Transformation wizard: Transform your pages

Transform your existing documents

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

You can watch the quick tutorial for an overview:

https://www.youtube.com/watch?v=4p1B7YwrfO8&list=PLSef8S-KtJMwLDjovOQpNlXv2ijfsmG1R

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 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, you won’t be able to use the transformations above, 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, 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.

How to use the Transformation wizard?

3 ways to access the wizard

1. On your Confluence page, from the page menu:
2. On your Confluence page, click on the byline at the top of the page:
3. From the Transformations tab, click "Transform" :

Example for a first transformation

On the left, you'll see a preview of the page you'll be transforming. On the right, you’ll be able to create a new transformation, or reuse a saved transformation. If you click on Add Transformation, 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). Let’s click on Next.
The Transformation Wizard will analyze your table to know which data is supposed to be transformed. Which tables do you want to transform? Which columns? Which transformation rule do you want to apply In the example, my first column is supposed to be a requirement, so I click on Yes.
Transform written text in the first cell into requirement keys You can use multiple criteria (and even regular expressions), or manually exclude single requirements. Click here if you need more information on Transforming Keys.
Next comes the dependencies and links. Find more information on the links transformation here. 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.
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.
And voilà ! Your page is now transformed.

How to reuse a saved transformation

Once a transformation is saved, you can reuse it on another page by accessing the transformation wizard again. It will also help you to apply the transformation in bulk.

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

How to transform multiple pages in bulk

If you need to apply a transformation to multiple pages at once. Go to the Transformations tab.

Select your pages
At the bottom, select a saved transformation and click on transform.

💡You can use CQL to search for specific pages.

Share your transformations

Everyone can share their transformations, and administrators can override them.

Go to the Transformations tab > Manage Saved Transformations.

Admins have access to all transformations in the space, while simple users can only manage their own transformations.

Click on edit to:
- Change the name / description
- Change permissions (view, view and read, view and edit)