Images and table format in word/pdf exports

Daniel Escamilla
Daniel Escamilla Member Posts: 2
edited March 13 in Peer-to-Peer Support Forum

Hi,

I've been having issues with Jama requirement exports.

Images and tables from rich text exported into word and pdf files are often too big for the page. This can be manually addressed but the process is time consuming. Is there a way to automate it such that all content fits on the page when exported?

Thanks for the support.

Dan

------------------------------
Daniel Escamilla
------------------------------

Comments

  • Jeff Abbott
    Jeff Abbott Member, Data Exchange Posts: 31
    edited March 2023

    I use the <img tag to size graphics in Word. I have not tried this in Excel.

    For example:

    <p><img src="{image url}" height="40" width="160"></p>

    ------------------------------
    Jeff Abbott
    Leidos
    Orlando FL
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-23-2023 13:16
    From: Daniel Escamilla
    Subject: Images and table format in word/pdf exports

    Hi,

    I've been having issues with Jama requirement exports.

    Images and tables from rich text exported into word and pdf files are often too big for the page. This can be manually addressed but the process is time consuming. Is there a way to automate it such that all content fits on the page when exported?

    Thanks for the support.

    Dan

    ------------------------------
    Daniel Escamilla
    ------------------------------
  • Alessandro Valli
    Alessandro Valli Member, Data Exchange, Jama Connect Interchange™ (JCI) Posts: 787
    edited March 2023

    Hi Daniel,

    we have adopted two strategies :

    • Preprocessing : fix it at the source -> see Jeff's hint. I have formalized this in my organization: I have written a context-sensitive velocity report -> the user can directly detect the images that do not fit to a specific size
    • Postprocessing : add a VBA macro to your Word template (.docx -> .docm) in which you can resize the images in the generated Word document.

    I prefer the first option -> one change and it is done. With the postprocessing you do it for each export again and again and VBA is not that performing :-/

    Best regards, 

    ------------------------------
    Alessandro
    Systems Engineer
    SICK AG
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-23-2023 13:16
    From: Daniel Escamilla
    Subject: Images and table format in word/pdf exports

    Hi,

    I've been having issues with Jama requirement exports.

    Images and tables from rich text exported into word and pdf files are often too big for the page. This can be manually addressed but the process is time consuming. Is there a way to automate it such that all content fits on the page when exported?

    Thanks for the support.

    Dan

    ------------------------------
    Daniel Escamilla
    ------------------------------
    Alessandro
    Systems Engineer
    SICK AG
  • Romain Bornet
    Romain Bornet Member, Jama Validation Kit (JVK) + Functional Safety Kit (FSK) Posts: 3
    edited March 2023

    Hi,

    For the second option mentioned by @Alessandro Valli , Jama Professional Services had published several VBA macros/functions to fix various pitfalls in Word exports. Fix image size, tables size, font/font size, ... 

    The code is available on Github at https://github.com/jamasoftware-ps/VBA_Word, a good starting point.



    ------------------------------
    Romain Bornet
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-24-2023 08:30
    From: Alessandro Valli
    Subject: Images and table format in word/pdf exports

    Hi Daniel,

    we have adopted two strategies :

    • Preprocessing : fix it at the source -> see Jeff's hint. I have formalized this in my organization: I have written a context-sensitive velocity report -> the user can directly detect the images that do not fit to a specific size
    • Postprocessing : add a VBA macro to your Word template (.docx -> .docm) in which you can resize the images in the generated Word document.

    I prefer the first option -> one change and it is done. With the postprocessing you do it for each export again and again and VBA is not that performing :-/

    Best regards, 



    ------------------------------
    Alessandro
    Systems Engineer
    SICK AG
    ------------------------------

    Original Message:
    Sent: 03-23-2023 13:16
    From: Daniel Escamilla
    Subject: Images and table format in word/pdf exports

    Hi,

    I've been having issues with Jama requirement exports.

    Images and tables from rich text exported into word and pdf files are often too big for the page. This can be manually addressed but the process is time consuming. Is there a way to automate it such that all content fits on the page when exported?

    Thanks for the support.

    Dan



    ------------------------------
    Daniel Escamilla
    ------------------------------

    Romain Bornet
  • Jeff Abbott
    Jeff Abbott Member, Data Exchange Posts: 31
    edited March 2023

    Alessandro, I could not agree more. Fix all problems at the source to avoid work arounds and recurring effort.

    ------------------------------
    Jeff Abbott
    Leidos
    Orlando FL
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-24-2023 08:30
    From: Alessandro Valli
    Subject: Images and table format in word/pdf exports

    Hi Daniel,

    we have adopted two strategies :

    • Preprocessing : fix it at the source -> see Jeff's hint. I have formalized this in my organization: I have written a context-sensitive velocity report -> the user can directly detect the images that do not fit to a specific size
    • Postprocessing : add a VBA macro to your Word template (.docx -> .docm) in which you can resize the images in the generated Word document.

    I prefer the first option -> one change and it is done. With the postprocessing you do it for each export again and again and VBA is not that performing :-/

    Best regards, 

    ------------------------------
    Alessandro
    Systems Engineer
    SICK AG
    ------------------------------

    Original Message:
    Sent: 03-23-2023 13:16
    From: Daniel Escamilla
    Subject: Images and table format in word/pdf exports

    Hi,

    I've been having issues with Jama requirement exports.

    Images and tables from rich text exported into word and pdf files are often too big for the page. This can be manually addressed but the process is time consuming. Is there a way to automate it such that all content fits on the page when exported?

    Thanks for the support.

    Dan

    ------------------------------
    Daniel Escamilla
    ------------------------------
  • Katie Huckett
    Katie Huckett Jama Staff, Product Manager Moderator Posts: 17
    edited March 2023

    Hi Daniel,

    In addition to the other comments, if you are using a Velocity template to PDF, we have published some guidance on Images and Tables in the Quick Start: HTML Templates for Velocity PDF Reports that will help adjust to fit the page size. 

    Our Professional Services can also assist, as mentioned, with custom templates that fit your specific needs and can help clean up/adjust content within Rich Text fields. 

    ------------------------------
    Katie Huckett
    Senior Product Manager
    Jama Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-23-2023 13:16
    From: Daniel Escamilla
    Subject: Images and table format in word/pdf exports

    Hi,

    I've been having issues with Jama requirement exports.

    Images and tables from rich text exported into word and pdf files are often too big for the page. This can be manually addressed but the process is time consuming. Is there a way to automate it such that all content fits on the page when exported?

    Thanks for the support.

    Dan

    ------------------------------
    Daniel Escamilla
    ------------------------------
    Katie Huckett
    Senior Product Manager
    Jama Software

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