2.03 Requirements search

2.03.1. Search procedure

In the 'Requirements workspace',

1. Click on the search icon

2. Define your search criteria

3. Click on [Search]. Requirements matching the defined criteria are displayed.

2.03.2. Search criteria

After clicking on the search icon, the search criteria page is displayed :

Available search criteria are :

• Projects

• General Information

  • • ID

    • Reference

    • Label

    • Description

• History

  • • Author of the requirement

    • Date of creation

    • User who last modified the requirement

    • Date of last modification

• Properties

  • • Criticality

    • Category

    • Status

• Milestone (When milestone is 'Active')

  • • Label

    • Status

    • Term date

• Versions

  • • All versions

    • Only last version of each requirement

• Content

  • • Description (empty or not)

    • Attachment (with or without attachment(s))

• Associations

  • • Number of associated test case(s)

    • Presence of child requirement(s)

    • Association with a parent requirement

• Custom Fields

  • • All custom fields associated to your project(s) and requirements

Note : In order to facilitate the search, in the Requirements history criteria, "Created by" and "Modified by" propose to automatically complete the field with suggestions. When a keyboard letter is entered, it proposes a drop down menu with all users who have created or modified requirements, and whose login starts as the first keyboard letters.

2.03.3. Type of search

For text field, such as General Information and Custom Fields criteria, it is possible to have three types of search :

• Proximity search

A phrase search matches only the documents that contain a specified phrase. For instance, a phrase search containing "requirement" will find "requirement 1", "requirement 10", "new requirement", etc. as results.

• Wildcard search

A search that substitutes one or more characters in a search query for a wildcard character like "*". For example, using " * " in a search query "R* " will help you find "req 1", "req 2", "Requirement 10", that is to say all results starting with "R".

Note : This kind of search is available only for text field queries : references, labels and custom fields.

• Phrase search

A phrase search matches only the documents that contain a specified phrase. For instance, searching a phrase like "requirement 1" in a search query will get you to only find "requirement 1". It is necessary to write down your search query in quotation marks or inverted commas.

2.03.4. Search results page

Clicking on [Search] launches the search. Matching results are displayed in a result page :

2.03.3.1 Sort the results

Results can be sorted by clicking on one of the double arrows in the column header.

2.03.3.2 Modify search criteria

To edit or refine your search criteria, click on [Modify research criteria] on the upper right corner of the page. The search page, with the previously specified search criteria will be displayed.

2.03.3.3 Perform a new research

To launch a new search, click on [New research]. You will be redirected to the search criteria page and all default options will be back on again.

2.03.3.4 Edit requirements

There are two possibilities to edit your requirements in the research result page : either "one by one" or by executing a "mass change".

To edit a specific requirement in the results table, click on the editable fields : reference, label, criticality, category and status.

To modify several requirements at once (mass changes) :

• 1. Select the requirements you want to modify

  2. Click on [Edit]

  3. Check the boxes corresponding to the fields you want to edit and select the target value

  4. Confirm your choice

  5. All selected requirements are updated

Note : Editing of test cases (be it 'one by one' or 'by mass' change) also depends on the user's rights (role and scope). When relevant, a message is displayed to inform the user that the modification of the selected test case(s) is not allowed.

2.03.3.5 Export search results

Results can be exported in .csv format by clicking on [Export].

2.03.3.6 Modify milestone (When milestone is 'Active')

For Administrators and Project Managers, the button [Modify milestone] will appear. This enables you to bind / unbind milestones in one or more requirements simultaneously, when the scope and status of milestones allow it.

To bind / unbind milestones in one or more requirements simultaneously :

• 1. Select the requirements that are or may be associated with at least one milestone in common

  2. Click on [Modify milestone]

  3. Check / uncheck the milestone(s) you want to associate / disassociate and click on [Confirm]

  4. All selected requirements are updated

FOCUS

In milestone mode, only requirements associated with previously selected milestone will be displayed and therefore the block 'Milestone' and the [Modify milestone] button will not be present in the pages related to the search requirements.

2.03.3.7 Access the requirement details page

Click on the pencil icon (available at the end of each line in the results table) to access the requirement details page.

2.03.3.8 Access the requirement

At the end of each line, a folder icon heads towards the selected requirement within the requirements classification tree (requirements workspace)

BEWARE

To use this feature on existing datas (when you update your Squash version) you need to go to the administration space and click on the indexation button. This action will launch the indexation of your database.