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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 09-22-2023 04:09

    Hi Carly, 
    Have you determined where you stand on this one?
    This is a obvious bug reported already in 2017, and seems to be affecting all Word exports from Jama, isn't that correct? And yes, there is a workaround, but this is really something that should be fixed one time for all by Jama  and not your customers.

    Jonas Crosby
    Medistim ASA

  • 11.  RE: Word export and outline levels

    Posted 16 days ago


    We're in 2024 and this defect reported in 2017 is still not resolved and affecting all Word exports from Jama :-(

    The 2 workarounds proposed earlier by @Shane O'Neill and @Harald Hotz-Behofsits effectively remove the paragraphs' text from the outline/navigation pane but unfortunately they also remove the formatting within paragraphs and bulleted and numbered lists are then flattened. Using a VBA macro which only fixes the outline level without re-applying "Normal" style to all descriptions yielded better results in our Word exports. For reference and until SOS-DEF-1388 defect is fixed, following VBA macro can be used to fix outline/navigation in Word documents:

    'Fix JAMA defect SOS-DEF-1388 with post-processing in VBA
    'Fix all paragraphs that are set with an outline level 4 with outline level "BodyText".
    Sub FixJamaOutlineBug()
        Dim paragraph As Word.paragraph
        For Each paragraph In ActiveDocument.Paragraphs
            If paragraph.OutlineLevel = wdOutlineLevel4 Then
                paragraph.OutlineLevel = wdOutlineLevelBodyText
            End If
    End Sub

    Romain Bornet

  • 12.  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.

  • 13.  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

  • 14.  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

  • 15.  RE: Word export and outline levels

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

    Kristina King
    Jama Software

  • 16.  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

  • 17.  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