Bulk Update Requirements

Users can save time by bulk updating Requirements.
Users need the Requirement – Bulk Update user permission to access the Bulk Update button. 

To bulk update Requirements:

1. Filter and Search Requirements

  1. Click Requirements.
  2. Filter by grid column filters in grid view   (bulk update does not work in folder view) or use Advanced Search for the Requirements you would like to bulk update:
    • If no filters or search parameters are applied, ALL Requirements will be included in the bulk update.
  3. Click Bulk Update.


2. Select Items Tab

To manage the Select Items tab:

  1. View the grid filters and advanced search parameters already applied.
  2. Filter the Requirements to be bulk updated further by deselecting checkboxes.
  3. Click Next.


3. Editing Tab

The Editing tab contains the fields that are available for users to update:

  1. Manage the Editing tab:
    1. Add data:
      1. Update one or more fields with new data.
        For example, change the Assignee by selecting an Assignee from the Change Assignee to drop-down menu.
    2. Remove data:
      1. Click Reset to remove added data.
  2. Click Next.


4. Confirmation Tab

The Confirmation tab shows what Requirements will be updated and what changes will be made.

  1. Manage Confirmation tab:
    1. The Confirmation tab shows:
      • What Requirements will be updated.
      • What data will be changed.
    2. To send email notifications of the bulk update:
      Email notifications are disabled by default, as large bulk updates could potentially send hundreds of emails.

      1. Click to select Send email notifications.
  2. Click Submit to perform the bulk update.


5. Summary Tab

The Summary tab lists all the changes that have taken place in the bulk update.

Click Close to close the bulk update pop up.


6. Bulk Update Results in the Grid

Once the bulk update pop up is closed, the filtered, updated Requirements will appear in the grid. (If the changed data is in hidden columns, the changes will not show unless those columns are made visible.)


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