en:infra-convert:user:functions:cplanexport_workflow
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en:infra-convert:user:functions:cplanexport_workflow [2020/01/16 13:15] me |
en:infra-convert:user:functions:cplanexport_workflow [2023/01/24 09:21] (current) me |
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| ^ Step ^^ Action ^ Result ^ | ^ Step ^^ Action ^ Result ^ | ||
| - | ^ 1 ^ Open export menu | In the project overview, right-click on the test plan version to be exported. | A context menu opens:\\ {{ :en:infra-convert:user:functions:kontextmenue_exportieren_als_v03.png?nolink&400 |}}\\ \\ **Note** Up to program version 1.4.1.18 the entries for the exports were arranged in submenus. | | + | ^ 1 ^ Open export menu | In the project overview, right-click the test plan version you want to export. | A context menu opens:\\ {{ :en:infra-convert:user:functions:kontextmenue_exportieren_als_v03.png?nolink&400 |}} | |
| - | ^ 2 ^ Export test plan ... | Export test plan ...\\ **2a)** ... in JSON format.\\ **2b)** ... in ASCII transfer format.\\ **2c)** ... in CSV format.\\ **2d)** ... to an Excel file. || | + | ^ 2 ^ Export test plan … | You can now export the test plan\\ **a)** in JSON format (JSONV1).\\ **b)** in ASCII transfer format.\\ **c)** in CSV format.\\ **d)** in individually formatted CSV format.\\ **e)** in Excel file. || |
| - | ^ 2a ^ ... in JSON format | Click **Export as JSON test plan** in the context menu. | In the file manager that opens, you can now save the file as usual to a location of your choice. | | + | ^ 2a ^ … to JSON format | **1)** On the context menu, click **Export to JSON test plan**. | **1)** The **Export to JSON test plan** window opens. | |
| - | ^ 2b ^ ... in ASCII transfer format | **1)** You can export the test plan version to a combined DFD file by clicking **Export to ASCII test plan (*.dfd)**. To export the partial test plans to separate DFD files, click **Export to separate ASCII test plans (*.dfd)**. \\ \\ **Note** A partial test plan contains the characteristics related to a drawing sheet.\\ \\ **Note*** Export to a summarizing file is available from program version 1.3.8.3. | **1)** The dialog box "Export as ASCII test plan (*.dfd)" opens:\\ {{ :en:infra-convert:user:functions:dialogfenster_export_ascii.png?nolink&300 |}} | | + | ^ ::: ^ ::: | **2)** Check the additional test plan data and adjust it if necessary. Select the filters to be applied. | **2)** The additional data and the filter selection are correct. | |
| - | ^ ::: ^ ::: | **2)** Hier können Sie nun optional Daten für den Dateikopf eingeben und anschließend auf **Exportieren klicken**. | **2)** In the file manager that opens, you can now save the file as usual to a location of your choice. | | + | ^ ::: ^ ::: | **3)** Click **Export**. | **3)** In the file manager that opens, you can now save the file as usual to a location you specify. | |
| - | ^ 2c ^ ... in CSV format | Click **Export as CSV test plan** in the context menu. | In the file manager that opens, you can now save the file as usual to a location of your choice. | | + | ^ ::: ^ ::: | **Note** Additional data are available from program version 2.10.0. Filters and additional data are available only in the Pro version. || |
| - | ^ ::: ^ ... in CSV format (individually formatted) | As an alternative to the regular CSV export, you can export an individually formatted CSV test plan based on an Excel template file (XLTX). To do this, follow the instructions for step 2d " Export test plan to an Excel file". Finally, select "CSV" as file type in the file manager.\\ \\ **Note** This export option is available from program version 1.3.9.4. || | + | ^ 2b ^ … in ASCII transfer format | **1)** You can export the test plan version to a combined DFD or DFQ file; to do this, click **Export to ASCII test plan (*.dfd, *.dfq)**.\\ \\ To export the partial test plans to separate DFD or DFQ files, click **Export to separate ASCII test plans (*.dfd, *.dfq)**. | **1)** The **Export to ASCII test plan (*.dfd, *.dfq)** dialog box opens. | |
