Editing requirements directly in documents

You can edit requirements directly in requirement documents. This helps you make changes within the context of the entire document and work on changes to several requirements at once instead of opening each one to edit individually.

Keep the following in mind:

  • To modify requirement workflow events or other information not displayed in the document, select the requirement and choose Edit > Edit Requirement in Detail Window. If you are editing a requirement directly in the document, you can also click Edit Details in the editing pane to modify the details. See Editing requirements.
  • If the current requirement version is shared in multiple documents, all instances of the requirement are updated.
  • If you need to update field values for multiple requirements in a document, use bulk change fields to quickly update multiple items simultaneously. See Bulk changing fields to update multiple items.
  • You cannot edit requirements in document snapshots.

1. Double-click the requirement in the document contents area in the Specification Document window. To edit multiple requirements, Ctrl+click them and choose Edit > Edit. You can edit up to 20 requirements at once.

The requirement opens for editing below the requirement. A message is displayed on the requirement to indicate you are editing it. Other indicators may be displayed to provide additional information about the requirement. See Requirement and document indicators.

Read-only, calculated, and other fields that cannot be edited are not displayed.

In the editing pane, to navigate between multiple requirements in the editing pane, click the tab for the requirement to work with. If more than 10 requirements are open for editing, click the arrow buttons to navigate. To go to the requirement in the document contents area, click Scroll To.

2. Make any changes and click Save to save the requirement. Click Save All to save changes to all modified requirements.

Click Don't Save to discard the changes. When you are prompted to save the changes, click Don't Save.