Using the Application Profile Requirements tab

The Requirements tab in the Application Profile landing page allows you to review, create, and delete application requirements. Additional options allow you to view associations and export or import requirements using Excel.

Access this tab by selecting the > Application > Profile > Requirements menu item.

What are requirements?

Think of a set of requirements as the inventory of events, conditions, or functions that must be satisfied and tracked in your development project. A good requirement describes a need in business terms, has an identified category type, is testable, and indicates an implementation state (such as ‘Open’ or ‘Withdrawn’).

Examples of requirements include:

"The remaining budget must be calculated to two decimal points"

"The Routing Transit Number must be 9 digits long"

Using the requirements table

The requirements table is an interactive list that helps you quickly assess the state of your requirements and make modifications without switching context. Unless otherwise noted below, all available options are selected by default. Get started with the following steps:

1. Use filters to narrow down results:
   • Application — Specify the application name(s) whose requirements you want to see. By default, only your current application is selected.
   • Importance — Choose which importance levels to include in the results; they range from 1-Critical to 5-Useful. All values are selected by default.
   • Status — Select which requirement statuses interest you, for example, you may only want to see InProgress requirements or ignore Withdrawn ones. By default, all status values are selected.
   • Search — enter a string in this text input to only see requirements with a matching name or short description.
2. Revert all your filter selections by using the Clear Filters button. You can reset individual filter selections by clicking on the filter name and selecting the Clear All option.
3. Choose the presentation mode that best suits your needs:
   • List view — displays requirements in a simple list format, without headers. This is the default view.
   • Grid view — displays each requirement in a formatted table with labeled columns.
4. Create or edit requirements on an individual basis.
5. Use the Actions menu to export or import requirements in bulk.
6. Click Reload to update the table with your changes.

When using the grid view, the requirements table is organized into the following columns. Click on any row to launch the Add/Edit Requirement dialog:

Column	Description
Name	A unique identifier for the requirement.
Short Description	The requirement's label, typically describing its purpose.
Status	The current development status.
Importance	A numerical value indicating priority order for a requirement. Importance can range from 1-Critical to 5-Useful.
Updated By	The operator who last updated the requirement. Click to view the OperatorID form in the work area of the Designer Studio.
Updated	The time this requirement was last updated (in days), relative to the current system time.
Associations	A list of rule types (flows and specifications) linked to this requirement. Click any rule name ruleset version to open it in the work area of the Designer Studio. A number appears next to the association icon to indicate the number of links to a requirement. Not all requirements will have associations.
	A menu of possible actions you can take on a requirement, depending on its state. Select Discard to undo the current checkout of this requirement. Select Delete to set the availability of this requirement to Withdrawn and remove it from the grid.

Note: When viewing requirements in a list mode, you can click to launch the attachments modal.

How to use the Add/Edit Requirement dialog

The Add/Edit Requirement dialog can be launched by clicking the Create Requirement button at the top of the requirements table or by clicking on any entry (row) in the table itself. Once you have entered the desired information, click OK to save your changes and refresh the requirements table.

Only requirements in unlocked ruleset versions may be modified. If you launch the modal by clicking on a requirement that is in a locked ruleset version, the fields will display in read only mode.

Guidance on entering values in the main modal:

Guidance on entering values in the Details tab:

Guidance on using values in the Associations tab:

• All associated or linked rules display in a table format (columns include rule type, name, and ruleset version).
• Click on a rule name or ruleset name to open it in the work area of the Designer Studio.
• To remove an association, but not the associated rule itself, remove a row from the table and click OK.
• To get access to full options (like deleting all links), refer to the Implementation tab of the requirement rule itself.

	application profile, requirements, specifications
	Creating new requirements How to import, export, and update requirements in bulk Tools in the Application category landing page All landing pages in Designer Studio

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