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Sorting of table content in Word Export

  • 1.  Sorting of table content in Word Export

    Posted 11-07-2018 10:13
    Hello!

    I am working with exports to Word to link licenses and downstream features.
    So far it works great, with a small but painful limitation:
    the table is not sorted at the word file according to the features and also not according any other rule...
    How can I influence the sorting in the output table?

    Here is the section for the tables:

    Included Features:

    Feature

    Description

     «TableStart:RELATIONSHIPS»

    «name»

    «description»

     «TableEnd:RELATIONSHIPS»


    Is there a filed code, which I can use, or any other possibility?

    Thanks a lot in advance!

    Regards,
    Alex

    ------------------------------
    Alexander Neuhaus
    Frequentis AG
    +43664608503368
    ------------------------------


  • 2.  RE: Sorting of table content in Word Export

    Posted 11-07-2018 15:44
    Hello Alexander:

    I feel like I need more information: I am curious to see how it is currently sorted now and also, more information about how you would like it to be sorted? In order to better help, could you elaborate more here?

    Please and Thank you,

    ------------------------------
    Chloe Elliott
    Jama Software
    Portland OR
    ------------------------------



  • 3.  RE: Sorting of table content in Word Export

    Posted 11-08-2018 02:56
    Hello Chloe!

    Thanks for your quick response!

    So, the licenses are organized in folder and licenses, they have an order in the Jama structure.
    And the features also - folders and features.
    Relationships are always: one license and one or more (most of the time) downstream relationships to the features.

    When I do the export now, I could not find how the order of the features within this one license are sorted.
    Or how I can sort them.

    Best would be to have the same order like in the features section in Jama.

    Thanks a lot in advance!

    Regards,
    Alex

    ------------------------------
    Alexander Neuhaus
    Frequentis AG
    +43664608503368
    ------------------------------



  • 4.  RE: Sorting of table content in Word Export

    Posted 11-14-2018 11:29
    Alexander:

    Sorry for the delay in getting back to you! So It would seem we are running into the natural limitations of the Word/Excel mail merge export model. It is not able to arrange items from Jama 'relationships' and sort them into the import. To do these types of reports, you will need to look at our advanced reporting models: Velocity and BIRT reporting.

    Here is a link to a collection of Advanced Reporting videos in the Community.

    Here is a link to a Custom Reporting How To Guide in the Community.

    and here is a link to the Jama Community Reports GitHub Repo, which houses some templates/examples of reports, "as is" reports created by our Professional Services team, you can use to help get you started!


    Best,

    ------------------------------
    Chloe Elliott
    Jama Software
    ------------------------------



  • 5.  RE: Sorting of table content in Word Export

    Posted 11-15-2018 13:14
    Hi Chloe,

    thanks for your answer!

    Somehow, I had the feeling that this is not so easy...

    However - thanks for your effort and the links provided!

    Best regards,
    Alex

    ------------------------------
    Alexander Neuhaus
    Frequentis AG
    +43664608503368
    ------------------------------



  • 6.  RE: Sorting of table content in Word Export

    Posted 11-16-2018 13:30
    Alexander:

    You are very welcome! Let us know how this works out.

    ------------------------------
    Chloe

    ------------------------------