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Transform your existing documentsThis wizard helps you format documents and insert Requirement Yogi macros in bulk. |
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Watch the quick tutorial :
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When to use it?
When you've imported a Word document into Confluence and you need to clean up the formatting for Requirement Yogi,
When you are writing requirement pages and you need to assign requirement keys in bulk.
When you have a company policy for requirement keys, and you want everyone to apply the same formatting to their documents.
What operations are available?
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If you would like to insert macros in bulk, use the generate requirement keys transformation;
If you have imported your requirements, or already wrote keys in your tables. Transform the text into requirements keys;
If your reference and links to other requirements are written in text, transform them into requirement links macros;
If you want to transform your requirement macros back to text, because you are uninstalling the app, or because you have applied a transformation to the wrong table, use the Reverse transformation;
If you have copied and pasted definition macros but want them to be links, the reverse transformation will also allow you to do that;
If you notice your requirements do not have any properties, it might be because your table headers are not actual headers (just grey cells). Use the rule to transform all your table headers into actual headers;
If your requirements are written in vertical tables, it also possible you won’t be able to use the transformations above: Vertical table transformation, unless you use the Transformation for Vertical tables;
If you want to add a configuration macro from the view mode, there is a transformation for that;
If you have requirement links macro and either want to point them all to another space or variant, or change their current variant or space, use the Change variant or space rule;
If you have manually migrated your Server pages to the Cloud, you can transform Server macros into Cloud macros;
These simple operations already fit 90% of our observed usecases. If you need other operations, please don't hesitate to submit a support ticket.
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How to use the Transformation
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wizard?
You can access the wizard in two 3 ways :
From On your Confluence page, from the page menu : | |
From the Pages tab, click "Transform" : |
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How to use the Transformation Wizard
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Wizard features :
Transform text in requirement yogi macros
Automatically find requirement keys and convert them to link macros
Automatically generate unique keys
Add, or rename table headers used to generate requirement properties
and more to come (handle vertical tables, generate requirements from paragraphs, ... )
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, you'll see a preview of the page you'll be transforming and a screen allowing you to create a new transformation, or reuse a saved transformation. | |
Let's create a new one. The Transformation Wizard will ask you in which tables you want to create requirement macros, allowing you to select tables, using multiple criteria (and even regular expressions), or manually exclude single requirements. | |
Next comes the requirement links. |
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