Add footer to all pages when customer exports review

Bonnie K
Bonnie K Member Posts: 5
edited March 13 in Peer-to-Peer Support Forum

Is there a way to automatically apply a footer to all pages of a review when a customer exports? We need to apply legal markings to each page that the customer could print but there doesn't seem to be a way to do that that I've found so far. I was trying to do this with a template but I haven't found a way to restrict customers to export using a specific template when they are reviewing. We have been working around this by adding the legal markings to each item in the review but that makes the exported document quite messy. 

The attached image shows the export options available to the customer after entering a review.

------------------------------
Bonnie K
------------------------------

Comments

  • [Deleted User]
    [Deleted User] Posts: 152
    edited June 2023

    Hi Bonnie, 

    I don't believe this would be a possibility with the standard reports functionality. It may be possible with a custom report, though we'd need to dig in deeper to know for sure -- you can learn more about our custom report development offering HERE.



    ------------------------------
    Carly Rossi // she/her/hers
    Community Program Manager // Jama Software
    Portland, OR
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-17-2023 14:09
    From: Bonnie K
    Subject: Add footer to all pages when customer exports review

    Is there a way to automatically apply a footer to all pages of a review when a customer exports? We need to apply legal markings to each page that the customer could print but there doesn't seem to be a way to do that that I've found so far. I was trying to do this with a template but I haven't found a way to restrict customers to export using a specific template when they are reviewing. We have been working around this by adding the legal markings to each item in the review but that makes the exported document quite messy. 

    The attached image shows the export options available to the customer after entering a review.



    ------------------------------
    Bonnie K
    ------------------------------

  • Bonnie K
    Bonnie K Member Posts: 5
    edited June 2023

    Thanks for reaching out. 

    It doesn't appear that the link is working for me, can you resend?

    Also, as a follow-up- if possible to gain this functionality with custom report. Is it possible to restrict the ability for reviewers to export the information using any other method outside of the report?

    ------------------------------
    Bonnie K
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-24-2023 18:44
    From: Carly Rossi
    Subject: Add footer to all pages when customer exports review

    Hi Bonnie, 

    I don't believe this would be a possibility with the standard reports functionality. It may be possible with a custom report, though we'd need to dig in deeper to know for sure -- you can learn more about our custom report development offering HERE.

    ------------------------------
    Carly Rossi // she/her/hers
    Community Program Manager // Jama Software
    Portland, OR
    ------------------------------

    Original Message:
    Sent: 05-17-2023 14:09
    From: Bonnie K
    Subject: Add footer to all pages when customer exports review

    Is there a way to automatically apply a footer to all pages of a review when a customer exports? We need to apply legal markings to each page that the customer could print but there doesn't seem to be a way to do that that I've found so far. I was trying to do this with a template but I haven't found a way to restrict customers to export using a specific template when they are reviewing. We have been working around this by adding the legal markings to each item in the review but that makes the exported document quite messy. 

    The attached image shows the export options available to the customer after entering a review.

    ------------------------------
    Bonnie K
    ------------------------------
  • [Deleted User]
    [Deleted User] Posts: 152
    edited June 2023

    Sure thing, Bonnie, and my apologies! It should be https://www.jamasoftware.com/success/custom-report-development-services, and I've corrected the link in my previous post to reflect that as well. 

    Your question is a great one; I'm not currently aware of a way to restrict that ability, but if any of our Community users do, I hope they'll weigh in here! 

    ------------------------------
    Carly Rossi // she/her/hers
    Community Program Manager // Jama Software
    Portland, OR
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 06-02-2023 11:29
    From: Bonnie K
    Subject: Add footer to all pages when customer exports review

    Thanks for reaching out. 

    It doesn't appear that the link is working for me, can you resend?

    Also, as a follow-up- if possible to gain this functionality with custom report. Is it possible to restrict the ability for reviewers to export the information using any other method outside of the report?

    ------------------------------
    Bonnie K
    ------------------------------

    Original Message:
    Sent: 05-24-2023 18:44
    From: Carly Rossi
    Subject: Add footer to all pages when customer exports review

    Hi Bonnie, 

    I don't believe this would be a possibility with the standard reports functionality. It may be possible with a custom report, though we'd need to dig in deeper to know for sure -- you can learn more about our custom report development offering HERE.

    ------------------------------
    Carly Rossi // she/her/hers
    Community Program Manager // Jama Software
    Portland, OR

    Original Message:
    Sent: 05-17-2023 14:09
    From: Bonnie K
    Subject: Add footer to all pages when customer exports review

    Is there a way to automatically apply a footer to all pages of a review when a customer exports? We need to apply legal markings to each page that the customer could print but there doesn't seem to be a way to do that that I've found so far. I was trying to do this with a template but I haven't found a way to restrict customers to export using a specific template when they are reviewing. We have been working around this by adding the legal markings to each item in the review but that makes the exported document quite messy. 

    The attached image shows the export options available to the customer after entering a review.

    ------------------------------
    Bonnie K
    ------------------------------

Categories