Hi Andrew,
For #1, you won't be able to save a view for all users according to the results of the filter, but you (I assume you're an admin) can configure what columns you want displayed to users for each particular item type, as well as a general "mixed item types" view. That said, once users start moving around columns on their own, you cannot "reset" their view back to the admin-dictated one; it only stays that way until the user chooses to play around, in which case their view will persist. See
the user guide.
For #2, you might be veering into
advanced report territory. You can export downstream relationships to word, as that is an available mail merge code, but you cannot do that to Excel (only via Trace View, as you noticed).
I don't remember what version of Jama you're using, but the newest version (hosted) and next version (on-premises) will allow you to select which fields you want exported from Trace View; I know in 8.10.x it did not have that feature.
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Kristina King
Jama Software
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Original Message:
Sent: 03-08-2017 09:53
From: Andrew Brown
Subject: Export to Excel (Custom Method)
Hi Kristina,
I'm still struggling to define a work flow with our desired outputs. Here are the areas that I'm missing:
1) How to create a view of the item type that all users will have access to. The filter approach seems to only allow my to filter what items are displayed not what columns are shown. Am I missing something here? How can I have all users configure the WYSISYG view to be the same?
2) This item type will have downstream relationships. We want to list these items in the export in a similar way to the linked view. So if one item has two downstream links they should output in the item row. I tied outputting the CSV file from the linked view but it would not display all the fields in the item type.
Thanks for any suggestions, pointers, or references to this topic.
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Andrew Brown
Galil Medical
Arden Hills MN
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Original Message:
Sent: 03-07-2017 11:41
From: Kristina King
Subject: Export to Excel (Custom Method)
Hi Andrew,
I think that's the easiest way to way to export content you want; Word Templates allow you to choose particular fields and item types for export, but Excel is strictly WYSIWYG from List View. So I think preconfiguring a filter to maintain a standard export is a great idea. Do you have any concerns or questions with this?
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Kristina King
Jama Software
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Original Message:
Sent: 03-06-2017 18:31
From: Andrew Brown
Subject: Export to Excel (Custom Method)
Hello, We would like to export to Excel in a similar way that we export to Word. Is the recommended method to create a filter then Export? I would like to have a same work flow for both Word and Excel export. Please advise.
Thank you.
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Andrew Brown
Galil Medical
Arden Hills MN
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