Export Template Generation From a Default One

[Deleted User] · January 2023

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Patrick Szabo · January 2023

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick
------------------------------
-------------------------------------------
Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Barbara Haglind · January 2023

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

-------------------------------------------
Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick
------------------------------
-------------------------------------------
Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

[Deleted User] · January 2023

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------
-------------------------------------------
Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick
------------------------------

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Barbara Haglind · January 2023

Hello:

You can set the image size in the JAMA item. I usually go through all the images and set them to consistent sizes.

If you are the Admin then ask your people to use a specific portrait and a specific landscape size to make your life easier.

Also insist people place the image in JAMA and not provide a link external to JAMA. I have had people use external links on their personal drives, and then leave. It gets unhappy fast when that happens.

Good luck,

Bj Haglind

-------------------------------------------
Original Message:
Sent: 1/10/2023 5:14:00 PM
From: Mohamed Elshal
Subject: RE: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------
-------------------------------------------
Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick
------------------------------

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Patrick Szabo · January 2023

If you are using the simple Office template, you could also include a Macro in the template which is executed when the file is opened. We also do that to resize images and tables.

------------------------------
Patrick
------------------------------
-------------------------------------------
Original Message:
Sent: 01-10-2023 14:14
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

[Deleted User] · January 2023

Thank you. If you don't mind, how can I find those macros to install in the template?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------
-------------------------------------------
Original Message:
Sent: 01-10-2023 23:44
From: Patrick Szabo
Subject: Export Template Generation From a Default One

If you are using the simple Office template, you could also include a Macro in the template which is executed when the file is opened. We also do that to resize images and tables.

------------------------------
Patrick
------------------------------

Original Message:
Sent: 01-10-2023 14:14
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Barbara Haglind · January 2023

Hello:

You go to the Export and download the Default Word Template file. This will show you the field codes. Mr. Szabo had spoken about macros. For that you would need to turn on Developer mode in MS Word and create your macros in there.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

-------------------------------------------
Original Message:
Sent: 1/11/2023 9:50:00 AM
From: Mohamed Elshal
Subject: RE: Export Template Generation From a Default One

Thank you. If you don't mind, how can I find those macros to install in the template?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------
-------------------------------------------
Original Message:
Sent: 01-10-2023 23:44
From: Patrick Szabo
Subject: Export Template Generation From a Default One

If you are using the simple Office template, you could also include a Macro in the template which is executed when the file is opened. We also do that to resize images and tables.

------------------------------
Patrick
------------------------------

Original Message:
Sent: 01-10-2023 14:14
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

[Deleted User] · January 2023

I was able to run some macros but with limited success. Alternatively, how can I resize all images on Jama before exporting?

I appreciate your support.

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------
-------------------------------------------
Original Message:
Sent: 01-11-2023 06:52
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Hello:

You go to the Export and download the Default Word Template file. This will show you the field codes. Mr. Szabo had spoken about macros. For that you would need to turn on Developer mode in MS Word and create your macros in there.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Original Message:
Sent: 1/11/2023 9:50:00 AM
From: Mohamed Elshal
Subject: RE: Export Template Generation From a Default One

Thank you. If you don't mind, how can I find those macros to install in the template?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Original Message:
Sent: 01-10-2023 23:44
From: Patrick Szabo
Subject: Export Template Generation From a Default One

If you are using the simple Office template, you could also include a Macro in the template which is executed when the file is opened. We also do that to resize images and tables.

