Skip to main content
Skip table of contents

Transformation wizard: Transform your pages

Transform your existing documents

This wizard helps you format documents and insert Requirement Yogi macros in bulk.

When to use it?

  • When you've imported a Word document into Confluence and you need to clean up the formatting for Requirement Yogi,

  • When you are writing requirement pages and you need to assign requirement keys in bulk.

  • When you have a company policy for requirement keys, and you want everyone to apply the same formatting to their documents.

What operations are available?

These simple operations already fit 90% of our observed usecases. If you need other operations, please don't hesitate to submit a support ticket.

How to use the Transformation wizard?

Access the wizard in 3 ways

On your Confluence page, from the page menu:

On your Confluence page, click on the byline at the top of the page:

From the Pages tab, click "Transform" :

Go with the flow and let us analyse your document

On the left, you'll see a preview of the page you'll be transforming.

On the right, you’ll be able to create a new transformation, or reuse a saved transformation.

  • If you click on Add rule, you’ll be able to choose a specific rule mentioned above.

  • If you directly click on Next, we’ll parse your document and guide you to the basic transformations (Generation, or keys and links transformation)

Let's click on Next

The Transformation Wizard will ask you in which tables you want to create requirement macros, allowing you to select tables, using multiple criteria (and even regular expressions), or manually exclude single requirements.

Click here if you need more information on Transforming Keys.

Next comes the dependencies and links. Find more information on the links transformation here.

The Transformation Wizard will scan the table cells for text matching requirement macros already created, or that are in the process of being transformed, and convert them to requirement yogi link macros.

In the end, you’ll see a summary of the rules.

  • You can edit them and add more.

  • You can also save this transformation by giving it a name.

And voilĂ  ! Your page is now transformed.

Reuse a saved transformation.

Once a transformation is saved, you can reuse it on another page by accessing the transformation wizard again.

Notice the padlocks : They indicate a transformation only accessible to some users. By default, all transformations are private, and we'll see how to share them later.

Transform multiple pages at once. 

If you need to apply a transformation to multiple pages at once. Go to the Pages tab.

Generating hundreds of requirements has never been this easy !

Share your transformations

Everyone can share their transformations, and administrators can override them. Use the "Administration" tab in the Requirement Yogi search screen.

Admins have access to all transformations in the space, while simple users can only manage their own transformations.

Edit a transformation and click on the "Share" checkbox:

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.