en:infra-convert:user:functions:cplanexport
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en:infra-convert:user:functions:cplanexport [2019/08/09 14:19] me |
en:infra-convert:user:functions:cplanexport [2023/01/24 09:54] (current) me |
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| <WRAP noprint> | <WRAP noprint> | ||
| - | > User manual #@IC_HTML@# > Functions > Export | + | > User Manual #@IC_HTML@# > Functions > Export |
| </WRAP> | </WRAP> | ||
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| - | With this function, you can export a test plan version as a file in a data exchange format ([[en:infra-convert:dev:export:jsonv1|JSONV1]], [[en:infra-convert:dev:export:dfd|ASCII transfer format ("*.dfd")]], [[en:infra-convert:dev:export:csv|CSV]], descriptions to the data formats under "Administrator's manual #@IC_HTML@# > Export") 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]], | ||
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| + | * 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]]). | > **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]] | > **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]] | ||
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| + | \\ | ||
| <WRAP noprint> | <WRAP noprint> | ||
| <WRAP group> | <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]] | • [[en:infra-convert:user:functions:cplanexport#Customization]] | ||
| Line 28: | Line 36: | ||
| </WRAP> | </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 ^ Open export menu | In the Project overview, right-click on the test plan version you to export. | A context menu opens:\\ {{ :en:infra-convert:user:functions:kontextmenue_exportieren_als_v02.png?direct&400 |}}\\ \\ Up to program version 1.3.7.0 the context menu appeared like this:\\ {{ :en:infra-convert:user:functions:kontextmenue_exportieren_als_v01.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 context menu, click on **Export to one file** > **JSON**.\\ \\ **Note** Up to program version 1.3.7.0 the entry in the context menu was **Export as**. | 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)** You can either export the partial test plans to separate DFD files by clicking **Export to multiple files** > **ASCII**, or to a merged DFD file* by clicking **Export to one file** > **ASCII**.\\ \\ **Note** A partial test plan contains the characteristics related to a drawing sheet.\\ \\ **Note*** The export to a file is available starting with program version 1.3.7.2. | **1a)** 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 context menu, click on **Export to one file** > **CSV**.\\ \\ **Note** Up to program version 1.3.7.0 the entry in the context menu was **Export as**. | In the file manager that opens, you can now save the file as usual in a location to be determined by you. | | + | |
| - | ^ 2d ^ ... to an Excel file | **1)** In the context menu, click on **Export to one file** > **EXCEL**.\\ \\ **Note** Microsoft Excel must be installed on the computer to execute the export.\\ \\ **Note** Up to program version 1.3.7.0 the entry in the context menu was **Export as**. | **1)** The "Export to an Excel file" dialogue window will open:\\ {{ :en:infra-convert:user:functions:dialogfenster_export_excel.png?direct&300 |}} | | + | |
| - | ^ ::: ^ ::: | **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: | 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 group> | ||
| Line 72: | Line 90: | ||
| <WRAP column 65%> | <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> | </WRAP> | ||
| Line 86: | Line 104: | ||
| <WRAP rightalign> | <WRAP rightalign> | ||
| **Go to previous page**\\ | **Go to previous page**\\ | ||
| - | Functions > Characteristics > [[en:infra-convert:user:functions:refsysindiv|Individual reference system]] | + | Functions > Characteristics > [[en:infra-convert:user:functions:filter|Filtering]] |
| </WRAP> | </WRAP> | ||
en/infra-convert/user/functions/cplanexport.1565353187.txt.gz · Last modified: 2019/08/09 14:19 by me
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