Edit Document

Edit Modes

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

If you open a Project Folder then all project documents are opened in Read Only Mode and you need to switch a document which you want to change into Exclusive Edit Mode before editing by Document > Start Editing Document menu or by CtrlShiftE shortcut. This allows more editors to work independently on different project documents at the same time, see Exclusive Edit Lock section. When you finish your changes you can switch the document back to Read Only Mode by Document > Finish Editing Document menu or by CtrlShiftE shortcut.

Note: If you are using the FREE plan then you cannot edit projects with more than 150 objects or more documents, see plans comparison .

Create New Objects

You can add a new document object before, after or as a child of the selected document object by Edit > Add New menu:

AddMenu.png

Alternatively, you can choose one of the corresponding buttons from the toolbar or press directly keyboard shortcut CtrlEnter to insert a new object after, or CtrlShiftEnter to insert a new object before, or 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 and you can immediately edit its heading or text description in a rich text editor.

Delete Objects

You can delete the selected object including whole subtree containing all its children by Edit > Delete menu, CtrlDelete keyboard shortcut or by toolbar button. Deleted objects are not removed from the document, but instead marked as deleted and all all edit operations are disabled for them.

You can choose whether to display the deleted objects with full details or if only the first line of text is displayed using Edit > Preferences > Show details of deleted objects option. The following picture illustrates display of deleted objects without details:

Display of Deleted Objects

You can undelete the 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 by Edit > Delete menu, CtrlDelete keyboard shortcut or by toolbar button.

You can permanently remove (purge) the selected deleted objects including their deleted subtrees by Edit > Purge > Purge Selected menu or by CtrlShiftDel keyboard shortcut. Note that purging a deleted object removes also all deleted children and does not work on non-deleted objects. You can purge all deleted objects in the current document by Edit > Purge > Purge All menu.

Cut, Copy and Paste Objects

You can copy / cut selected objects into the application clipboard by Edit > Copy / Edit > Cut menu or by the standard keyboard shortcuts CtrlC / CtrlX.

The copied / cut objects can be pasted into the current project by Edit > Paste menu or CtrlV the standard keyboard shortcut. In the Paste popup menu you can check if you want to copy value of custom attributes, attachments or copy object links and specify the location of the pasted objects :

PasteMenu.png

If you check Link to Origin option then the new copy is linked to its origin. You can display the links from a copy to the origin links and all links inherited from the origin by checking menu Edit > Preferences > Show origin and inherited links, see also Inherited Links documentation section.

Pasting works similarly as adding new requirements by respecting the tree document structure. In case of the copy operation, each pasted (new) object is assigned a new ID. In case of Cut and Paste operation in 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. In case of Cut and Paste operation 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

You can easily move the selected object in the document hierarchy by swapping with its previous or next sibling, promoting to the parent level or demoting to the children level. To move the selected object choose the desired action from menu Edit > Move, or use the corresponding shortcut:

MoveObjects.png

Edit Document Objects

Edit Heading and Text

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

You can edit text of a selected object by Edit > Edit Text menu, CtrlE shortcut. In the opened Description rich text editor you can change font style to bold, italic or underline and use numbered or bullet list:

EditorTextDescriptionMode.png

You can open the Description editor directly in heading edit mode by Edit > Edit Header menu or by CtrlH shortcut.

EditorHeadingMode.png

You can also open the Description editor by pressing just Enter shortcut and let the application choose automatically the heading or text edit mode.

While the Description editor is opened, you can switch between heading and text description mode using Tab shortcut. It is also possible to explicitly change to heading mode by pressing CtrlH, and to text mode by pressing CtrlT.

Tip: You can easily insert embedded tables by creating a table in Word or Excel, copying it to the system clipboard and pasting it into the rich text editor.

To save the changes you can either click anywhere outside the editor or press CtrlEnter. Pressing Esc leaves the editor with discarding all your changes.

Edit Custom Attributes

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

Editor for enumeration custom attribute Status:

EditStatus.png

Editor for date attribute Deadline:

CustomAttributesEditors.png

The attributes which can not be edited (have readOnly flag) are shown with icon in the column heading.

Discussion

You can add a new comment for the selected requirement using Edit > New Comment menu, clicking on button or by CtrlM shortcut.

NewComment.png

You can also edit or delete your last comment by clicking on resp. button in Discussion right pane:

EditLastComment.png

Attachments

You can attach to each object one or more files by Edit > New Attachment menu, toolbar button or by CtrlShiftA shortcut. There is no restriction on the file type of the attachment, although only image attachments can be displayed in Description column.

AttachmentExample.png

Note: Attaching large image files leads to dropping application performance so please resize each large image before attaching into the project.

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

AttachmentContextMenu.png

You can create a URL link by pasting the corresponding URL (e.g. “https://www.reqview.com”) in the rich text editor when editing the requirement text, comment or a XHTML attribute. You can directly edit the link text however the linked web page can not be changed.

Note: There is currently a usability issue in Goggle Chrome browser - the link formatting is lost for the edited link text except its first character. A workaround is to select the link text except the last character then change the link text and finally delete the last character.

Edit Document Name

You can change document name by clicking on document name on the top of the page or from Document Properties dialog which can be opened by clicking on document ID on the left of document name or from Document > Document Properties menu.

Updated for version 2.5.0