An item type defines what kind of thing an item is (a requirement, a test case, a risk) and which attributes it carries. The sample set ships with a few example types. You configure the types your organization needs under Organization settings > Item types.
To get there, click the gear icon at the top of the left sidebar, choose Organization settings, then Item types. Only org admins can create or edit types; other members see the page read-only.
Types are defined here, but they are used on items: every item is created from a type, and the attributes you set up on this page are the ones that appear on the item. See Creating and editing items for creating an item of a type, and the Item details sidebar for where its attributes are filled in.
The item types list
The table lists every type with its Name, Identifier and Usage. Use Search type to filter it.
Click New type, enter a Name and click Create. The new type opens in the editor.
Click a type's name to open it in the editor.
Hover over a row and click ... for Edit, Duplicate (creates a copy with the same attributes and no identifier) and Delete.
Editing an item type
The editor has three boxes: Settings, Attributes and Traceability rules. Changes save as you make them.
At the top, click the icon to open the icon picker and choose the icon shown for items of this type in the tree, traces and table view. Edit the name next to it.
Settings
Identifier is the prefix of every item's short ID, for example
REQinREQ-ABCD. It must be 2 to 8 letters or digits and unique across your types.AI Instructions is free text that the AI adds to its context when it generates an item of this type, for example the writing style or conventions to follow.
Attributes
Each row is one attribute of the type, with its Type, a Quality check control, a Generate with AI switch and a Visible in doc view switch. Drag the handle at the left of a row to change the order in which attributes appear on items.
Attribute kinds are Text, Number, True/False, Dropdown, User list, Parameter, Date and Test steps. A Parameter attribute holds an engineering value that other items can reference by name; see Parameters.
To add an attribute, click + under the list:
Enter the Attribute name and pick the Type. For a Dropdown attribute, choose which dropdown it uses (see below).
Turn on Set as item heading if this attribute should be the item's title in the document and the tree. Only a Text attribute can be the heading, and there is exactly one per type.
Turn on Show in document View (labeled Visible in doc view in the attribute table) to show the attribute in the document layout. Attributes that are not shown there are still available in the item details sidebar. At least one attribute must stay visible in the document view.
Optionally turn on AI Instructions and write guidance the AI follows when it generates content for this attribute, for example "Use shall statements" or "Always use SI units". User list, Date and Test steps attributes cannot be generated by AI.
Click Save. New attributes are added to every existing item of the type as well as to new ones.
To change an attribute later, click its name or open ... > Edit and make the change. The form then offers two ways to save, and tells you how many items each one affects:
Save for new items applies the change only to items created from then on. Items that already exist keep what they have.
Save for all also updates every existing item of the type. Renaming an attribute, changing which one is the heading and changing document-view visibility can all be pushed out this way.
Changing an attribute's type or its default value cannot be applied retrospectively, so Save for all is not offered for those. A change made directly in the attribute table shows a banner asking Update settings for N existing items too? with an Update existing items button, which does the same thing.
... > Delete removes the attribute from the type.
Quality checks per attribute
Text attributes have a Quality check control. Click it to see the checks grouped by category. The switch next to a category turns the whole group on or off for this attribute, and the button next to each check enables, disables or resets it. Checks inherit their default from Organization settings > Quality checks, so you only change what differs for this attribute. The control shows (Off) when every check is disabled. See Quality checks for what the checks do.
Traceability rules
The Traceability rules box defines which trace types items of this type should have to other item types, whether a trace is required, and whether a change should mark traced items as suspect. The graph shows the rules around this type, and the list below it is where you add and edit them. The switch Allow trace creation with any other item type not specified in these rules decides whether users can still create traces outside the rules. Rules are explained in full in Trace types and traceability rules.
Reusable dropdowns
A dropdown (a picklist) can be shared by several item types, for example a Status or Component list. Manage them in the Dropdowns table below the item types, or create one on the spot when you add a Dropdown attribute.
Click New dropdown and fill in the form:
Dropdown name.
Copy from: pick Start from scratch or an existing dropdown to copy its options.
Multiple choice: turn on to let users pick several options.
Options: add one option per row. Click the paint bucket to give an option a color (gray, brown, orange, yellow, green, blue, purple, pink, red, or no color), which is handy for priorities and statuses.
Click Save. Hover over a dropdown row and click ... for Edit, Duplicate and Delete.
