Outline Editor

Dynamic and PDF documents Outline Editor

The Outline Editor tab is used as the main view to author documents; both in authoring new and editing existing requirements files. This tab provides an XML Editor experience where the requirements file is presented in an outline based on the XML structure of the file.

Note: The Outline Editor is available only for dynamic and PDF documents and is the default tab displayed when opening dynamic documents.

Authors utilize this tab as the main view of a requirements file for authoring and testing. It is here where you can build the file and edit it's contents by adding and removing elements and attributes to adjust the content of the document and to apply formatting requirements to the document.

This window allows you to browse through the document's hierarchy, expand and collapse nodes, as well as edit PTR data within the PTR Editor window.

If the PTR Editor is open and the selected node has associated PTR information, the information is automatically populated within the PTR Editor Window.

Shortcut Menu

Shortcut menus are different for each tab, where applicable, and available menu commands can change based on the context of the selected (right-clicked) item.

Menu Item	Description
Add Child Element	Adds a child element to the selected element. The subsequent list of elements changes contextually based on the selected element. This ensures that you cannot add a child that would be invalid according to the schema. When the list of elements is thirty (30) or greater, the Add Element dialog box is displayed instead of the context menu. This allows you to quickly filter through the list and add the desired element as a child.
Add Attribute	Adds a new attribute to the selected element. The subsequent list of attributes changes contextually based on the selected element. This ensures that you cannot add an attribute that would be invalid according to the schema.
Insert Element Before	Adds an element directly before the selected element. The subsequent list of elements changes contextually based on the selected element. This ensures that you cannot add a child that would be invalid according to the schema.
Insert Element After	Adds an element directly after the selected element. The subsequent list of elements changes contextually based on the selected element. This ensures that you cannot add a child that would be invalid according to the schema.
Add Condition	Adds a Condition rule to the selected element. Adding a Condition rule creates a precedence override on the selected element.
Add Iterator	Adds an Iterator rule to the selected element. Adding an Iterator rule creates a precedence override on the selected element.
Add Choose	Adds a Choose rule to the selected element. Adding a Choose rule creates a precedence override on the selected element.
Add Note	Adds a child Note element to the selected element
Add WCAG Note	Adds a child WCAG Note element to the selected element
Cut (Ctrl+X)	Copies the selected item to the clipboard and then removes it from its current location. See also: Cut/Copy/Paste
Copy (Ctrl+C)	Copies the selected item to the clipboard. See also: Cut/Copy/Paste
Paste (Ctrl+V)	Pastes the content of the clipboard to the currently selected item. When pasting content, a validation check is performed against the schema. This ensures the content is valid in the selected location.
Delete (Del)	Removes the selected element/attribute.
Duplicate (Ctrl+D)	Creates a duplicate copy of the selected element. The duplicate element is placed directly following the selected element.
Copy XPath Location	Copies the XPath of the selected element or attribute to the clipboard
Go to Field Grid	Displays and highlights the selected rule in the Field Grid tab
View Content Dependencies	Displays a window containing a list of all Content Dependencies within the document. Items within the list can be copied to the Clipboard.
Expand	Expands the selected element to show all child elements.
Collapse	Collapses the selected element to hide all child elements.
Expand All Attributes	Expands the selected element to show all attributes.
Collapse All Attributes	Collapses the selected element to hide all attributes.

Rules Context Menu

A unique context menu is available for rules (DTAs) within the Outline Editor tab. To access this menu, you must:

Double-click the line containing the rule to open the textual editor.
Left-click anywhere within the textual editor to deselect the content.
Right-click the rule to display the rules context menu.

Replace with New Rule	Creates a new rule and replaces the selected rule with the new one.
Replace with Existing Rule...	Allows you to replace the selected rule with a rule from: other documents all documents the current document
Remove Rule	Removes the selected rule
Replace with Existing Rule - All Instances	Allows you to enter an existing rule name and then replace all other existing instances of the rule with your entered rule. If an ID is entered that does not exist, an error message is displayed.

Renaming Conditions and Iterators

You can easily rename a condition or iterator by double-clicking the desired element ID name (indicated in the following example).

This allows you to change the name to an existing rule.

Note: Requirements Editor validates the change. If you attempt to change the name to a rule that does not exist you will receive an error message similar to the following: