Edit Documents

After you create a new project or open a Project File, you can modify any of the project documents by changing the document structure, updating attributes of objects, commenting on objects, or linking objects.

Edit Documents

When you open a Project Folder, all project documents are opened in Read Only Mode. To edit a document, switch the document that you want to change into Exclusive Edit Mode. To switch to Exclusive Edit Mode, click Document and select Start Editing Document, or press CtrlShiftE. This allows multiple editors to work independently on different project documents simultaneously. For more information, see Edit Documents Exclusively.

When you finish changing the document, switch the document back to Read Only Mode. Click Document and select Finish Editing Document, or press CtrlShiftE.

Note: If you are using the FREE plan, then you cannot edit projects with more than 150 objects or more documents, For more information, see the Compare Plans table.

Create New Objects

Add a new document object before, after, or as a child of the selected document object. To create new objects, select Edit, and mouseover Add New. Select one of the following options:

AddMenu.png

Alternatively, use the shortcuts as shown above. Press CtrlEnter to insert a new object after, press CtrlShiftEnter to insert a new object before, or press CtrlAltEnter to insert a new object as a child of the currently selected object.

The new document object gets automatically a unique ID in the current document. You can edit its heading or text description in a rich text editor.

Delete Objects

To delete the selected object (including the whole subtree containing all its children), click Edit and select Delete, or press CtrlDelete. You can also click the toolbar icon. Note: Deleted objects are not removed from the document, but are rather marked as deleted. All edit operations are disabled for deleted objects.

You can choose whether to display the deleted objects with full details or to display only the first line of text. Click Edit and select Preferences. In the Preferences dialog select Show details of deleted objects. The following image shows deleted objects without details:

Display of Deleted Objects

Undelete Objects

To undelete a selected deleted object from the project (including the whole subtree containing all its children and all deleted parents on the path to the document root), click Edit and select Delete, or press CtrlDelete. You can also click the toolbar button.

Permanently Remove Objects

To permanently remove (purge) selected deleted objects (including their deleted subtrees) press Edit, mouseover Purge, and select Purge Selected, or press CtrlShiftDel. Note: Purging a deleted object also removes all deleted children, but does not work on non-deleted objects.

To purge all deleted objects in the current document, select Purge All from the Purge drop-down.

Copy and Paste Objects

You can cut or copy selected objects into the application clipboard. Click Edit and select Copy or Edit and select Cut, or press the standard shortcuts CtrlC or CtrlX.

Cut or copied objects can be pasted into the current project by clicking Edit and selecting Paste, or pressing CtrlV. In the Paste popup menu select if you want to copy value of custom attributes, attachments, or copy object links and specify the location of the pasted objects:

PasteMenu.png

Select the Link to Origin option to link the new copy to its origin. To display the links from a copy to the origin links and all links inherited from the origin, click Edit and select Preferences. From the dialog, select Show origin and inherited links. For more information, see Inherited Links.

Pasting works similarly as adding new requirements by respecting the tree document structure. When you paste, each pasted (new) object is assigned a new ID. When you Cut and Paste within the same document, the entire source subtree is moved in the document to its new position and all the IDs of the objects are preserved. When you Cut and Paste to a different document, all copied objects are marked as deleted in the source document and pasted as new objects with new IDs in the target document.

Move Objects

Move a selected object in the document hierarchy by swapping with its previous or next sibling, promoting to the parent level or demoting to the child level. Click Edit and mouseover Move. Select from the following options or use the corresponding shortcuts:

MoveObjects.png

Edit Document Objects

Each document object has a section heading and text description, which are displayed in the combined Description column of the Requirements Table.

Edit Description

To edit the text of a selected object, click Edit and select Edit Text or double click on it. In the inline rich text editor, you can change font style to bold, italic, use numbered or bulleted lists:

EditorTextDescriptionMode.png

To open the Description editor directly in the heading edit mode, click Edit and select Edit Heading, or press CtrlH.

EditorHeadingMode.png

To open the Description editor, press Enter or F2 and let the application automatically choose the heading or text edit mode.

While the Description editor is open, you can switch to the heading edit mode by pressing CtrlH, and to the text edit mode by pressing CtrlT.

To save the changes, click anywhere outside the editor or press CtrlEnter.

Note: Pressing Esc leaves the editor and discards all your changes.

Edit Text Dialog

You can press CtrlE to edit xhtml attributes with larger texts in the Edit dialog.

EditTextDialog.png

The Edit dialog enables editing of URL links and embedded tables, which are unavailable in inline editors.

Edit URL Link:

InsertURLLink.png

Edit Embedded Table:

EditEmbeddedTable.png

Edit Attributes

The values of custom attributes are displayed in separate columns. If the focused attribute column is editable, you can modify its value for all selected objects (rows) at once by pressing Enter or F2. ReqView chooses the right editor depending on attribute type.

The following shows the editor for enumeration custom attribute Status:

EditStatus.png

The following shows the editor for date attribute Deadline:

CustomAttributesEditors.png

You can press CtrlE to edit larger text of xhtml attributes in the Edit dialog.

Attributes that cannot be edited (they have the readOnly flag set) are shown with a icon in the column heading.

Comment and Review in Discussion Pane

You can add a new comment to the selected requirement. Click Edit and select New Comment, or press CtrlM. You can also click the toolbar icon. The following image shows the New Comment window:

NewComment.png

In the Discussion pane, edit or delete your last comment. Click or . The following image shows the Discussion pane:

EditLastComment.png

Attach Images and Documents

Attach one or more files to each object. Click Edit and select New Attachment, or press CtrlShiftA. You can also click the toolbar icon.

Note: There are no restrictions on the attachment file type, but only image attachments will display in the Description column. See an example below:

AttachmentExample.png

Note: Attaching large image files leads to reduced application performance. We strongly recommend resizing each large image before attaching it to the project.

To save, update or delete an attachment, right-click on the selected attachment and select Save Attachment, Update Attachment or Delete Attachment from the menu:

AttachmentContextMenu.png

Edit Document Name

Change the name of the document by clicking on the document name at the top of the page or from the Document Properties dialog. To open the Document Properties dialog, click on the document ID on the left of document name, or click Document and select Document Properties.

Updated for version 2.7.0