------------------------------
Patrick

Original Message:
Sent: 01-10-2023 14:14
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Patrick Szabo · January 2023

We use the following macro in our Word template:

Sub AutoOpen()
'
    ' Resize Images
    '

    Dim page_width, page_height, aspect_ratio As Double
    Dim ishape As InlineShape

    ' determine the current usable page width
    page_width = ThisDocument.PageSetup.TextColumns.Width
    

    ' determine the current usable page height
    page_height = ThisDocument.PageSetup.PageHeight - ThisDocument.PageSetup.TopMargin - ThisDocument.PageSetup.BottomMargin

    ThisDocument.Activate

    ' Process each shape in the document
    For Each ishape In ThisDocument.InlineShapes
        ' determine aspect ratio
        aspect_ratio = ishape.Height / ishape.Width
        ' if the shape is taller than the page, make it's height match the page
        If (ishape.Height > page_height) Then
            ishape.Height = page_height
            ishape.Width = (page_height / aspect_ratio)
        End If
        ' if the shape is wider than the page, make it's wdith match the page
        If (ishape.Width > (page_width * 0.9)) Then
            ishape.Width = (page_width * 0.9)
            ishape.Height = (ishape.Width * aspect_ratio)
        End If
    Next
    
  ' Process each shape in tables
  For Each Tbl In ThisDocument.Tables
    For Each ishape In Tbl.Range.InlineShapes
      aspect_ratio = ishape.Height / ishape.Width
      If ishape.Width > (Tbl.Range.Cells(3).Width * 0.9) Then
          ishape.Width = (Tbl.Range.Cells(3).Width * 0.9)
          ishape.Height = (ishape.Width * aspect_ratio)
      End If
    Next
  Next Tbl
End Sub

I don't think that there is an easy way of resizing all images automatically in Jama. That's a manual change you have to do item by item.
Nevertheless, in the Admin section, there is a setting for the max. pixel size of images in rich text fields. You can try to adjust it, but it won't affect images which were already uploaded.

------------------------------
Patrick
------------------------------
-------------------------------------------
Original Message:
Sent: 01-11-2023 10:20
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

I was able to run some macros but with limited success. Alternatively, how can I resize all images on Jama before exporting?

I appreciate your support.

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Original Message:
Sent: 01-11-2023 06:52
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Hello:

You go to the Export and download the Default Word Template file. This will show you the field codes. Mr. Szabo had spoken about macros. For that you would need to turn on Developer mode in MS Word and create your macros in there.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Original Message:
Sent: 1/11/2023 9:50:00 AM
From: Mohamed Elshal
Subject: RE: Export Template Generation From a Default One

Thank you. If you don't mind, how can I find those macros to install in the template?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 23:44
From: Patrick Szabo
Subject: Export Template Generation From a Default One

If you are using the simple Office template, you could also include a Macro in the template which is executed when the file is opened. We also do that to resize images and tables.

------------------------------
Patrick

Original Message:
Sent: 01-10-2023 14:14
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

[Deleted User] · January 2023

Thank you for the code. The document only looks perfect if I open it in Web view in MS word. Maybe that's how the export is designed.

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------
-------------------------------------------
Original Message:
Sent: 01-11-2023 23:06
From: Patrick Szabo
Subject: Export Template Generation From a Default One

We use the following macro in our Word template:

Sub AutoOpen()'    ' Resize Images    '    Dim page_width, page_height, aspect_ratio As Double    Dim ishape As InlineShape    ' determine the current usable page width    page_width = ThisDocument.PageSetup.TextColumns.Width        ' determine the current usable page height    page_height = ThisDocument.PageSetup.PageHeight - ThisDocument.PageSetup.TopMargin - ThisDocument.PageSetup.BottomMargin    ThisDocument.Activate    ' Process each shape in the document    For Each ishape In ThisDocument.InlineShapes        ' determine aspect ratio        aspect_ratio = ishape.Height / ishape.Width        ' if the shape is taller than the page, make it's height match the page        If (ishape.Height > page_height) Then            ishape.Height = page_height            ishape.Width = (page_height / aspect_ratio)        End If        ' if the shape is wider than the page, make it's wdith match the page        If (ishape.Width > (page_width * 0.9)) Then            ishape.Width = (page_width * 0.9)            ishape.Height = (ishape.Width * aspect_ratio)        End If    Next      ' Process each shape in tables  For Each Tbl In ThisDocument.Tables    For Each ishape In Tbl.Range.InlineShapes      aspect_ratio = ishape.Height / ishape.Width      If ishape.Width > (Tbl.Range.Cells(3).Width * 0.9) Then          ishape.Width = (Tbl.Range.Cells(3).Width * 0.9)          ishape.Height = (ishape.Width * aspect_ratio)      End If    Next  Next TblEnd Sub

