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Move, Copy and Update Multiple Records

RequirementONE gives you the ability to select multiple records in the specification documentation view, update multiple custom fields in one go (for example moving lifecycle status from tested to deployed) as well as moving or copying multiple records between specifications, or to a different place in the table of contents within the same specification.

Use this feature in conjunction with the classification charts to drill down to the subsets of data you want to update.

Copy

You can copy records to a new specification, or a different place in the table of contents, or just create a duplicate. Within the list view of a specification you can see all the records.

Use the filters to select specific records by checking the box in the top right corner of each record.

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Scroll to the bottom of the screen, and select the > COPY SELECTION option from the action menu on the right hand side

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Select a project, specification and the place in the hierarchy where you want to copy the records to.

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 The records will be copied.

Move

You can move records to a new specification, or a different place in the table of contents, in the same way as the copy.

  1. Find the records you want to move
  2. Select the records by hovering over the record and clicking the top right check box
  3. Scroll to the bottom of the list
  4. Select the "Move" option from the action menu on the right hand side

Update custom fields

You can update the fields in multiple records.

  1. Find the records you want to update using filters or the classification charts
  2. Select the records by hovering over the record and clicking the top right check box
  3. Scroll to the bottom of the list
  4. Select the "Update custom fields" option from the action menu on the right hand side

Next Steps

Now that you have moved, copied or updated your records, you can:

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