{"id":254,"date":"2016-09-21T15:49:43","date_gmt":"2016-09-21T03:49:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=254"},"modified":"2020-11-20T11:21:33","modified_gmt":"2020-11-19T22:21:33","slug":"a115","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a115\/","title":{"rendered":"Import requirements form"},"content":{"rendered":"
This form can be used to import requirements<\/a> into the selected project.\r\n\r\nYou can get to this form from the Navigator<\/a> or from the View project page<\/a>.\r\n\r\nFrom the navigator open the project into which you want to import the new requirements. Then open the Requirements section and click on the Import Requirements option.\r\n\r\nFrom the View project page go to the Requirements Section. At the bottom of the requirements table there is an\u00a0\"CSV<\/a> import button.\r\n\r\nImporting requirements are done in four steps:\r\n

Step 1<\/h4>\r\nThe first step shows you some information about the project you selected into which the new requirements will be imported and asks you for the following:\r\n\r\n\r\n\r\n\r\n\r\n
Import file<\/th>\r\nClick on the Browse button to select the file to import.<\/td>\r\n<\/tr>\r\n
Delimiter<\/th>\r\nThis field can be used to specify the delimiter used in the import file between fields. Normally this would be a comma but it can be any character you prefer.<\/td>\r\n<\/tr>\r\n
Header row<\/th>\r\nThis checkbox should be set if your import file contains a header row. Unset the checkbox if there is no header rows and you want to imnport the first row as a requirement as well.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nSelect the Next button to move to the next step.\r\n

Step 2<\/h4>\r\nThe second step allows you to specify which columns from the import file should go into which fields of the new requirements. For example the first field allows you to select which column to import into the reference field. The second field allows you to select the category column, and so on.\r\n\r\nIf you do not want to import a particular column from the file the just select the “Do not import” option from the list. You will be given an opportunity in the next step to specify default values for any fields you do not want to import.\r\n\r\nThe reference field must be unique for every requirement in your project so you cannot select not to import the reference.\r\n\r\nSelect the Next button to move to the next step. If you have selected columns for all the fields then you will skip over the next step and go straight to the last step.\r\n

Step 3<\/h4>\r\nThis step allows you to specify the default values to use for fields that you selected not to import. The fields are the same as for creating a new requirement<\/a>.\r\n\r\nSelect the Import requirements button to go to the last step.\r\n

Step 4<\/h4>\r\nThe last step is to import the data from the file into the project.\r\n\r\nIf there were any failures while importing a table will by shown listing all of the failures including the line where the failure occurred, descriptions of the failures and the first 20 characters of the line to make it easier to identify.\r\n\r\nIf any requirements were successfully imported they will be listed in a table with links allowing you to easily view the new requirements.<\/div>\r\n

Related topics<\/h4>\r\n