Coverage view that displays filtered functional requirements and the Linked Test Cases column. You can share the view with QA team members who can then apply it to approved documents to verify that each functional requirement has adequate test coverage.

1. In an open requirement document, click Views and choose Manage Saved Views.

The Saved Views dialog box opens. The available options depend on your security permissions.

2. Select a Show option to limit the views displayed.

You can see views you own, views shared with you, all saved views, views owned by inactive users, and views set as defaults for security groups.

You can also search for views by name.

3. Select the view to share and click Share With.

The Share Saved View With dialog box opens.

4. Select a Share with option.

  • No one prevents all other users and customers from using the view.
  • Everyone shares the view with all users and customers.
  • All users shares the view with other users.
  • All customers shares the view with customers.
  • Specific users and customers shares the view with the selected users and customers.
  • Security groups shares the view with the selected security groups.

5. Click Save.

Users the view is shared with can apply it to open documents. See Applying saved requirement document views.