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Macro

Requirement Yogi introduces two macros:

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  • Requirement Yogi macro: Use this macro to define a requirement.
  • Requirement Yogi Link: Use this macro as a link to the original requirement and/or to create dependencies between requirements. 

Let's discover the two ways to create Requirement Yogi macros.

Macro editor

Use the macro editor:

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You need to use a specific format for your pages:

  • Your page should contain tables,
  • One column, preferably the first, should contain the requirement keys,
  • The other columns are the description and the properties.

Macros outside those tables are dismissed, unlike Requirement Yogi Link macros that can be inserted anywhere in the page.

Page transformation

You can use Requirement Yogi to transform a page and automatically create Requirement Yogi macros.

This is especially helpful when you want to copy paste an existing document into Confluence and easily create requirements.

Start by creating tables in a confluence page:

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Then in view mode click on Requirement Yogi:

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Configure your columns:

  • Requirement Key: The column values will be transformed into Requirement Yogi macros.
  • Description: The column will be used as a description for requirements.
  • Property: The column will be used as property for requirements.
  • Dependency: The column values will be transformed into Requirement Yogi Link macros, the column's label will be used as a relationship for dependencies.
  • Property and dependency: The column values will be transformed into Requirement Yogi Link macros, as well as considered as requirement's properties.

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In order to create dependencies using the page transformation tool, both requirements should be defined:

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Search:

Requirement Yogi offers an easy way to search for requirements by key, text or properties.

On the left side bar click on Requirements

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Please check out our Search Syntax for more details.

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As of now, you can only search for requirements that are in the same space, we will include cross space search in the next release.

In both Search and Traceability matrix screens, you can click on a requirement to display a popup with its description, properties, dependencies and links.

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Traceability matrix:

Traceability matrix is a great tool to visualise requirements reports.

Start by a search query to display a set of requirements.

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Add columns:

You can easily add columns to display more details about your requirements.

Possible values:

  • From/To dependencies: Displays the dependencies of each requirement based on a relationship.
  • Links: Displays the title and the link to the page where the requirement was cited.
  • Properties: Displays the property of a requirement.
  • Description: Displays the description of each requirement.

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Example:

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We recommend refining your search query to only display the requirements you are interested in.

By default the limit is 200 rows displayed at once, you can change the limit but it's not recommended for performance concerns.

Delete all your data:

...

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nameTutorials

Read our onboarding tutorials on the principle features of Requirements Yogi for Cloud.

Check the following pages that explains how to use the main features of Requirement Yogi for Cloud:

Learn how to be a Requirement Yogi expert in less than 30 minutes with the full playlist: https://youtube.com/playlist?list=PLSef8S-KtJMwLDjovOQpNlXv2ijfsmG1R&si=6h6PvD0ORgs82yoj . Please feel free to comment back and give us some of your inputs to make these tutorials better (smile)

If you are a Data Center user, these tutorials are for you: https://youtube.com/playlist?list=PLSef8S-KtJMzxruWnLvGBZ15PsXbya16Z&si=5iRnleKzOYsJwEjq . If you do not know on which hosting you are, find more information here: https://community.atlassian.com/t5/Confluence-articles/How-do-you-know-if-you-are-on-Confluence-Cloud-or-Server-Data/ba-p/1917899#:~:text=%F0%9F%92%BB%20Look%20at%20the%20URL,are%20on%20Server%2FData%20Center.

Overview of all features

1- What is a requirement for us, and insert the macro

2- What are properties, dependencies and how to manage them

3- Use the search to your advantage with our tips on the syntax

4- How to use the Traceability Matrix and build powerful reports

5- Perform Calculations on your requirements

6- Variants, manage parallel branches and compare them

7 - External Properties
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8 - Requirement Yogi for Jira - How to link Requirements to Jira issues

9 - Transformation Wizard

10 - Reuse public standards and your client’s specifications: Write your requirements in paragraphs

11 - Excel loop: Export requirements, and reimport with added external properties (test results, comments, and much more)