Support

Expand all | Collapse all

Export fields on demand

  • 1.  Export fields on demand

    Posted 23 days ago
    I have a template that includes several field template definitions (see template fields below). However, when I export, it doesn't matter what I have selected for display in list or reading view -- my output always matches exactly what is shown in the template (e.g. if I set up list view to show my stakeholder requirement item type, and I include fields like "Priority" and "Risk", they show up in reading and list views, but when I export, the document only shows name, document key, and description.

    Is there any way to fix this? I am pretty sure there was a time when export included any fields that were displaying in list view.

    «TemplateStart:DEFAULTTEMPLATE»
    «TableStart:HEADING»
    «name» («documentKey»)
    «TableEnd:HEADING»
    «description»
    «TemplateEnd:DEFAULTTEMPLATE»
    «TemplateStart:SET»
    «TableStart:HEADING»
    «name»
    «TableEnd:HEADING»
    «description»
    «TemplateEnd:SET»
    «TemplateStart:FLD»
    «TableStart:HEADING»
    «name»
    «TableEnd:HEADING»
    «description»
    «TemplateEnd:FLD»
    «TemplateStart:CMP»
    «TableStart:HEADING»
    «name»
    «TableEnd:HEADING»
    «description»
    «TemplateEnd:CMP»
    «TemplateStart:TXT»
    «TableStart:HEADING»
    «name»
    «TableEnd:HEADING»
    «description»
    «TemplateEnd:TXT»
    «TemplateStart:STK»
    «TableStart:HEADING»
    «name» («documentKey»)
    «TableEnd:HEADING»
    «description»
    Rationale:«rationale»
    «TemplateEnd:STK»

    ------------------------------
    Spencer
    ------------------------------


  • 2.  RE: Export fields on demand

    Posted 22 days ago
    Hi Spencer,
    Could you please confirm if you are adding the fields to be visible in the list view of Jama and not only through the Admin > Item types > Views method?

    zcM0lx6TmWrJhCHFlV1o_Screen Shot 2018-08-30 at 12.18.10 PM.png

    ------------------------------
    Dana Medhaug
    Technical Support Engineer
    Jama Software
    ------------------------------



  • 3.  RE: Export fields on demand

    Posted 21 days ago
    Edited by Spencer Bondhus 21 days ago
    Correct. See the two images below.





    ------------------------------
    Spencer
    ------------------------------



  • 4.  RE: Export fields on demand

    Posted 21 days ago
    Hi Spencer,
    Is it possible for you to attach your report? I would like to look at it in Word. Thank you.

    ------------------------------
    Dana Medhaug
    Technical Support Engineer
    Jama Software
    ------------------------------



  • 5.  RE: Export fields on demand

    Posted 17 days ago
    Our default word export template is attached, as is the sample export I pasted a picture of in my post above.

    ------------------------------
    Spencer
    ------------------------------

    Attachment(s)

    doc
    Flavor.doc   193K 1 version
    doc
    FM0514_JamaDefault.doc   332K 1 version


  • 6.  RE: Export fields on demand

    Posted 15 days ago
    Hi Spencer,
    I'm still studying this and I wanted you to know I have not forgotten about you. I'll check back when I have an update. Thank you for your patience.

    ------------------------------
    Dana Medhaug
    Technical Support Engineer
    Jama Software
    ------------------------------



  • 7.  RE: Export fields on demand

    Posted 15 days ago
      |   view attached
    Hi Spencer,
    I found that when I toggled the field codes in your template some (quite a bit) were not correct, as an example when I toggled 

    «TemplateStart:SET» it was actually {MERGEFIELD TemplateStart:FLD\* MERGEFORMAT}. Could you try the attached doc and see if you have better results? Thank you.



    ------------------------------
    Dana Medhaug
    Technical Support Engineer
    Jama Software
    ------------------------------

    Attachment(s)

    doc
    spencer_merge.doc   332K 1 version


  • 8.  RE: Export fields on demand

    Posted 10 days ago
    I see what you're talking about. I tried your file, and it still doesn't seem to affect the output.

    ------------------------------
    Spencer
    ------------------------------