Importing specifications and requirements

You can import application specifications or requirements from an Excel spreadsheet. You can define specifications and requirements in a template, start with a copy of the existing items in your application, or upload a file from your local system.

Before you import a spreadsheet with specifications and requirements, verify the following information:

• All of the required fields are populated.
• An unlocked ruleset version is associated with the current application. The new specifications and requirements are created in this ruleset.
• Existing specifications and requirements that correspond to rows in the spreadsheet are checked in.
• Each row in the spreadsheet specifies an application name that is in your current application stack.

1. On the Designer Studio Application Profile landing page, click the Specifications or Requirements tab.
2. From the Actions menu, click Import from Excel to open the import dialog.
3. Click the Choose file button, and specify the location of the file that you want to import.
• If you want to import only new specifications or requirements that you define in a spreadsheet, click Download a template. This option saves an Excel spreadsheet template to your local system. You can define new specifications and requirements by adding rows to the spreadsheet.
• If you want to bulk update existing items, click Export existing to Excel. This option downloads an Excel spreadsheet that contains the existing specifications or requirements for your application. You can edit the spreadsheet to modify, add, and delete items.
4. After you specify a file to import, click Next, or the Review Contents link in the header to continue. The system analyzes the file that you want to import.
5. Review the Summary section and resolve any conflicts before clicking Import to complete the process.

After the file is imported, the Import Summary section indicates how many rows in the spreadsheet were processed or ignored:

• New records — Specifications and requirements that were automatically created in the relevant applications and rulesets.
• Updated records — Specifications and requirements that were modified based on the non-key part values in the spreadsheet.
• Skipped records — Rows that were not processed due to unresolved errors or conflicts.

You can review the updated list of specifications and requirements on the Application Profile landing page by clicking the View button.

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