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Item - Export to Word - Fields ?

  • 1.  Item - Export to Word - Fields ?

    Posted 11-13-2019 01:53
    Hi,

    When I'm on a specific item, I can click "Export" > "Exporto Word", but, when doing this from a specific item don't let me export all the needed fields.
    How can I configure this export?
    I know of to configure the Reading view and List view to select the needed fields, but how to do this when I'm in a specific item ?

    Regards,
    Mathieu.

    ------------------------------
    Mathieu
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  • 2.  RE: Item - Export to Word - Fields ?

    Posted 11-14-2019 08:39
    Hello Mathieu:

    Thank you for posting in the Community! Can you tell me, which fields are excluded in the Export and which are included, in this case? And can you confirm that you are attempting to export from within a Single item?

    Best,


    ------------------------------
    Chloe Elliott
    Jama Software
    Portland OR
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  • 3.  RE: Item - Export to Word - Fields ?

    Posted 11-15-2019 02:26
      |   view attached
    Hello Chloe,

    Yes, I'm using the Single Item view.
    And the issue is that I'm not able to configure the exported fields...
    I attached a screenshot of an export.
    I want to add additional fields in this export, in my example, I want to export Test Steps and avoid using Office Template.
    But it seems there's no parameter available regarding this Export to Word feature.

    Regards,
    Mathieu.

    ------------------------------
    Mathieu
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  • 4.  RE: Item - Export to Word - Fields ?

    Posted 11-15-2019 08:56
    Thanks Mathieu:

    If you go back to the list view and configure that view to show the steps, then when you export to Word from the Single item view, the steps will appear. Have you tried this workflow?


    ------------------------------
    Chloe Elliott
    Jama Software
    Portland OR
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  • 5.  RE: Item - Export to Word - Fields ?

    Posted 11-20-2019 04:46
    Hello Chloe,

    This workflow works. Thanks !
    But the export provided is is not formatted at all and only simple cells filed with the information are exported.

    I suppose we will have to use custom templates ?
    Please confirm.

    If it's the case, then you can close this ticket ;)

    Regards,
    Mathieu.

    ------------------------------
    Mathieu
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  • 6.  RE: Item - Export to Word - Fields ?

    Posted 11-20-2019 07:40
    Mathieu:

    Yes, you can play with the mail merge template within the Office Export reports but, the formatting abilities with this is very limited in scope. We do have two Advanced Reporting options available with BIRT and Velocity. Mathieu, I put links to Community resources for both the Office Reports and these two alternative options in this thread.

    Best,


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