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Ability to Export Custom Forms into Excel

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Level 2

12/6/24

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. 

3 Comments

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Level 4

12/11/24

@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.