Data Entry

Each item consists out of pre-configured input fields depending of the item category. To edit an item just click in the field you want to modify. The editor will be activated. The following field types exist: (to See how to configure each of them, see input fields settings)

Field Name	Example Rendering / Usage
Rich Text Editor An editor allowing to enter formatted text.	For the legacy editor see Data Entry The text editor is always 18 cm wide, so when printing the printed content will look similar to what you can see on the screen. When adding images they will be automatically scaled to fit on a printed page. By clicking the pen icon next to the title of the Rich Text Editor you can access the editor and will see the following: Formatting Text You can type your text and style it using the buttons or keyboard shortcuts. Drag and drop support You can also drag and drop images or files into the editor. Images will be shown as image scaled to down to have at most 18cm width, files as downloadable hyperlinks. If you drag a word file into a rich text control you can decided whether to link it or insert the content of the file directly into the editor. Internal item references and SmartText functionalities Besides the basic formatting tools the following options exist: create internal references through SmartLinks use, edit and create SmartText DrawIO The editor support inserting and editing of draw.io diagrams: Even though it is properly embedded, we can only guarantee the functionality of our services, so if you are planning major editing in a draw.io file, we recommend to do the following: Use https://drawio.matrixreq.com to create the diagram. Save the diagram locally. Go the item you want to add this to and insert a new DrawIo Diagram. Choose Import from Device. Once you inserted a diagram you edit it in the draw.io editor. With 2.4 we added vector processing when including draw.io items, so with the addition of vectors, images maintain their quality when printed.
References control (Down Traces) Shows existing down traces and allows to create new traces	Using the references control you can enter traces to items which are derived from the item you are editing (down traces), e.g. from requirements to specification: To add references: click on the Create ... button, to select already existing item click on the Select button. More information about traces you can find at Traces and Traceability
Text Entry Line Allows to enter one line of text
Section with explanation Allows to add a "Title" between two fields	This might be useful to introduce a checkbox for example:
User Selection A drop down with all users in the project
Date Picker Control to select a date	The date picker shows the current date in grey, the selected date in blue.
Plain Text Editor An editor allowing to enter plain text
File Manager A control allowing to add file attachments to an item. You can drag and drop any file on the control and it will be uploaded to the server and attached as hyperlink
Dropdown Shows a drop down of pre-configured values. The values can be configured as project settings.
Table Controls Tables controls can have a variety of different columns: rich text editors, drop downs selection boxes, date picker, version letters, users in the project, text editors or references to other items.	Rich text formatting It is also possible to add image or other formatted text into the table cells. When editing a table cell press shift enter and a rich text editor will pop up. Smart links You can just type any item identifier or JIRA issues id inside the table (e.g. REQ-12). When in read mode or in reports this will be transformed into a hyperlink point to the item. Test Results: Test results for each step can be added using a drop down menu or a keyboard shortcut.
Risk Control The risk control allows to enter risk related information. The details that are entered and the formulas to compute the overall risk level can be configured.	Input fields and formulas can be customised.
Checkbox
Cross project links Allow to create links into other projects
Uplink information These show information about the upstream references, these can be used for example to mark items as risk controls if they have are referenced as risk measure.	The rendering option has to be chosen from the dropdown and can be adapted in the advanced button (json) if needed.
Gate Gate elements allow you lock fields in an item above or below the gate, depending on its approval.	Example of a Gate Control . More about the configuration options can be found here.
Tasks / Link Control This control allows you insert links to external web sites and bug tracking systems.	To add links you can either drag and drop them inside the control: or use the item's tool menu (Jira or Link plugin to enable):
(Design) Review Table The review table allows your team to record design reviews for some selected items.	After selecting the items to be reviewed and the reviewers, a table shows all items and passed fail columns for the reviewers. Reviewers can also leave comments inside the reviewed items and compare them against previously reviewed versions.