How to display DOWNSTREAM relationships using MailMerge Parent/Child function in Word Templates

Grace Grishaber

Hello all, I seem to be having difficulty generating a working table in a Word Export Template that utilizes MailMerge code to display the downstream relationships of a defined item type.

We have previously used a couple different MailMerge techniques to display desired fields for exported Jama items. The first is the "Parent/Child" function, which was applied to our User Needs as shown below:

Another table technique used the "TemplateStart/End:[item type]" function, which was applied to our Design Input Requirements:

I want to be able to generate a Jama Export Template for a different item type that uses the "Parent/Child" MailMerge function as shown in the User Needs template to list several of the items' fields in a table, and I want an additional column in that same table to search and display all of the downstream relationships for each item. I don't want to use the "TemplateStart/End:[item type]" function that is used in the DIR template, because when the report is run and the items populate the table, the header row repeats itself for every single item instead of just showing up once at the top of each new page.

Is there a way to do this? Any and all help is appreciated. 

Thank you in advance!!

------------------------------
Grace Grishaber
Terumo Heart, Inc.
Ann Arbor MI
------------------------------

David Sellnow

I think the downstream tag might be "RELATIONSHIPS" not "CHILDREN" 

This works for me. However I've contained it in a single cell in the table. 

«TableStart:RELATIONSHIPS» «documentKey» - «eval_status» «name» «evaluation_types» «actual_results» «TableEnd:RELATIONSHIPS»

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David Sellnow
LGC - Biosearch Technologies
------------------------------
-------------------------------------------
Original Message:
Sent: 08-01-2023 14:31
From: Grace Grishaber
Subject: How to display DOWNSTREAM relationships using MailMerge Parent/Child function in Word Templates

Hello all, I seem to be having difficulty generating a working table in a Word Export Template that utilizes MailMerge code to display the downstream relationships of a defined item type.

We have previously used a couple different MailMerge techniques to display desired fields for exported Jama items. The first is the "Parent/Child" function, which was applied to our User Needs as shown below:

Another table technique used the "TemplateStart/End:[item type]" function, which was applied to our Design Input Requirements:

I want to be able to generate a Jama Export Template for a different item type that uses the "Parent/Child" MailMerge function as shown in the User Needs template to list several of the items' fields in a table, and I want an additional column in that same table to search and display all of the downstream relationships for each item. I don't want to use the "TemplateStart/End:[item type]" function that is used in the DIR template, because when the report is run and the items populate the table, the header row repeats itself for every single item instead of just showing up once at the top of each new page.

Is there a way to do this? Any and all help is appreciated. 

Thank you in advance!!

------------------------------
Grace Grishaber
Terumo Heart, Inc.
Ann Arbor MI
------------------------------

Andrew Collins

Here's what I use (and was generated a long time ago so don't ask me why ??):

 

 

Note that the dotted underline is hidden text.

 

Andy

 

 

Thanks and best regards

 

Andy

 

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-------------------------------------------
Original Message:
Sent: 8/2/2023 9:14:00 AM
From: David Sellnow
Subject: RE: How to display DOWNSTREAM relationships using MailMerge Parent/Child function in Word Templates

I think the downstream tag might be "RELATIONSHIPS" not "CHILDREN" 

This works for me. However I've contained it in a single cell in the table. 

«TableStart:RELATIONSHIPS» «documentKey» - «eval_status» «name» «evaluation_types» «actual_results» «TableEnd:RELATIONSHIPS»

------------------------------
David Sellnow
LGC - Biosearch Technologies
------------------------------
-------------------------------------------
Original Message:
Sent: 08-01-2023 14:31
From: Grace Grishaber
Subject: How to display DOWNSTREAM relationships using MailMerge Parent/Child function in Word Templates

Hello all, I seem to be having difficulty generating a working table in a Word Export Template that utilizes MailMerge code to display the downstream relationships of a defined item type.

We have previously used a couple different MailMerge techniques to display desired fields for exported Jama items. The first is the "Parent/Child" function, which was applied to our User Needs as shown below:

Another table technique used the "TemplateStart/End:[item type]" function, which was applied to our Design Input Requirements:

I want to be able to generate a Jama Export Template for a different item type that uses the "Parent/Child" MailMerge function as shown in the User Needs template to list several of the items' fields in a table, and I want an additional column in that same table to search and display all of the downstream relationships for each item. I don't want to use the "TemplateStart/End:[item type]" function that is used in the DIR template, because when the report is run and the items populate the table, the header row repeats itself for every single item instead of just showing up once at the top of each new page.

Is there a way to do this? Any and all help is appreciated. 

Thank you in advance!!

------------------------------
Grace Grishaber
Terumo Heart, Inc.
Ann Arbor MI
------------------------------