Support

Expand all | Collapse all

Send a subset of requirements for review

Jump to Best Answer
  • 1.  Send a subset of requirements for review

    Posted 04-12-2018 11:30
    Hi,
    How do you send a subset of requirements for review? We have a filter that selects all requirements that have the status "Review Ready" and I would like to send a subset of those requirements for review that lives under a specific folder.

    ------------------------------
    Mikael Sandberg
    ------------------------------


  • 2.  RE: Send a subset of requirements for review
    Best Answer

    Posted 04-13-2018 10:58
    Hi Mikael,

    In this case my suggestion is to duplicate your filter and add a rule based on location:



    This way, you can just edit the location whenever you would like to filter for items in a specific folder.

    ------------------------------
    Kimberly Embry
    ------------------------------



  • 3.  RE: Send a subset of requirements for review

    Posted 04-16-2018 11:13
    Edited by Mikael Sandberg 04-16-2018 11:15
    Hi Kimberly,
    I do not see location as an option:


    We are using version 8.24-OP if that makes a difference.
    ------------------------------
    Mikael Sandberg
    ------------------------------



  • 4.  RE: Send a subset of requirements for review

    Posted 04-16-2018 12:07
    Hi Mikael,

    I just tested this in my own instance and the behavior is a bit inconsistent, but only after some weird edits. Can you take a video or screenshots with steps of what you're doing? Like, are you adding a new filter or editing an existing one? And how are you navigating once in the filter pop-up window?

    ------------------------------
    Kimberly Embry
    ------------------------------



  • 5.  RE: Send a subset of requirements for review

    Posted 04-16-2018 13:32
    Hi Kimberly,
    I did not see the location option when I was editing an existing filter. But when I added a new one the location was there. Thanks for you help!

    ------------------------------
    Mikael Sandberg
    ------------------------------



  • 6.  RE: Send a subset of requirements for review

    Posted 04-16-2018 16:21
    Hi Mikael,

    Happy to help! I'm still a bit suspicious about the inconsistency of this behavior. I'm going to ask around, if you don't mind, to figure out the reasoning behind it. I will update you with my findings. But so, so glad that you're able to get what you need now.

    ------------------------------
    Kimberly Embry
    ------------------------------



  • 7.  RE: Send a subset of requirements for review

    Posted 04-24-2018 12:31
    Hi Kimberly - how do I "add" a new filter? Are there instructions somewhere? For us we have lots and lots of sections to send to clients and would make it much easier to send them all in one review email vs clicking on each requirement page and sending. It takes a very long time.

    Thanks!

    ------------------------------
    Diana Berrios
    Alight
    ------------------------------



  • 8.  RE: Send a subset of requirements for review

    Posted 04-25-2018 12:03
    Hi Diana,

    We have instructions in the User Guide in regards to filters. Check out the pages on Using Filters and Advanced Filters.

    They're definitely nifty and should make the process of sending to review a lot more efficient. Please let us know if you have any questions on creating and applying filters after reviewing the links I provided above.

    Thank you Diana.

    ------------------------------
    Kimberly Embry
    ------------------------------