Data Entry


Each item consists out of pre-configured input fields depending of the item category. To edit an item just click in the field you want to modify. The editor will be activated. The following field types exist: (to See how to configure each of them, see input fields settings)


Field Name

Example Rendering / Usage

Rich Text Editor An editor allowing to enter formatted text.

For the legacy editor see Data Entry

The text editor is always 18 cm wide, so when printing the printed content will look similar to what you can see on the screen. When adding images they will be automatically scaled to fit on a printed page.


When you click inside a text editor, a toolbar becomes visible:


Formatting Text

You can type your text and style it using the buttons or keyboard shortcuts.

Drag and drop support
You can also drag and drop images or files into the editor. Images will be shown as image scaled to down to have at most 18cm width, files as downloadable hyperlinks. If you drag a word file into a rich text control you can decided whether to link it or insert the content of the file directly into the editor.


Besides the basic formatting tools the following tools exist:

Smart Text
This tool allows you to insert smart links or define text macros and reuse them in the rich text controls. For example you can define a tag product with a value "My Product Name" and insert this anywhere in rich text controls. When editing a rich text field it will show up as "product" when viewing or printing it as "My Product Name".
This can also be useful to insert larger text sections, like the intended use in multiple controlled documents. If the tag contains only simple characters and no formatting. It can also added in the word template, e.g. in the header or footer. See Smart Text / Text Macros / Terms and Abbreviations

Smart links (Insert References To)
You can just type any item identifier inside the text box (e.g. REQ-12). When in read mode or in reports this will be transformed into a hyperlink point to the item. Smart links to the same or another project can be also created through the menu. See Smart links.

DrawIO

The editor support inserting and editing of draw.io diagrams:


Once you inserted a diagram you edit it in the draw.io editor.

References control (Down Traces)
Shows existing down traces and allows to create new traces

Using the references control you can enter traces to items which are derived from the item you are editing (down traces), e.g. from requirements to specification:

To add references: click on the Create ... button, to select already existing item click on the Select button.

More information about traces you can find at Traces and Traceability

Text Entry Line
Allows to enter one line of text

Section with explanation

Allows to add a "Title" between two fields

This might be useful to introduce a checkbox for example:

User Selection
A drop down with all users in the project

Date Picker
Control to select a date

The date picker shows the current date in grey, the selected date in blue.

Plain Text Editor
An editor allowing to enter plain text

File Manager
A control allowing to add file attachments to an item. You can drag and drop any file on the control and it will be uploaded to the server and attached as hyperlink

Dropdown
Shows a drop down of pre-configured values. The values can be configured as project settings.

Table Controls
Tables controls can have a variety of different columns: rich text editors, drop downs selection boxes, date picker, version letters, users in the project, text editors or references to other items.



Rich text formatting
It is also possible to add image or other formatted text into the table cells. When editing a table cell press shift enter and a rich text editor will pop up.

Smart links
You can just type any item identifier or JIRA issues id inside the table (e.g. REQ-12). When in read mode or in reports this will be transformed into a hyperlink point to the item.

Test Results:
Test results for each step can be added using a drop down menu or a keyboard shortcut.

Risk Control
The risk control allows to enter risk related information. The details that are entered and the formulas to compute the overall risk level can be configured.


Input fields and formulas can be customized.

Checkbox

Cross project links
Allow to create links into other projects

Uplink information

These show information about the upstream references, these can be used for example to mark items as risk controls if they have are referenced as risk measure.

The rendering option has to be chosen from the dropdown and can be adapted in the advanced button (json) if needed.

Gate

Gate elements allow you lock fields in an item above or below the gate, depending on its approval.

Example of a locking gate. The gate passed and is configured to disable the fields above. It is also configured to require to enter a password in order to pass. This and the comment fields are optional.

Tasks / Link Control

This control allows you insert links to external web sites and bug tracking systems.

To add links you can either drag and drop them inside the control

or use the item's tool menu (Jira or Link plugin to enable):

(Design) Review Table

The review table allows your team to record design reviews for some selected items.

After selecting the items to be reviewed and the reviewers, a table shows all items and passed fail columns for the reviewers.

Reviewers can also leave comments inside the reviewed items and compare them against previously reviewed versions.