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Create a Child Requirement

You can break the high-level requirements into smaller child requirements that describe the specific features and changes needed in the current system.

Follow these steps:

  1. Click Product Vision, and from Detailed Planning, click Requirements.
  2. Select the requirement that is to be the parent and click New Child.
  3. (Optional) Click Configure to add more fields or change the order of columns in the requirement page.

    Note: You cannot configure some customer attributes including Email, Date/Time, Phone, Encrypt Text, Picklist (multi-select), Auto Number, Roll-up Summary, Lookup relations, URL, and Master-detail relationship.

  4. Complete the required fields.

    Important! If you configure the optional fields after this step, all the populated details in the fields will be lost. Always configure the optional fields before completing the default fields.

  5. Save your changes.