Transformation Wizard: Transform your pages

Watch the quick tutorial :

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?

• 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 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 to use the transformations above: Vertical table transformation;

• 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.

Accessing the Transformation Wizard

You can access the wizard in two ways :

From the page menu :
From the Pages tab, click "Transform" :

Using the Transformation Wizard

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, ... )

In the wizard, 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.

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

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 apply a transformation to multiple pages at once by accessing the Pages tab. Generating hundreds of requirements has never been this easy !

Share your transformations

Everyone can share their transformations, and administrators can override them. Use the "Administration" tab in the Requirement Yogi search screen: Admins have access to all transformations in the space, while simple users can only manage their own transformations.

Sharing

Edit a transformation and click on the "Share" checkbox: