Word export and outline levels

Julie Kalitis

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?

Thanks

[Deleted User]

Julie, 
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.

[Deleted User]

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.

Julie Kalitis

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.

[Deleted User]

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.)

[Deleted User]

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.

Julie Kalitis

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!

[Deleted User]

Hi

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.

Rgds
Shane

[Deleted User]

Thanks, Shane, for the much better workaround!

[Deleted User]

Hello,

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.-------------------------------------------
Original Message:
Sent: 04-04-2017 12:45
From: Kristina King
Subject: Word export and outline levels

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.

[Deleted User]

Rene:

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,

Harald Hotz-Behofsits

Hi,

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.ClearFormatting
Selection.Find.Style = ActiveDocument.Styles("Normal")
Selection.Find.Replacement.ClearFormatting
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

Decoteau Wilkerson

Hi Harald, 

Thank you for sharing this workaround! This looks great.

Lita Gribben

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
------------------------------
-------------------------------------------
Original Message:
Sent: 09-06-2018 11:47
From: Chloe Elliott
Subject: Word export and outline levels

Rene:

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
------------------------------

Original Message:
Sent: 09-06-2018 08:26
From: rene wilsing
Subject: Word export and outline levels

Hello,

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.
Original Message:
Sent: 04-04-2017 12:45
From: Kristina King
Subject: Word export and outline levels

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

Original Message:
Sent: 04-02-2017 19:49
From: Julie Kalitis
Subject: Word export and outline levels

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
SITA

Original Message:
Sent: 03-31-2017 16:58
From: Kristina King
Subject: Word export and outline levels

Julie, 
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

Original Message:
Sent: 03-30-2017 23:24
From: Julie Kalitis
Subject: Word export and outline levels

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?

Thanks

------------------------------
Julie Kalitis
------------------------------

[Deleted User]

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
------------------------------
-------------------------------------------
Original Message:
Sent: 03-21-2023 09:26
From: Lita Gribben
Subject: Word export and outline levels

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
------------------------------

Original Message:
Sent: 09-06-2018 11:47
From: Chloe Elliott
Subject: Word export and outline levels

Rene:

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

Original Message:
Sent: 09-06-2018 08:26
From: rene wilsing
Subject: Word export and outline levels

Hello,

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.
Original Message:
Sent: 04-04-2017 12:45
From: Kristina King
Subject: Word export and outline levels

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

Original Message:
Sent: 04-02-2017 19:49
From: Julie Kalitis
Subject: Word export and outline levels

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
SITA

Original Message:
Sent: 03-31-2017 16:58
From: Kristina King
Subject: Word export and outline levels

Julie, 
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

Original Message:
Sent: 03-30-2017 23:24
From: Julie Kalitis
Subject: Word export and outline levels

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?

Thanks

------------------------------
Julie Kalitis
------------------------------

Jonas Crosby

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
Oslo
------------------------------
-------------------------------------------
Original Message:
Sent: 03-27-2023 16:09
From: Carly Rossi
Subject: Word export and outline levels

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
------------------------------

Original Message:
Sent: 03-21-2023 09:26
From: Lita Gribben
Subject: Word export and outline levels

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

Original Message:
Sent: 09-06-2018 11:47
From: Chloe Elliott
Subject: Word export and outline levels

Rene:

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

Original Message:
Sent: 09-06-2018 08:26
From: rene wilsing
Subject: Word export and outline levels

Hello,

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.
Original Message:
Sent: 04-04-2017 12:45
From: Kristina King
Subject: Word export and outline levels

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

Original Message:
Sent: 04-02-2017 19:49
From: Julie Kalitis
Subject: Word export and outline levels

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
SITA

Original Message:
Sent: 03-31-2017 16:58
From: Kristina King
Subject: Word export and outline levels

Julie, 
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

Original Message:
Sent: 03-30-2017 23:24
From: Julie Kalitis
Subject: Word export and outline levels

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?

Thanks

------------------------------
Julie Kalitis
------------------------------

Romain Bornet

Hi,

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
    Next
End Sub

------------------------------
Romain Bornet
------------------------------
-------------------------------------------
Original Message:
Sent: 04-04-2017 09:45
From: Kristina King
Subject: Word export and outline levels

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
------------------------------

Original Message:
Sent: 04-02-2017 19:49
From: Julie Kalitis
Subject: Word export and outline levels

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
SITA
------------------------------

Original Message:
Sent: 03-31-2017 16:58
From: Kristina King
Subject: Word export and outline levels

Julie, 
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
------------------------------

Original Message:
Sent: 03-30-2017 23:24
From: Julie Kalitis
Subject: Word export and outline levels

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?

Thanks

------------------------------
Julie Kalitis
------------------------------