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About Accompa
Signing up for Accompa
Switching to Paid Account
Terminology
Terminology
Account Administration
Billing
Managing Users
Customizing Accompa
Security Controls
Setting up Integration & API
Setting up Single Sign-On (SSO)
Managing Company Profile
Creating and Using Idea Sites
Creating & Using Triggers
Canceling Accompa
Using Accompa
First, Watch These Videos!
Quick-Start Guides (PDF)
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Definitions - Requirements, Features & Use Cases
Adding, Editing & Deleting Requirements
Adding, Editing & Deleting Features
Adding, Editing & Deleting Use Cases
Adding & Managing SmartForms
Adding & Managing SmartEmails
Viewing Requirements
Viewing Features
Viewing Use Cases
Searching Requirements Data
Using Discussion Threads
Using Polls
Tracking History & Rolling Back
Creating and Managing Relationships
Requirements Traceability
Calculating ROI Scores
Subscribing to Receive Alerts
Saving Requirements Data to Your Computer
Creating and Using Baselines
Miscellaneous Questions
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Getting Started
About Accompa
Signing up for Accompa
Switching to Paid Account
Terminology
Terminology
Account Administration
Billing
Managing Users
Customizing Accompa
Security Controls
Setting up Integration & API
Setting up Single Sign-On (SSO)
Managing Company Profile
Creating and Using Idea Sites
Creating & Using Triggers
Canceling Accompa
Using Accompa
First, Watch These Videos!
Quick-Start Guides (PDF)
Logging In
Spaces
Definitions - Requirements, Features & Use Cases
Adding, Editing & Deleting Requirements
Adding, Editing & Deleting Features
Adding, Editing & Deleting Use Cases
Adding & Managing SmartForms
Adding & Managing SmartEmails
Viewing Requirements
Viewing Features
Viewing Use Cases
Searching Requirements Data
Using Discussion Threads
Using Polls
Tracking History & Rolling Back
Creating and Managing Relationships
Requirements Traceability
Calculating ROI Scores
Subscribing to Receive Alerts
Saving Requirements Data to Your Computer
Creating and Using Baselines
Miscellaneous Questions
Customizing Accompa
General
How can I customize the fields in Accompa?
What is the difference between "Simple Mode" and "Advanced Mode"?
How do I switch between "Simple Mode" and "Advanced Mode"?
What are 'custom fields'?
Why am I unable to edit/delete some of the fields?
How can I add "custom instructions" under the "Start" tab?
What is "Custom Terminology"?
How do I implement "Custom Terminology"?
How do I customize the display of search results?
How do I activate "Edit-In-Place" feature?
How do I deactivate "Edit-In-Place"
How do I customize the format of date fields when exporting to CSV?
Add/Edit Fields
How can I add a "custom field"?
How can I edit or delete existing fields?
How do I add values in "Products" field?
How do I edit or delete a "Product"?
How do I add new values to "picklist" fields?
How do I edit/delete existing values?
How do I change the order of values in "picklist" fields?
How do I "update records" so I can delete a value from a picklist?
How do I add a new "Project"?
How do I add a new "Release"?
How do I rearrange the order in which the fields appear in "Add Requirement" form?
Dependent Fields
What are 'dependent fields'?
How can I create a 'dependent field'?
What is a "Filter List" dependency?
What is a "Show/Hide" dependency?
Custom Objects
What are "Custom Objects"?
How do I enable "Custom Objects" for my company?
How do I add a new "Custom Object"?
How can I edit or delete a custom object?
In the "Add/Edit Custom Object" page, what do the different settings mean?
How can I add fields to a custom object?
How do you add "Tags" to custom objects?
Secondary IDs
What are "Secondary IDs"?
How do I implement "Secondary IDs"?
'Shared' Discussion Threads
What are 'shared' discussion threads? How do I configure them?