I don't think that there is an easy way of resizing all images automatically in Jama. That's a manual change you have to do item by item.
Nevertheless, in the Admin section, there is a setting for the max. pixel size of images in rich text fields. You can try to adjust it, but it won't affect images which were already uploaded.

------------------------------
Patrick
------------------------------

Original Message:
Sent: 01-11-2023 10:20
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

I was able to run some macros but with limited success. Alternatively, how can I resize all images on Jama before exporting?

I appreciate your support.

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-11-2023 06:52
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Hello:

You go to the Export and download the Default Word Template file. This will show you the field codes. Mr. Szabo had spoken about macros. For that you would need to turn on Developer mode in MS Word and create your macros in there.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Original Message:
Sent: 1/11/2023 9:50:00 AM
From: Mohamed Elshal
Subject: RE: Export Template Generation From a Default One

Thank you. If you don't mind, how can I find those macros to install in the template?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 23:44
From: Patrick Szabo
Subject: Export Template Generation From a Default One

If you are using the simple Office template, you could also include a Macro in the template which is executed when the file is opened. We also do that to resize images and tables.

------------------------------
Patrick

Original Message:
Sent: 01-10-2023 14:14
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Thank you for your input. I was able to create the template I like; however, a big problem I ran into is formatting. All the diagrams I have don't fit the output page; and sometimes there is a large space and sometimes there is a small space between headings and texts; and between the different sections.

Is there a way I can create a more user-friendly format using the export template or Would I have to adjust the formatting of each item field in the project one by one before exporting?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN

Original Message:
Sent: 01-10-2023 02:33
From: Barbara Haglind
Subject: Export Template Generation From a Default One

Patrick I have found you don't have to be JAMA Support to upload a template based on the Default Word Template, you just need to be some kind of admin (project or organizational).

BIRT reports, on the other hand, you can only upload to your self-hosted JAMA. Cloud based will indeed require you to work with JAMA Support to upload them.

--
Bj Haglind
Principal Software Quality Engineer
Vicarious Surgical Inc.
t. +1 (617) 868-1700 Ext. XXX e. bhaglind@vicarioussurgical.com
w. www.vicarioussurgical.com a. 78 4th Ave, Waltham, MA 02451

Disclaimer

The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful.

This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world.

Original Message:
Sent: 1/10/2023 5:03:00 AM
From: Patrick Szabo
Subject: RE: Export Template Generation From a Default One

Hi Mohamed,

are you on the Cloud or Self-Hosted version of Jama? On Cloud you usually have to request Jama Software Support for help. On Self-Hosted, an Admin can upload a customized template, which can be a simple Office Template, Velocity or a BIRT report.

Office templates can also be uploaded from the "All export options" window, or you can download the simple office templates from there, modify and upload again.

The "All Item Details" is a Velocity Report, which cannot be downloaded or modified (even in the Self-Hosted version). So you probably have to build it from scratch, or get in contact with Jama Support and ask them to provide the template and install it on your instance. But for modifying velocity reports, you would need to know how to write them.

------------------------------
Patrick

Original Message:
Sent: 01-09-2023 14:00
From: Mohamed Elshal
Subject: Export Template Generation From a Default One

Hi,

Ideally, I would like to add my company's logo, cover page, and headers and footers to "All Item Details" export Word templates in Jama. Is that possible or would I have to create my own template from scratch?

In other words, can I reuse one of the export templates available in Jama and add what I want to it?

------------------------------
Mohamed Elshal
LGC Biosearch Technologies
MN
------------------------------

Export Template Generation From a Default One

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