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Export Template Generation From a Default One

  • 1.  Export Template Generation From a Default One

    Posted 25 days ago
    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
    ------------------------------


  • 2.  RE: Export Template Generation From a Default One

    Posted 25 days ago
    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
    ------------------------------



  • 3.  RE: Export Template Generation From a Default One

    Posted 25 days ago
    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



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  • 4.  RE: Export Template Generation From a Default One

    Posted 24 days ago
    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
    ------------------------------



  • 5.  RE: Export Template Generation From a Default One

    Posted 24 days ago
    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






  • 6.  RE: Export Template Generation From a Default One

    Posted 24 days ago
    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
    ------------------------------



  • 7.  RE: Export Template Generation From a Default One

    Posted 24 days ago
    Thank you. If you don't mind, how can I find those macros to install in the template?

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



  • 8.  RE: Export Template Generation From a Default One

    Posted 24 days ago
    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








  • 9.  RE: Export Template Generation From a Default One

    Posted 23 days ago
    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
    ------------------------------



  • 10.  RE: Export Template Generation From a Default One

    Posted 23 days ago
    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
    ------------------------------



  • 11.  RE: Export Template Generation From a Default One

    Posted 23 days ago
    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
    ------------------------------