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How Views Affect Exports into Word

By Knowledge Base posted 10-14-2015 03:14


Exports from the Office Templates menu are all considered contextual, which means they will reflect the items and view structure that the export is being run from. The below descriptions and examples reflect the exports from the Default Word Export as selected either from the Export to Word option or from the Office Templates menu.

All of the default export reports will contain a cover page with the project name, set, who ran the report, and date. It will also have a Table of Contents (TOC) on the second page. The contents of the TOC will be determined by the view the report is run from.


List View
The will be the default view for sets, folders, and components. It will organize items in rows and columns similar to what you would see in a spreadsheet.

When exported to a default Word report, it will display the title page with the name of the highest-level container, a table of contents to reflect the structure of the List View, and tables to display the information contained in each item.

The fields exported will be those viewed in the List View. These can be toggled on and off by first selecting the gear icon then checking or unchecking the available fields. Note that the description field will not be in a table cell; it will instead be displayed directly under the item’s name.

Reading View
Reading View can be accessed by selecting the Reading View button next to List View. This gives you a complete hierarchy of the higher levels that contain the items.

The export will contain the usual TOC but the hierarchy will be reflected in the numbering system. The items themselves will no longer have the tables that the List View had; rather, it will resemble more of a traditional Word document.

As viewed in the Reading View, the document will only export the container(s), TOC number, ID, Name, and Description of each item represented.

Single Item
The Single Item View can be accessed when selecting an item in the Explorer Tree as well as by clicking on the item ID. This view's exported document will present itself much like the List View export, like a table. This will, however, be a more complete picture of the item.

The Single Item Export will contain information from the widgets of the item including the number of comments, connected users, and relationship status of the item. The cells will also be populated by what is visible in the Single Item View. When you have the sub-item widget open, a simplified version of the Single Item View will be exported with tables for the individual sub-items as illustrated in this Community article.

1 comment


10-14-2015 03:20

Matt, this is very helpful.