Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
panelIconId1f4cc
panelIcon:pushpin:
panelIconText📌
bgColor#DEEBFF

Transform your existing documents

This wizard helps you format documents and insert Requirement Yogi macros in bulk.

Watch the quick tutorial :

Widget Connector
overlayyoutube
_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width500px
urlhttps://www.youtube.com/watch?v=8PpbWZ5nYeI
height300px

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?

...

These simple operations already fit 90% of our observed usecases. If you need other operations, please don't hesitate to submit a support ticket.

How to use the Transformation wizard?

You can access the wizard in 3 ways :

On your Confluence page, from the page menu:

On your Confluence page, click on the byline at the top of the page:

Image Added

From the Pages tab, click "Transform" :

How to use the Transformation Wizard?

Go with the flow and let us analyse your document

Before transforming the page, let's save this transformation. You will be able to reuse it later on other pages.

Image Removed

On the left, you'll see a preview of the page you'll be transforming and a screen allowing you .

On the right, you’ll be able to create a new transformation, or reuse a saved transformation.

Image Removed
  • If you click on Add rule, you’ll be able to choose a specific rule mentioned above.

  • If you directly click on Next, we’ll parse your document and guide you to the basic transformations (Generation, or keys and links transformation)

Image Added

Let's create a new one.click on Next

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.

Click here if you need more information on Transforming Keys.

Image RemovedImage Added

Next comes the requirement linksthe dependencies and links. Find more information on the links transformation here.

Image Removed

The Transformation Wizard will scan the table cells for text matching requirement macros already created, or that are in the process of being transformed, and convert them to requirement yogi link macros.

Once this is done, you will be taken to the summary screen, allowing you to edit the rules you defined, or add more.

Image Removed
Image Added

In the end, you’ll see a summary of the rules.

  • You can edit them and add more.

  • You can also save this transformation by giving it a name.

Image Added

And voilà ! Your page is now transformed.

Just click on the link or close the modal and refresh the page, and your changes should be visibleImage Removed

Image Added

Reuse a saved transformation.

...

Once a transformation is saved, you can reuse it on another page by accessing the transformation wizard again.

Notice the padlocks : They indicate a transformation only accessible to some users. By default, all transformations are private, and we'll see how to share them later.

Transform multiple pages at once. 

...

It would be tedious to repeat this process multiple times. You can easily If you need to apply a transformation to multiple pages at once by accessing . Go to the Pages tab.

Generating hundreds of requirements has never been this easy !

...