Searching Requirements Containing Matching Text Strings

To search for a requirement that contains a matching text string in its description:

  1. Click Home.
  2. Click Search Description. The Grid Filter dialog box is displayed. The Grid Filter dialog box allows you add a new search criteria and save it for the future use.
  3. Click Click here to add a new criteria line to choose or define a filter criteria.
  4. Select an operator from the first Conditions drop-down list (i.e., begins with, equals, greater than, etc.).

    Select the And or Or or Not option button and repeat Step 2 to enter a second filter condition if desired.

    Note: And displays the requirements that meet both criteria. Or displays the requirements that meet one or both of the conditions. Not displays the requirements that meet none of the conditions.
  5. Click on the ... button beside the rows to open the filter manager.

    Filter manager displays the list of existing filters and also it details.

    • Click Duplicate to make a copy of the existing filter on to the server
    • You can edit the name in the Name text box under the filter details.
    • Click New to create a new filter in the server.
    • Click Global to make the filter globally accessible to all the users.
    • Click Delete to delete an existing filter in the server.
    • Click Click here to add a new criteria line to choose or define a filter criteria.

    The newly created filter appear in requirement grid filter dialog box.

    Note: By setting the filter as global, the users as well as administrators have read-only access to the filter. They cannot modify or delete the filter. However, after a user account has been deleted, all administrators get delete/modify access to their global filters.
  6. Click on the drop-down list under the rows to load an existing Filter Criteria that was previously saved on the Server.
    Note: The old format of Requirement Grid View File which contains the old format of the Filter will no longer be accepted. You will have to create a new filter and save it to the server. If the old Requirement Grid View File is opened, it will not apply the old filter. It will only apply the view display settings
  7. Click the save icon to save the filter.
  8. Click the check box below to obtain and show the "Hierarchy Numbers" column, "Description" column and "Last Modified Info" column.
    • Select Retrieve hierarchy numbers check box to display the requirement hierarchy numbers in the grid. Using this feature may slow performance.
    • Select Retrieve last modified information check box to display last modified information.
    • Select Retrieve description field check box to retrieve description field.
  9. Click OK to filter, or Cancel to exit without filtering.