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Configuring an Export Template

Comindware Tracker supports the ability to export data to Word, Excel or PDF files. For that, you need to create a template, either in Word or Excel, where you map Comindware Tracker fields to a preconfigured document/workbook layout.

To configure an export template file:

1. Create a new Microsoft Word/Excel document/workbook (*.docx or *.xlsx) which will be the export template file.

2. Create your template layout, entering labels for the data you want to export from Comindware Tracker.

3. Fill in your layout with the system names of the fields that are to be replaced with actual data in export files. There are some patterns of variables:

Pattern

Description

{field_identifier}

returns a value of a text field

{#field_identifier}

returns a value of a field of the Reference type

{attachments}

returns a list of attachments

{*attachment}

returns attachments (pictures and PDFs) as pictures

where field identifier is the identifier which you can find in the field information: Application setup  -> Fields -> double click on the field.

In order to export collection, create a table in Word. Here’s the example of the configured table:

Checklist itemRecommendationTarget DateSignificance
{foreach:checklists}{rec_checklist_item} {Recommendation} {TargetCompletionDate} {a_significance}{end:checklists}

In the first row you define columns that you want to see in the table. As for the second row:

  • In the first column you define the collection (checklists in this case) where to pull data from with the help of foreach operator. Then you insert the system name of collection field to go in the first column (rec_checklist_item in this case);
  • In other columns you insert system names of collection field to go in certain columns;
  • In the last column you first define the system name of collection field to go there and then define collection again with the help of end operator, closing it.

In order to export a list:

  • Go to Comindware Tracker, add new Export Template and add Template variables corresponding to lists that you want to export in the template.
  • Go back to your template and fill in your layout with list variables from the previous step as follows: {%variable}

4. Design a nice look for your template: Styles, fonts, font sizes. Add your company logo into it.

5. Save the export template file.

Now you need to upload the template into Comindware Tracker. If necessary, create more templates with these steps.

You can also enable option "Use report template" in export template settings and insert variables from n3 expression in the template as follows: {~variableN3}.

6. Save the export template file.

Now you need to go back to Comindware Tracker and upload the template into Comindware Tracker (step 3).