Word export and outline levels

Julie Kalitis
Julie Kalitis Member Posts: 4
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

Comments

  • 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.
  • 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
    Julie Kalitis Member Posts: 4
    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.
  • 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.)
  • 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
    Julie Kalitis Member Posts: 4
    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]
    [Deleted User] Member Posts: 1
    edited May 2017
    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
  • Thanks, Shane, for the much better workaround!
  • [Deleted User]
    [Deleted User] Posts: 8
    edited September 2018
    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]
    [Deleted User] Product Team Posts: 334
    edited September 2018
    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
    Harald Hotz-Behofsits Member Posts: 159
    edited March 2021
    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
    Decoteau Wilkerson Jama Staff, Data Exchange, Moderator, Automotive Solution, Medical Devices & Life Sciences Solution, Robotics Solution, Airborne Systems, Jama Connect Interchange™ (JCI), Jama Validation Kit (JVK) + Functional Safety Kit (FSK) Posts: 47
    edited March 2021
    Hi Harald, 

    Thank you for sharing this workaround! This looks great.
    Decoteau Wilkerson
    Content Marketing Specialist
    Jama Software
    Oregon
  • Lita Gribben
    Lita Gribben Member, Data Exchange, Jama Connect Interchange™ (JCI) Posts: 90
    edited March 2023

    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]
    [Deleted User] Posts: 152
    edited March 2023

    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
    Jonas Crosby Member, Medical Devices & Life Sciences Solution Posts: 11
    edited September 2023

    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
    Romain Bornet Member, Jama Validation Kit (JVK) + Functional Safety Kit (FSK) Posts: 3
    edited February 7

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















    Romain Bornet