The following procedure applies to adding or editing tree-type forms. In the default TRACE setup, this includes requirements, requirement groups, tests cases, and test groups.

An alternative to the following procedure, are the advanced options given by Tree Editor for the management of tree structure.

To add a new or edit an existing tree-type form:

Tutorials Available: Go to Standard Forms for a list of interactive tutorials on using forms.

1.    Select the project from the drop-down list at the top of the Task pane.

2.    Select the Module button from the Module bar. For tree-type forms, this will be Requirements or Tests.

At this point, there are two options to edit a tree, as shown by Figure 5‑5:

●      Quick Edit Tree: an easy way to add forms to tree or to reorder/rearrange the tree structure.

●      Tree Editor: the same functionality as Quick Edit Tree and more: complex way of view selection of fields, filters on tree forms, backup and restore, baselines

Figure 5‑5: Edit Tree Options

Quick Edit Tree

1.    Click Edit Tree on the Task pane to display the options for adding new groups and forms.

2.    Choose one of the following:

3.    To add a new group: Click New <Form Type> Group… on the Task pane, where <Form Type> is Requirement or Test, to open the Create a new <Form Type> dialog.

a.    To add a subgroup: Click New <Form Type> Group… on the Task pane inside the existing group structure.

Note: To add subgroups to existing groups, or to add an item to a group or subgroup, it may be necessary to expand the tree structure. Click the plus (+) icon next to the existing group name to expand.

b.    To add a new form item (to a group or subgroup):

1)        Navigate to the group or subgroup that the new form item will be added to.

2)        Click the plus (+) icon to expand the group and/or display group options.

3)        Click New <Form Type>… to display the Create a new <Form Type> dialog.

c.    To edit an existing group (or subgroup):

1)        Select the group name from the tree list on the Task pane. The group form displays in the Main pane.

2)        Click Edit… in the Action links to display the Edit Form dialog.

d.    To edit an existing form item (inside a group or subgroup):

4.    Drill down to the group or subgroup where the item is located.

a.    Click the form name from the tree list on the Task pane. The form contents display in the Main pane.

b.    Click Edit… in the Action links to display the Edit Form dialog.

5.    Enter and/or update the necessary information in the fields for all the form’s tabs. See Fields for an explanation of field types and the expected information.

6.    Once all form information is entered successfully, click Save. Optionally, choose a save option from the arrow icon next to the Save button. Save options include:

a.    Save as Copy: Select to use an existing form as a template and save it using a different name.

b.    Save & Keep Editing: Select to save the form’s work-in-progress.