How can I create a new "SmartView"?

To create a new "SmartView":

• Login to your account.
• Click Requirements tab, then click Create New SmartView link in the left-panel under "View" section.
  • Alternatively, click Requirements tab and then click View Requirements link under the tab. In the resulting page, click Create New SmartView link.
• In the resulting page, complete all the necessary fields and click "Save" button. Most sections are self-explanatory, here is some more detail:
  • Filter Criteria section:
    • Only requirements matching the criteria defined in this section will be displayed in this "SmartView".
  • Sorting Criteria section:
    • Requirements displayed in this "SmartView" will be sorted by this criteria.
  • Columns to Display section:
    • Select columns to be displayed for this "SmartView".
  • Display Child Requirements:
    • Select this to display child requirements using "interactive tree".
  • Only Display Top-Level Requirements:
    • Select this to display parent requirements only.
  • Suppress Superseded Requirements:
    • Select this to omit requirements that have been superseded by other requirements.
  • Access Privileges section:
    • Define who can see and edit this "SmartView".

🎥 Video Tutorial: Watch this video tutorial that demonstrates how to create a new "SmartView".

💡 Best Practices

The following documents outline best practices for using SmartViews:

• Using "SmartViews" to Manage Requirements - Download document now (PDF format)
• Tracking & Managing Requirements for Product Releases - Download document now (PDF format)