Customize export templates

Polarion provides templates which are applied by default to exported documents when users export Work Items to various supported formats. The default templates can be customized, or you can create one or more customized copies of the default templates (recommended).

Export Templates are initially in the Repository scope and used for new projects. If you customize Export Templates in the repository scope, the customizations are the default in new projects. Export Templates can be customized in projects and project templates, and the project-scope template overrides the Repository-scope version of the same template in the project, or in projects based on a project template in which Export Templates have been customized.

The Administration interface provides access to Export Templates in the Repository or projects. You can download any existing template, upload custom templates, or delete existing templates.

Note:

A Repository-scope Export Template cannot be deleted while you are working in project-scope Administration.

To access Export Templates administration:

  1. Log on with administrator permissions for the scope you want to access. If logging on does not automatically take you into Administration, enter Administration using the link in the tool view of Navigation.

  2. Open a repository (to access global repository templates) or a project.

  3. In Navigation, expand Administration Work Items and select Export Templates.

The Export Templates page lists available export formats in the left-hand column. When you select one of these, icons for the existing Export Templates for the selected format appear in the right-hand column.

To customize an existing Export Template:

  1. Select the template in the Export Templates page.

  2. In the page toolbar, click Download, and save the template file to your local file system.

  3. Edit the downloaded Export Template file in a compatible application and save the changes. For example, if it is a template for Microsoft Word documents, edit the downloaded template in Microsoft Word.

    If you want to create a custom copy of the template in Polarion, save the modified file with a different name.

  4. Return to the Export Templates page in Polarion, click Upload, select the locally modified Export Template file, and upload it to the portal.

Tip:

You can optionally use the Repository Browser to upload modified Export Template files to the export_templates folder of the project's repository ([PROJECT_NAME]/.polarion/tracker/export_templates).

For additional information, see Customize XML Export Templates and Customize Excel Export Templates.