Viewing requirements

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

1. In the Requirements list window, select the requirement and click View. You can also choose Edit > View.

If the document is open, you can also select a requirement and choose Edit > View.

The View Requirement dialog box opens.

• The left pane displays General and Custom Fields values. The available fields and grouping depends on how Helix ALM is configured for your team. To learn more, see Configuring field layouts.
  • To scroll to a field group, click Scroll to fields and select a field group.
  • To expand a field group, click . To collapse a group, click . To expand all groups, click . To collapse all groups, click .
  • If information is available about a field group, mouse over to display a tooltip.
• The right pane displays the following tabs:

Tab	Displays:	More information
Overview	Read-only summary of item information, including workflow events and tracked email.	Using the Overview tab
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
Traceability	Items linked to the requirement, relationships with other requirements, 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
Files	Files attached to the requirement, 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 requirement. You can reply to email. Available only if email tracking is enabled for the project.	Viewing email and Replying to email
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
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

2. Click Edit to edit the requirement. See Editing requirements.

3. Click Create Requirement to add a requirement based on the requirement. The button name may be different depending on the requirement types you can create. If you can create multiple requirement types, choose a type. See Creating new requirements from existing requirements.

4. Click Generate Test Case to create a test case based on the requirement. See Generating test cases from requirements.

5. Click Create Issue to add an issue based on the requirement. See Creating issues from requirements.

6. Click Send Email to email users about the requirement. See Emailing from Helix ALM.

7. Click Watch to be notified every time the requirement changes. See Watching issues to be notified about changes.

8. Click OK when you finish.