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--- en:infra-convert:user:functions:cplanexport [2018/10/15 10:32]
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+++ en:infra-convert:user:functions:cplanexport [2023/01/24 09:54]
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@@ Line 11: / Line 11: @@
 ----
-With this function, you can export a test plan version as a file in a data exchange format (JSONV1, ASCII transfer format (= DFD), CSV) or write the contents of the test plan directly to a Microsoft Excel file you have configured.
+With this function you can:
+  * export a test plan version as a file in one of the following data exchange formats: [[en:infra-convert:dev:export:jsonv1|JSONV1]], [[en:infra-convert:dev:export:dfd|ASCII transfer format (*.dfd)]], [[en:infra-convert:dev:export:csv|CSV]],
+  * write the contents of a test plan version directly to a Microsoft Excel file that you have configured,
+  * export the contents of the entire project, i.e. all contained test plan versions, in the following data exchange format: [[en:infra-convert:dev:export:jsonv2|JSONV2]].
 > **Important** If you use #@IC_HTML@# as a module in a CAQ system, the test plan will automatically be saved in the CAQ system’s default path when saving a project (see Functions > Projects > [[en:infra-convert:user:functions:saveproject|Save project]]; Introduction > User manual tips > [[en:infra-convert:user:wiki#If infra CONVERT is integrated into a CAQ system]]).
 > **Note** Information on how to create and edit Excel templates can be found here: User manual #@IC_HTML@# > Additional information [[en:infra-convert:user:exceltemp|Create and edit Excel templates]]. For information on the structure of the data exchange formats, see an dieser Stelle informieren: Administratorhandbuch #@IC_HTML@# > [[en:infra-convert:dev#Export|Export]]
+\\
 <WRAP noprint>
 <WRAP group>
-<WRAP column 20%>
+<WRAP column 35%>
-//**__Content__**//
+//**__Inhalt__**//
- • [[en:infra-convert:user:functions:cplanexport#Workflow]]\\
+ • [[en:infra-convert:user:functions:cplanexport#Workflow: Export test plan version]]\\
+ • [[en:infra-convert:user:functions:cplanexport#Workflow: Export all test plan versions]]\\
  • [[en:infra-convert:user:functions:cplanexport#Customization]]
@@ Line 28: / Line 36: @@
 </WRAP>
-</WRAP> </WRAP>
+</WRAP>
+</WRAP>
-==== Workflow ====
+==== Workflow: Export test plan version ====
-|< 100% 5% 15% 40% 40%>|
+{{page>en:infra-convert:user:functions:cplanexport_workflow}}
-^  Step  ^^  Action  ^  Result  ^
-^  1  ^ Select test plan | In the Project overview, right-click on the test plan version you with to export and then place the cursor over the list entry **Export as** in the context menu that opens. | {{ :en:infra-convert:user:functions:kontextmenue_exportieren_als.png?direct&400 |}} |
-^  2  ^ Export test plan ... | The test plan can now be ...\\  **2a)** ...exported in JSON format.\\  **2b)** ... exported in ASCII transfer format.\\  **2c)** ... exported in CSV format.\\  **2d)** ... exported to an Excel file. ||
-^  2a  ^ ... in JSON format | In the sub-menu of the context menu, click on **Json**. | In the file manager window that opens, you can now save the file as usual in a location of your choice |
-^  2b  ^ ... in ASCII transfer format | **1)** In the sub-menu of the context menu, click on **ASCII transfer format**. | **1)** The //Export in ASCII transfer format// dialogue window will open:\\ {{ :en:infra-convert:user:functions:dialogfenster_export_ascii.png?direct&400 |}} |
-^  :::  ^ ::: | **2)** Here, you can enter data for the file header and then click on **Export**. | **2)** In the file manager window that opens, you can now save the file as usual in a location of your choice |
-^  2c  ^ ... in CSV format | In the sub-menu of the context menu, click on **CSV**. | In the file manager window that opens, you can now save the file as usual in a location of your choice |
-^  2d  ^ ... to an Excel file | **1)** In the sub-menu of the context menu, click on **Excel**. | **1)** The //Export to an Excel file// dialogue window will open:\\ {{ :en:infra-convert:user:functions:dialogfenster_export_excel.png?direct&400 |}} |
-^  :::  ^ ::: | **2)** Here, you can now select the Excel template file and check the **Open Excel** box if you want Microsoft Excel to open once the export is complete. Then, click **Export**. | **2)** In the file manager window that opens, you can now save the file as usual in a location of your choice |
 \\
-==== Customization ====
+==== Workflow: Export all test plan versions ====
+{{page>en:infra-convert:user:functions:cplanexport_workflow2}}
+\\
 The function can be influenced via the following settings:
+<WRAP group>
+<WRAP column 25%>
+**Customize test plan attributes**
+</WRAP>
+<WRAP column 65%>
+Customize the Test plan attributes list. Any other attributes can be added to the standard ones listed above.
+\\ **See** Settings > Settings > Administration > [[en:infra-convert:user:config:administration#"Additional attributes for test plan versions" group|"Additional attributes for test plan versions" group]]
+</WRAP>
+</WRAP>
+<WRAP group>
+<WRAP column 25%>
+**Title row in CSV file**
+</WRAP>
+<WRAP column 65%>
+Specify whether or not to export an additional title bar in the CSV file.\\ **See** Settings> Settings > [[en:infra-convert:user:config:export|Export]]
+</WRAP>
+</WRAP>
 <WRAP group>
@@ Line 58: / Line 90: @@
 <WRAP column 65%>
-Change the save location of the Excel template files.\\ **See** Settings > Settings > [[en:infra-convert:user:config:export|Export]]
+Change the save location of the Excel template files and the export behaviour.\\ **See** Settings > Settings > [[en:infra-convert:user:config:export|Export]]
 </WRAP>
@@ Line 72: / Line 104: @@
 <WRAP rightalign>
 **Go to previous page**\\
-Functions > Characteristics > [[en:infra-convert:user:functions:addstampview|Assign stamp view]]
+Functions > Characteristics > [[en:infra-convert:user:functions:filter|Filtering]]
 </WRAP>
 **Go to next page**\\
-Functions > Export > [[en:infra-convert:user:functions:pdfexport|Export drawing as PDF]]
+Functions > Characteristics > [[en:infra-convert:user:functions:pdfexport|Export drawing]]
 </WRAP> </WRAP>
 </WRAP>

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