Creating requirements from document content

Use text in a document to create a new requirement that contains that text. The document text becomes a link to the new requirement. You can also embed the name and text of the new requirement in the document. Embedded requirement content is updated in the document as the requirement is modified and saved.

About this task

  • Do not use any of the following characters when creating or renaming an artifact:
    \ / | : * ? " < > & 
  • When you select text and mark it as a requirement, the highlighted text is used by default in the link to the new requirement and in its name. You can modify either of those values in the Mark As Requirement window. Links simply serve as an identifier and a point for navigating to the requirement.
  • When you embed a requirement in a document, the actual requirement name and textual content is displayed in the document. You cannot modify embedded content in the document. Navigate to the requirement to modify its content.

Procedure

To create a requirement from within a document:

  1. Open a document.
  2. Highlight a range of text.
  3. Right-click the highlighted text and click Mark As Requirement.
  4. In the Mark As Requirement window, click the Create New Requirement option.
  5. Modify the Link Description, if necessary.
  6. Browse to a project and folder location in which to place the new requirement.
  7. To add a tag to the requirement, click the icon at the Tags field.
  8. Type a requirement name and select a requirement type.
  9. (Optional) Click Embed Requirement to embed the name and text of the new requirement in the document. This content replaces the selected text. Subsequent changes in the requirement are displayed in the document.
  10. Click OK.

What to do next

To navigate to the requirement, press Ctrl and click the link or the embedded content.

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