#Creating & Editing Requirements - Step Guide

#Creating Requirements

#To create a new requirement:

1. Click the Create Requirement button in the header (or press Ctrl+N)
2. Fill in the requirement details:

Title: A concise name for the requirement (required)

Description: A brief summary of what the requirement entails

Details: Rich text editor for detailed requirement specifications. You can:

• Format text (bold, italic, headings, lists)
• Add links
• Insert code blocks
• Upload images and files
• Use parameters (e.g., {{BASE_URL}})

Type: Select the requirement type from the dropdown:

• Feature
• Bug Fix
• Performance
• Enhancement

Status: Select the initial status:

• Draft
• In Progress
• In Review
• Approved
• Rejected

Custom Fields: If your project has custom fields configured for requirements, they will appear here. Fill them in as needed.

Test Cases: Link existing test cases to this requirement:

1. Click Add Test Cases
2. Select test cases from the test case selector
3. Click Add to link them

Attachments: Upload files related to the requirement:

1. Click the attachment area or drag and drop files

2. Files are uploaded automatically

3. Add captions to images for better context

4. Click Save to create the requirement

#Keyboard Shortcuts

• Ctrl+N: Create a new requirement
• Ctrl+F: Toggle advanced filters
• Ctrl+A: Select all requirements
• Ctrl+Shift+C: Toggle column manager
• Ctrl+Shift+A: Toggle analytics panel
• Escape: Clear selection, close panels

#Editing Requirements

#To edit a requirement:

1. Open the requirement details (click on the requirement row)
2. Click the Edit button
3. Modify the fields as needed:
   • Title
   • Description
   • Details (rich text editor)
   • Type
   • Status
   • Custom fields
   • Linked test cases
4. Click Save to update the requirement

#Quick Edit

You can quickly edit the type or status directly from the table:

1. Click on the type or status badge in the table
2. Select a new value from the dropdown
3. The change is saved automatically

#Deleting Requirements

#To delete a requirement:

1. Open the requirement details
2. Click the Delete button
3. Confirm the deletion in the confirmation modal

Note: Deleting a requirement removes:

• The requirement details
• Attachments
• Links to test cases

Note: Existing releases and past test executions are not affected.

#Permissions

Requirements are subject to project-level permissions:

• View Requirements: View requirements list and details
• Create Requirements: Create new requirements
• Edit Requirements: Modify existing requirements
• Delete Requirements: Remove requirements

Permissions are managed at the project level through roles. Contact your project administrator if you need additional permissions.