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Reporting Downstream Rqmts using WORD Templates

  • 1.  Reporting Downstream Rqmts using WORD Templates

    Posted 01-12-2018 14:02
    All,
    Is anyone using  Mail-Merge WORD templates to generate traceability reports?  I have been able to generate an upstream report, but am not having much luck with the downstream requirements.

    Upstream Works fine:

    «TemplateStart:Tier3_REQ»

     

    «documentKey»:«name» -«description»

    «TableStart:UPSTREAMRELATIONSHIPS»

    «documentKey»: «name» -  «description»

    «TableEnd:UPSTREAMRELATIONSHIPS»

    «TemplateEnd:Tier3_REQ»


    No "DOWNSTREAMRELATIONSHIPS" in default template and when I use "RELATIONSHIPS" there are no downstream requirements  listed even when the downstreamrelationship count is >0

    «TemplateStart:Tier2_REQ»

    «documentKey»:«name» -«description»

     

    #Downstream Requirements: «downstreamRelationshipCount»

     

    «TableStart:RELATIONSHIPS»

     

    «documentKey»:  «name»  - «relationsipType»  Status: «traceStatus»

    «description»

     

    «TableEnd:RELATIONSHIPS»

     

    «TemplateEnd:Tier2_REQ»



    ------------------------------
    Larry Gerber
    Viasat
    240-686-4464
    ------------------------------


  • 2.  RE: Reporting Downstream Rqmts using WORD Templates

    Posted 01-12-2018 17:05
    All,
    It appears that I was loosing the mail merge info in my cut and paste  operations (moving from default template into my new template.  I was able to get the downstream requirements from the relationships table once I started with a fresh template and deleted all the other constructs... is there a specific WORD configuration field that needs to be set to prevent the loos of the mail merge info ?  Thanks!

    «TableStart:RELATIONSHIPS»

    «documentKey» :  «name»    Type( «relationshipType» ) 

    Description:  «description»

     «TableEnd:RELATIONSHIPS»



    ------------------------------
    Larry Gerber
    Viasat
    240-686-4464
    ------------------------------



  • 3.  RE: Reporting Downstream Rqmts using WORD Templates

    Posted 01-16-2018 18:14
    Hi Larry,

    Perhaps try the macro on this page: Word Mailmerge Tips & Tricks | Windows Secrets Lounge under "Convert Text Representations of Fields to Working Fields" to try converting the field codes you pasted into working field codes.

    ------------------------------
    Justin Phang
    Developer Support Engineer
    Jama Software
    Portland OR
    ------------------------------



  • 4.  RE: Reporting Downstream Rqmts using WORD Templates

    Posted 01-17-2018 08:49

    Justin,

     

    Thanks, the information in the tips and tricks is very helpful!

                   Larry