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The regular way to edit the permissions of your matrices is in the Saved Matrices tab → Edit → And tick the “Share with everyone in the space” button

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select either the “With view only permissions” or “With view and edit permissions” radio button.

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🎉 Tada

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Sharing permissions

Note that you can share your traceability matrices either :

  • to allow other users to update it using the “With view and edit permissions”

  • to allow others to only see the result of your matrices without being able to update your template using “With view only permissions”. However other will be able to clone your matrices if they went to use yours as template.

To go further

Use the report

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Changes to external property values will then be saved.

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Configure the saved query of the report

If you are using a saved matrix as a template report, that you’ll be able to reuse on different pages, but showing information from different requirements, it is possible to replace the saved query by something else.

  • In the example below, see that the query is key ~ 'BR%' we’ll replace BR by FN, giving you a report based on this query: key ~ 'FN%' .

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Use template variables

The report macro supports template variables in the search query to make traceability matrices modular and reusable. Template variables allow you to save traceability matrices with a dynamic search query that can be adjusted when used in a report macro, without modifying the original traceability matrix. This is particularly useful when embedding the same traceability matrix across multiple Confluence pages with only slight modifications to the search query.

Syntax for template variables

Template variables are defined using a dollar sign, curly braces and a name (e.g. ${variableName}). You can also provide a default value by appending a colon followed by the default value (e.g. ${variableName:Default value}). Moreover, if a text looks like a variable but should not be treated as one, you can escape it using a backslash (e.g. \${variableName}).

Examples:

  • ${prefix}: A variable named prefix with no default value.

  • ${prefix:BR}: A variable named prefix with a default value of BR.

  • \${prefix}: Literal text ${prefix} that should not be treated as a variable.

Use template variables in the “Traceability” tab

  • Navigate to the Traceability tab.

  • Use template variables in the search query.

  • When the search query contains variables, a Variables dropdown is displayed in the search bar.

  • The Variables dropdown allows you to test and preview the traceability matrix by dynamically setting variable values. The variable values defined here are not saved, they are for preview purposes only.

  • Once you’re happy with your search query, you can save the traceability matrix.

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Use template variables in the report macro editor

  • Edit a Confluence page.

  • Start inserting a report macro.

  • Select the traceability matrix containing template variables.

  • When the search query of a traceability matrix contains template variables, the macro editor allows you to define a value for each variable. If a value is left blank, the default value of the variable is used (or an empty string if there is no default value).

  • Insert the report macro.

  • The report macro will be rendered using the provided values.

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Export your reports in PDF

You can now export your reports in PDF! Simply click on the three dots at the top-right of the page and on export. The dynamic RY Report macro will be visible just like this:

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Permissions cross spaces

You can insert macros that pull data from an other Confluence space. The report macro uses the permissions of the space where it was saved to display requirements.

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