Baselines and versioning

Baselines can be useful:

When you want to test a specific version of your software,
When requirements evolve after you've raised a JIRA issue,
To keep track of requirements that have been approved by a client.

Do you want a full tutorial on baselines in less than 5 minutes? Check out our video:

ℹ️ Before you continue, we’ve noticed some users were trying to use the Baselines on their Cloud instance, please remember that this is a feature on Data Center only. We have replaced those by Variants in the Cloud. Check this guide if you are not sure on which you are.

How to create a baseline

A baseline contains a snapshot of your requirements at a given point of time. There are 4 ways to create a baseline:

1. Create a baseline from a search Search for requirements Tick a requirement (or all) Press "Actions..." and click "Make a baseline" A page representing the baseline and its properties is created, You must click "Freeze" on that page to actually freeze the requirements.
2. Create a baseline from the baseline screen Click "Requirements" in the sidebar, Click on the tab "Baselines", Click "Create new baseline", A page representing the baseline and its properties is created, You must click "Freeze" on that page to actually freeze the requirements.
3. Create a baseline from the Create button This option will create a ‘Baseline page’ for you, here is more information: Baselines and versioning \| How-does-the-Baseline-page-work-? .
4. Create an "instant" baseline Click on the byline icon at the top of a page, The baseline will be created for the current page only. An "instant" baseline has no associated page. Requirements are frozen immediately.

Options to capture a baseline

When freezing requirements, you can configure your baseline. These options are only available with the creation of baseline from the search, or the baseline tab.
Which requirements do you want to use? This will let you choose if you want to freeze only the requirement selected, or extend your baseline to the full search, or the whole space
When do you want to freeze the baseline? Freezing requirements now will create the baseline automatically. Freezing requirements later will save that baseline and you’ll be able to freeze it whenever. See more info here: Baselines and versioning \| How-does-the-Baseline-page-work-? .
Do you want to associate a page to it? When creating a baseline, you will get the opportunity to create a report page on the content of that baseline. It will contain a button to freeze baselines, a report of pages impacted, and the list of all baselined requirements and their contents.
Do you want to update Jira links? This feature will let you update the requirement links version to Jira issues. Here is more information: Update Jira links .
Dependencies option If your selected requirements have parent dependencies, we’ll also suggest to freeze the dependencies.

How does the Baseline page work ?

Baseline are often intellectually related to a release, to a test suite, etc. This is the reason why we've tied baselines to a summary page, so you can type any information relevant to this baseline, in free text:

Don't forget to freeze requirements

Creating a page about the baseline is not enough. You must click "Freeze requirements". This allows you to enter details about a baseline before it is entirely ready.

Baselines are represented by a page, with the exception of "instant" baselines (created using the byline icon):

To rename a baseline, rename the page,
To delete a baseline, go to the "Baselines" tab to display the list of baselines, and click "Delete" for this baseline. It requires to be space administrator.
To "refreeze" a baseline, which means to reuse an existing baseline and add/remove/update requirements, go to the "Baselines" tab and click Refreeze.
The number of a baseline is sequential, autonumbered and fixed.

How to compare versions and baselines ?

Use the on-page baseline comparator

On a page, click the "byline", select "Compare" and choose a baseline to compare to. It will highlight modified requirements.

Use the "diff" tool

Starting from the "Baselines" tab, choose two baselines and press "Generate diff".

See more information here: Diff - Track modifications between baselines .

How to link to baselined requirements ?

In Confluence

Paste the URL of a baseline requirement to create a link to an older version,
Or click on the macro, click the version button, and select the correct version.

In Jira

It is possible to link an issue to a specific baseline of the requirements. So your client can't change requirements on the fly!

In the JIRA link dialog, go to 'Criteria' and add the baseline you want.

Tip: If the baselines don't show, it means your administrator has not configured the link between the project and the Confluence space.

Once you've ticked a baseline, search for requirements. Only those in the baseline will display.

Tip: If you want to upgrade from one version to the next, click “Action" → “show baseline upgrades/downgrade”.

DOs and DON'Ts

Do ✅	Don't ❌
From JIRA, only use links to baselines when you are writing a bug report about a specific version.	From JIRA, don't link to the baseline of a requirement that you want to evolve. It is much easier to just link to whatever the current version is, then let JIRA update it whenever it is updated.
	Don't generally include images in requirements. They are not saved the same way as text is.
	Don't put too much text in a requirement. Only the title should be in the requirement; the user can click to view it in context. After all, Requirement Yogi is designed around the idea of using pages to describe requirements.

"Security" of your baselines

Baselines can be deleted.
The text and properties of requirements in a baseline can't be modified. However, related requirements that are not included in a baseline can change (obviously).
Confluence allows changing the history of pages for space administrators and plugins. Although we won't change the text of requirements, when a user clicks on a requirement to view the page history, Confluence may display the closest version of the page.
Images aren't included in the copy of the requirements. Only the URL of the image is. Always take into account that someone may have changed the image underneath a URL, and therefore make the requirement display something else than it was supposed to. It is generally not a good practice to put images in requirements.

Frequently Asked Questions

How to see all your baselines ?

There is a "Baselines" tab where you can find all baselines at a glance:
When you view an old version of a page, the detail popup shows the details of the baseline.

How to search for requirements that have been modified since a baseline ?

There is a special query term: isModified('1')

It shows all requirements which have been modified since "baseline 1";
You can as well write the name of the baseline: isModified("Release 1.3c")