| - | ^ 2d ^ ... to an Excel file | **1)** Click in the context menu on **Export to EXCEL test plan**.\\ \\ **Note** Microsoft Excel must be installed on the computer to run the export. | **1)** The dialog box "Export to EXCEL test plan" opens:\\ {{ :en:infra-convert:user:functions:dialogfenster_export_excel.png?nolink&225 |}} | | + | ^ ::: ^ ::: | **2)** Check the additional test plan data and adjust it if necessary. Select the filters to be applied.\\ \\ For separate export, select the file format **DFD (*.dfd)** or **DFQ (*.dfq)** here. | **2)** The additional data and the filter selection are correct. | |
| - | ^ ::: ^ ::: | **2)** At this point, you can now select the Excel template file and specify with a check mark at **Open Excel** that Microsoft Excel is opened directly after the export. Then click on **Export**. | **2)** In the file manager that opens, you can now save the file as usual in a location of your choice. The available file types are XLSX, XLS, XLSM and CSV.\\ \\ **Note** The file type "CSV" is available from program version 1.3.9.4. | | + | ^ ::: ^ ::: | **3)** Click **Export**. | **3)** In the file manager that opens, you can now save the file as usual to a location you specify.\\ \\ For combined export you can choose here between the file types **DFD (*.dfd)** and **DFQ (*.dfq)**. | |
| + | ^ ::: ^ ::: | **Notes** A partial test plan contains the characteristics linked to a drawing sheet. The additional data can be taken from test plan properties as of program version 2.10.0. Filters and additional data are only available in the Pro version. The selection of the file type DFQ (*.dfq) is possible from program version 3.4.8. || | ||
| + | ^ ::: ^ ::: | **2)** Check the additional test plan data and adjust it if necessary. Select the filters to be applied. | **2)** The additional data and the filter selection are correct. | | ||
| + | ^ ::: ^ ::: | **3)** Click **Export**. | **3)** In the file manager that opens, you can now save the file as usual to a location you specify. | | ||
| + | ^ ::: ^ ::: | **Note** The additional data are only offered for export if the corresponding setting is set, see [[#Customization]]. The additional data can be taken from test plan properties as of program version 2.10.0. Filters and additional data are only available in the Pro version. If neither a title line is to be exported and no filter has been defined beforehand, the **Export as CSV test plan** dialog box does not appear. || | ||
| + | ^ 2d ^ … to CSV format (individually formatted) | As an alternative to the regular CSV export, you can export an individually formatted CSV test plan based on an Excel template file (XLTX). To do this, follow the instructions for step 2e **Export test plan to Excel file**. Finally, select **CSV** as the file type in the file manager. || | ||
| + | ^ 2e ^ … to Excel file | **1)** Click **Export as EXCEL test plan** in the context menu. | **1)** The **Export as EXCEL test plan** dialog box opens. | | ||
| + | ^ ::: ^ ::: | **2)** Set the export behavior:\\ \\ **Common**: Select the desired template file. Determine whether the data should only be transferred to Excel or whether a file should be created directly and whether this should be opened directly after the export.\\ \\ **Additional data**: Check the additional test plan data and adjust it if necessary.\\ \\ **Apply filter to export**: Select the filters to be applied. | **2)** The export behavior is correctly specified. | | ||
| + | ^ ::: ^ ::: | **3)** Click **Export**. | **3)** In the file manager that opens, you can now save the file as usual to a location you specify. The available file types are XLSX, XLS, XLSM and CSV. | | ||
| + | ^ ::: ^ ::: | **Note** Microsoft Excel must be installed on the computer to run the export. Additional data are available from program version 2.10.0. Filters and additional data are available only in the Pro version. || | ||
en/infra-convert/user/functions/cplanexport_workflow.1579176939.txt.gz · Last modified: 2020/01/16 13:15 by me
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