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Word export and outline levels

  • 1.  Word export and outline levels

    Posted 03-30-2017 20:25
    I'm creating a Word template for exporting items and I've noticed that Jama is setting the outline level of the description field to Level 4, despite having the style set to Normal and the Normal style having the outline level set at "Body Text". Is there a way to control this, or will I have to go through the exported document and clean this up later?


    Julie Kalitis

  • 2.  RE: Word export and outline levels

    Posted 03-31-2017 13:58
    Welcome to the community! To start troubleshooting, is it possible for you to share the Word template (not the export) you're using? Also, advising me of the version # of Jama you are running this on would help.

    Kristina King
    Jama Software

  • 3.  RE: Word export and outline levels

    Posted 04-02-2017 16:49
      |   view attached
    Thanks Kristina. We're using version 8.10.2. I've attached the template I'm using. It's very bare-bones, essentially copied from the boilerplate with some company styles added.

    Julie Kalitis


  • 4.  RE: Word export and outline levels

    Posted 04-04-2017 09:45
    Hi Julie,

    As Ian pointed out, this is a known defect, SOS-DEF-1388. It doesn't look like there is a workaround—the change has to be made manually. I've added your company to the bug so that we know you're affected by it. Per your and Ian's report I'm requesting we change the severity of this bug since the workaround (change manually) is not scalable.

    Kristina King
    Jama Software

  • 5.  RE: Word export and outline levels

    Posted 04-04-2017 17:51
    Hi Kristina,

    Thanks for that. Good to know I wasn't doing anything wrong. I can live with it for the time being, but a fix would be great!

    Julie Kalitis

  • 6.  RE: Word export and outline levels

    Posted 09-06-2018 05:27

    is the defect SOS-DEF-1388 meanwhile solved? I can not find information about this issue on the Jama-support sites.

    Because the workaround and do the formatting in word with selecting so much content is not feasible with 1300 pages in word.

    Thanks in advance and best regards

    Rene W.

  • 7.  RE: Word export and outline levels

    Posted 09-06-2018 11:47

    The fix for this defect is currently in our development process. Look at future Release Notes to see if SOS-DEF-1388 is there!

    Thank you,

    Chloe Elliott
    Jama Software

  • 8.  RE: Word export and outline levels

    Posted 03-21-2023 09:27

    It's been a while since that defect was in work, and I was not able to find any more mentions of it since this thread. Already checked the Release Notes as well. Is this still in work? Our team would like to ideally export directly to PDF and not have to do post processing, and as minor as this may seem, it's still another item for document post processing. Please advise.

    Lita Gribben
    Blue Origin

  • 9.  RE: Word export and outline levels

    Posted 03-27-2023 16:10

    Hi Lita, 

    I've confirmed that SOS-DEF-1388 is an open defect; I'm working with our team to determine where we stand on this one currently. 

    Carly Rossi // she/her
    Community Manager // Jama Software
    Portland, OR

  • 10.  RE: Word export and outline levels

    Posted 04-02-2017 14:40
    I had a notion that this is a known fault. It's certainly behaviour that that I see (and it IS a bit of a nuisance).

    I THINK that my erstwhile colleague, Rolland, had reported this before he left my company but maybe I'm remembering this wrongly.

    Anyways, a fix would be nice.

    Ian Webb
    Enphase Energy, Inc.

  • 11.  RE: Word export and outline levels

    Posted 04-04-2017 09:26
    Hey Ian,

    You're absolutely right on that one—thanks for jogging my memory. Sadly since there are a handful of exporting bugs I can't keep them straight by description. But looking at the bugs reported by your company, it was easy to find the one that Julie is reporting. (For the record it is SOS-DEF-1388.)

    Kristina King
    Jama Software

  • 12.  RE: Word export and outline levels
    Best Answer

    Posted 05-02-2017 02:43

    Here is a workaround that is easier than manually selecting each paragraph and fixing. (For Word 2013 but should work in other versions as well)

    From the style menu, select the 'normal' drop down menu on RHS and click "select All". If the document is big this can be slow so be patient.

    Once the select all is complete (be careful not to click on the doc text as it will clear the selection).
    Select the outline view

    Then click the dropdown for outlinelevel and select body text

    This should change all "normal" text outline level back to 'body text' and will clean up Table of Contents etc.


    Shane O'Neill

  • 13.  RE: Word export and outline levels

    Posted 05-05-2017 15:51
    Thanks, Shane, for the much better workaround!

    Kristina King
    Jama Software

  • 14.  RE: Word export and outline levels

    Posted 03-10-2021 08:57

    I found a similar workaround as Shane. I do a replace, where find is looking for the style normal, and replace is replacing to the style normal. This works immediate.

    the recorded macro:
    Sub Macro1()
    ' Macro1 Macro
    Selection.Find.Style = ActiveDocument.Styles("Normal")
    Selection.Find.Replacement.Style = ActiveDocument.Styles("Normal")
    With Selection.Find
    .Text = ""
    .Replacement.Text = ""
    .Forward = True
    .Wrap = wdFindContinue
    .Format = True
    .MatchCase = False
    .MatchWholeWord = False
    .MatchWildcards = False
    .MatchSoundsLike = False
    .MatchAllWordForms = False
    End With
    Selection.Find.Execute Replace:=wdReplaceAll
    End Sub

    Harald Hotz-Behofsits
    Frequentis AG

  • 15.  RE: Word export and outline levels

    Posted 03-10-2021 09:10
    Hi Harald, 

    Thank you for sharing this workaround! This looks great.

    Decoteau Wilkerson
    Jama Software