Exporting Requirements
Overview
You can export selected or all requirements in XLSX or CSV file formats in a single click. The exported file gets downloaded on your computer.
Note
Only users with the "Export" permission enabled for the Requirement module can perform this action.
Role-based access control for the module is managed through Roles under Customization.
If a user's role doesn't have export rights, the Export option is disabled.
Why would you export requirements from QMetry?
Bulk requirements for a particular project are maintained in QMetry. A change request comes from the customer, which requires corresponding modifications in multiple requirements. QA Manager decides to update requirements in Excel file. So the team exports the requirements to Excel, makes required changes in the file and imports that excel file back into QMetry through the Requirement module.
Steps to Export Requirements
To export requirements, perform the following steps:
1. Go to the Requirement module.
2. Select the folder.
3. The content on the grid pane at right depends on the folder that you select. The grid pane at right displays requirement records for the folder.
You can also apply Filters to requirement records to export only preferred requirements.
4. Click on the cog icon at the top right corner of the toolbar and select Export.
Select Operation: Export as XLSX or CSV and click Next.
Step 2: Select requirements to export by selecting individual requirements.
Export All Records: Click on the Export All Records link to select all the records across pages to export.
Once you are done selecting requirements, click on the Next button.
Step 3 Field Export Options
Visible Fields: Select the option to export only visible fields on the List view screen. The export will exclude the columns that are hidden.
Note
The test case description and step description fields are included in the export irrespective of any field export options.
All Fields: Select the option to export all the fields irrespective of whether the columns are visible or hidden.
Click Yes to confirm.
A message pops up to view the notification for the export progress. You can view the progress in the notification window on the application header. This allows scheduled exports to run in the background and allows users to continue with their other work.
You can view the progress in the Scheduled Task window by clicking on the Scheduled Task button on the application header. This allows scheduled exports to run in the background and allows users to continue with their other work.
Refer to Notification Window for Export Progress for more details.