Managing System Features

Query feature

• By adding filters
  1. Click the search box in the feature list and select one or more filters to search for system features.
  2. To clear all filters and display all data, click on the right of the search bar.
• By using a saved view
  1. Click the search box in the feature list and select one or more filters.
  2. Click on the rightmost of the search bar, and enter a view name.
  3. Click OK. The created view is displayed next to the SF button.
  4. Select the created view to query the system features that meet the search criteria.

     Views can be shared with others, modified, and deleted.

You must have permission to view features.

Import work items

Use the provided template to import system features in batches.

1. In the system feature list, click on the right of the search bar, and select Import SF.
2. In the displayed dialog box, click Download Template.

   The import template file is displayed in the lower part of the page. Save the file to the local PC and fill in data. The template file should be named in the following format: Project name + "-" + Module name (for example, Feature) + Template.

3. Set the fields in the SF - List sheet of the template.

   For details about how to set parameters, see the SF - Import Rules sheet in the template file.

4. Drag or click to select a file to be imported.
5. Click Import. The import progress dialog box is displayed.
   • After the import is successful, you can view the imported requirement information in the system feature list.
   • If the import fails, a message is displayed in the upper right corner of the page. Click View Failure Details in the message to view the failure details. You can modify the requirement information based on the details and import the template again.
     NOTE:

     For details about operations on import records, see Viewing Work Item Import/Export Records.

You must have permission to import features.

Export work items

Export system features in batches to an Excel file.

1. Export some or all your system features.
   • Export all: On the Feature Tree page, click on the right of the search bar and choose Export All. The Select Fields to Export dialog box is displayed.
   • Export some: In the feature list, select one or more system features to be exported and click Export at the bottom of the page. The Select Fields to Export dialog box is displayed.
2. Select the fields to be exported.
3. Click Export. A dialog box is displayed, indicating the export progress.

   After the system features are exported, the feature file will be automatically downloaded to the local PC. The file format is .xlsx.

   NOTE:

   For details about operations on export records, see Viewing Work Item Import/Export Records.

You must have permission to export features.

Configure fields to display

You must have permission to view features.

Edit work item

On the system feature details page, click the value box of the field to be modified, and enter a target value in the text box or select one from the drop-down list. The modification is saved immediately.

You must have permission to edit features.

Change work item status

Go to the work item details page, click the Status field, and transition the work item to the target status. For details about status transition, see Table 1.

You must have permission to set statuses for features.

Baseline feature

1. Go to the work item details page, and choose > Baseline. The Baseline dialog box is displayed.
2. Click OK.

   The baseline icon is displayed on the left of the system feature title.

You must have permission to baseline features.

Initiate baseline review

1. Go to the work item details page, and choose > Baseline Review. The BR page is displayed.
2. Enter BR information.

   By default, the Baseline Object is the system feature for which the baseline review is initiated.

3. Click Submit. The Review page is displayed.

   Choose Review > Baseline Review to check the new baseline review.

4. Switch to the Feature Tree page. The icon of the system feature that is under baseline review is displayed as .
   NOTE:

   Track the review progress of the baseline review. The system feature can be baselined only when the baseline review status changes to Approved.

You must have permission to view features.

Initiate change review

The change process can be initiated only for baselined and uncompleted FEs.

1. Go to the details page of a baselined work item, and choose > Change Review. The CR page is displayed.
2. Enter the change review information.
   • Change Object: By default, it is the system feature to be changed.
   • Collaborative Parent Item Change: Only existing CRs can be added.
3. Click Submit. The Review page is displayed.
   Choose Review > Change Review to check the new CR in the change process. The CR state is Pending review by default.

   NOTE:

   Track the review progress of the CR. Only when the state is Approved, which means that the CR has been processed, will the changed content display in the corresponding system feature.

You must have permission to view features.

Upload attachment

Attachments can be pictures, workbooks, manuscripts, and text files. A maximum of 100 attachments can be added to each work item, and their total size cannot exceed 50 MB.

1. Go to the work item details page, and click the Attachment tab.
2. Click the box to select a local file or drag the file here to upload it as an attachment for the work item.

   Local files can be directly dragged to the text box. When the upload progress reaches 100%, the system displays a message indicating that the attachment is uploaded successfully.

   Move the cursor to the file that is successfully uploaded. The operations that can be performed are displayed.

   • Click to download the file.
   • Click to delete the uploaded file.

You must have permission to upload attachments for features.

Add and check related items

A work item can be associated with other types of work items in a project.

1. Go to the work item details page and click the Related Items tab.

   

2. Complete association.
   • Subrequirement: IR of a child requirement in the current FE.

     Creating a child requirement: Click Create IR to add a child requirement.

     Each requirement can be broken down into a maximum of 10 child requirements at a time. One child requirement is displayed by default and cannot be deleted. Click to expand and configure more information.

     After the child requirements are created, you can check and edit them on the R&D Requirements tab.

   • Associate Work Item: associated work items of other types in the project.

     Task work items can be associated.

   • Files: files corresponding to the feature.

     Select a file associated with the current feature. You can upload a local file.

   • Wiki: wikis corresponding to the feature.

     Select a wiki associated with the feature. You can create a wiki.

   • Test Case: test cases corresponding to the system feature. You can select system features associated with test cases in CodeArts TestPlan.

You must have permission to create/associate/dissociate child features, create/associate/dissociate child requirements, create/associate/dissociate work items, associate/dissociate files, and associate/dissociate wikis for features.

Add workload

1. Go to the details page of a work item and click Workload.
2. Click Add Workload. The Add Workload dialog box is displayed.
3. Enter the workload information.
   • The end date cannot be earlier than the start date.
   • Decide whether to select Weekends included. If not, weekend workload records will not be generated.
   • You can select Total or Daily for Workload.
   • Work Type options include backend development, frontend development, UI design, replacement leave, debugging, and general. You can also customize the value by referring to Creating Work Types.
4. Click OK.

   The system automatically generates corresponding records based on the entered dates and days.

   The workload can be edited and deleted.

You must have permission to add person-hours for features.

Workloads can be edited and deleted by the creator. By default, the project administrator can edit and delete all workloads.

View operation history

History displays all operation logs of users, including creation, status transition, review initiation, work item association, and workload adding.

1. Go to the work item details page.
2. Click the History tab.
   • Click or to check historical records in the ascending or descending order of operation time.
   • You can set search criteria to query historical records that meet the search criteria.

You must have permission to view features.

Tag work item

1. Go to the work item details page. Click next to Tag at the top of the page, and select Create Tag.

   The added tag is displayed in the Tag area.

2. In the Create Tag dialog box, set Tag Name and select Tag Color.
3. Click OK.

   The new tag is displayed next to the requirement ID in the feature list.

4. (Optional) Hide a tag.
   • Click next to Tag. In the displayed dialog box, deselect √ to hide the tag.

     

   • Move the cursor to the tag name and click to hide the tag.

     

     NOTE:

     If you need to add tags for multiple system features, select the desired system features, click Batch Edit in the lower part of the page, and select Tag.

You must have permission to edit features.

Add comment

1. Go to the work item details page.
2. On the Details tab page, click the Comments text box.

   

3. Enter a comment.

   You can upload images, enter links, associate work items, and use @ to notify project members in comments.

4. Click Submit.

   Submitted comments can be replied, edited, pinned to the top, and deleted.

You must have permission to view features.