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Document properties in round-trip template

Posted: Fri Jan 09, 2015 7:50 am
by Gersbacher
Hello,

we create some document custom fields and use it successfully within the document by usage of wiki content.

Is it also possible to access this document custom fields in the Word round-trip template? If possible, how the control field shall be specified in the word template?

Thanks for support.

Re: Document properties in round-trip template

Posted: Mon Jan 12, 2015 10:45 am
by jandlj
You need to download the template from the document's sidebar.

Then open it in Word, enter the header & footer section and go to Developer tab. Here insert new "Plain text content control" and edit its properties. It must contain the document custom field's ID. Save it and upload the template back to Polarion.

doc-template-header1.PNG
doc-template-header1.PNG (108.82 KiB) Viewed 9646 times

Re: Document properties in round-trip template

Posted: Mon Jan 12, 2015 11:06 am
by Gersbacher
Thanks a lot, it works.

But there are two additional question:
Which ID shall be used for document status property (status, Status or documentStatus does not work)?

Is there a possibility to change the Author of the document? Because sometimes the original author of the document is not available anymore in the project and another person assume the ownership of the document.

Re: Document properties in round-trip template

Posted: Thu Jan 15, 2015 8:52 am
by Gersbacher
Is there no idea how to access the document status property :?:

Re: Document properties in round-trip template

Posted: Wed Jan 21, 2015 1:24 pm
by jandlj
Hello

Document's Author can not be changed. You can workaround it by setting up a custom field of type User.

A document's Status can not be put into header or footer. Only predefined fields as described in Polarion Help, chapter "Using Round-trip Export Templates" http://almdemo.polarion.com/polarion/help/?topic=/com.polarion.xray.doc.user/ugDocsWordRoundtrip.html

You can, however, use predefined Wiki macro to have it displayed at least on front page. Insert following Wiki content :

Code: Select all

{document-property:$document.getId()|status}

Re: Document properties in round-trip template

Posted: Fri Jan 30, 2015 1:42 pm
by Gersbacher
Hello,

we still use a custom field of type user, but I hope the original document author can be adapted in future.

Can you please also track a new feature "document's Status accessible in Word header and footer"? Thanks.
On front page we still display the document status, but in the common word template of our company the document status is included in the footer. Therefore we should have an adapted word export template equal to the common word template.

We tried following workaround: Create a custom field "doc-status", which is automatically changed if the original document status is changed. But currently there is no possibilty to do this.

Re: Document properties in round-trip template

Posted: Sat Mar 07, 2015 12:04 am
by lucygp
I hope the original document author can be adapted in future.










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Re: Document properties in round-trip template

Posted: Thu Oct 05, 2017 10:23 am
by martinaiphs
Any Document, whether created in Polarion or imported from Word, can be exported to Word. The exported document can subsequently be shared subsequently than others, or the Document author can operate considering a reference to the document off-parentage. After changes, the exported document can also be imported sustain to Polarion where the changes are incorporated into the online Document and the Document records are updated. This feature is called Word Round-vacation.
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