Skip to content

Exporting requirements

Exporting requirements from the library

Squash TM allows you to export a tree of requirements in the .xls format. This feature is often used to save or mass modify data.

The export file's default name is "requirement-export_yyyymmdd_hhmmss" by default but it can be modified.

In the library, select the items you want to export (the selection can be continuous or discontinuous) then click on the [Export] button. You can select items from different projects.

Info

You can export "rich text" fields with their HTML tags (to keep their formatting during a future import) by checking the "Keep the rich text format" box. This box can also be left unchecked to make the reading of fields easier in the export.

Exporting requirements with links between requirements and test cases

Links to other requirements and test cases will also be exported. They are respectively in the "LINK_REQ_REQ" and "LINK_REQ_TC" tabs.

Importing requirements from an export

Squash TM allows you to import what you have previously exported. This is useful when you want to mass modify or mass restore data.

To import a requirements export file, please follow these steps:

  1. Export the selected items (projects, folders, requirements) to .xls format
  2. Open the exported file and add the "ACTION" column in the "REQUIREMENT" tab. It must be in the first position in the file and contain the values:
    • "C" to create a new requirement;
    • "U" to update a requirement;
  3. Modify as you want by respecting the syntax in each column;
  4. Import the new file.

To import new requirements to a new project or another location within the tree, you have to modify the "REQ_PATH" column.

Focus

If the description of the objects contains a "/", you must drop it in the requirement path (in the "REQ_PATH" column) during the import.
You must indicate this with a "\".
For example:
the name of the project "Project1/App" and the requirement's name is "Req1/Android". The "REQ_PATH" column must be filled in as follows: "/Project1\/App/Req1\/Android"

Learn more

To complete an import file, consult the page Completing a Requirements Import File.

Back to top