Ability to Export Custom Forms into Excel

[#1]

Description - Ability to export custom forms into an excel format

Why is this feature important to you - Users often ask to export information on projects into excel format for analysis on fields and / or for presentation purposes. 

How would you like the feature to work - Export the custom form from the admin view including field name, field description, and field display logic. Also export a filled out custom form on a project / task / issue with the field values for end users.

Current Behaviour - Custom forms can only be exported in PDF format. The PDF is not presentation ready and is hard to navigate. Users can not easily copy / paste from the PDF or use the data in analysis. 

[#2]

hi

[#3]

We are interested in this feature.  

[#4]

@EmilyVo you can actually do this via a report. 

1. Do a parameter report 

2. I personally use the fields 

• Parameter > Label
• Parameter > Name (to show API Name but not needed)
• Parameter > Display Type 
• Parameter > Description
• Parameter > ID
• You use text mode to get the field options for a drop down. The text mode is

  • displayname=Field Options
    listdelimiter=
    listmethod=nested(parameterOptions).lists
    type=iterate
    valuefield=value
    valueformat=HTML

3. I don't group but you could by form 

4. Your filters need to be text mode 

• EXISTS:1:$$OBJCODE=CTGYPA
  EXISTS:1:categoryID=INSERT FORM ID FOR THE FORM YOU WANT TO EXPORT 
  EXISTS:1:parameterID=FIELD:ID
• If you hit "tab" after the formID you can enter multiple forms if you want. 

[#5]

Can I get a version for people who are non-techies? All I am looking for is a way to export a custom form either in Excel or any other format.

[#6]

Sure, the filter is actually super easy! 

Filter: 

EXISTS:1:$$OBJCODE=CTGYPA
EXISTS:1:categoryID=FORM ID (you would want to remove my text after the = sign and put the ID of the form. You can hit tab and enter multiple IDs for multiple forms 
EXISTS:1:parameterID=FIELD:ID

Fields: 

I put a snip in to show the fields we use. I highlighted the text mode for one of those fields 

[#7]

@TimothyBr 

Hi! You're comments have been super helpful!

I was wondering, is there a way to pull a "Display if" column into the parameter report that shows the link between specific parameters?