Filter, View, and Search Requirements

The Requirements page allows users to view, search, and filter all Requirements and see their associated categories, dependencies, and test plans.

Requirements are the goals a piece of software must achieve in order to be accepted. For example, the Requirements of a website might be that it works on devices and is usable across browsers. Plutora Test allows users to create any number of Requirements that can be reused in multiple tests.

Also see how to Quick Search and Advanced SearchAdd and Edit RequirementsDuplicate Requirements, and Delete Requirements.

External ID will be renamed Requirement ID.

Requirements Sept 18 2017

To filter and search Requirements:

  1. Click Requirements.
  2. Filter:
    Plutora Test will now remember your filters if you leave the page, or log out and back in again.  

    1. Free text fields:
      1. Type your filter keyword into the Search field under a column header.
        Requirement search filters
      2. Press the Enter key on your keyboard.
    2. Assignee fields:
      1. Add an assignee or user group:
        1. Click under the column header.
        2. Scroll down to browse assignees and user groups or type a search term.
        3. Click to select an assignee or user group.
          Assignee filter
      2. Remove an assignee:
        1. Click the blue XBlue cross
          Remove assignee
    3. Combo box menu fields:
      1. Click under the column header.
      2. Click to select one or more checkboxes or:
        Combo box with select all button Deselect All button
        Use the Select All or Deselect All buttons to make multiple selections at once.
      3. Press the Enter key on your keyboard.
    4. Date fields:
      1. Add a date selection:
        1. Click Start Date or End Date.
          Date column filter
          If the Start Date and End Date buttons on the date fields column extend into the column on the right and hide its filter, stretch the date fields column until both buttons fit. 

        2. Scroll through the months by clicking < or >.
        3. Click a day to select a date and click Close.
        4. Click Today to select today’s date.
      2. Remove a date selection:
        1. Click Start Date or End Date.
        2. Click Clear.

Users can show and hide columns in the Requirements page, including Requirements Custom Fields.

 Requirements Custom FIelds columns can now be filtered.

To show and hide columns:

  1. Click Requirements.
  2. Click the header of the Action column on the far right.
    Action column header
  3. Click to select the fields you would like displayed.
    Requirements fields
    Grayed out checkboxes cannot be deselected.
  4. Click Save & Close.
    The selected fields will appear as new columns on the right of the Requirements page.

Click the Folder View Requirements folders button v30277ae096cbb7227button on the top-right corner to open Requirements Folders view. See Manage Requirements Folders View for more information.

Requirements Sept 18 2017 folder view

Click RTM RTM button in the top-right corner to open the Requirements Traceability Matrix window. See Manage Requirements Traceability Matrix for more information.

Requirements Sept 18 2017 RTM button

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