Export formats and procedure

You can export a set of Work Items to various formats:

  • Microsoft Word document

  • Microsoft Excel

  • Comma-separated Values (CSV)

  • XML, with options for transforming to HTML, PDF, RTF, or plain text

  • Microsoft Project

You can select a subset of all existing items for export using a search query in the Table, Live Plan, or Road Map views. Supported Microsoft Office versions are listed in the installation guide documentation found in the Polarion section of Siemens' Doc Center.

Export Work Items to a document or other supported format

  1. In the Table view of the Work Items topic or a Document, query to retrieve the set of Work Items you want to export.

    (Depending on your license, it may be possible to do the above in other views. The Table view is present with every license.)

  2. Click and choose Export to display the Export Work Items dialog.

  3. In the Format field, select the target file format for the export output.

    The dialog presents different export options depending on the content being exported and your selection in the Format field:

    • Template: If shown, you may choose the template to be used to format the export output. Note that your choice of an export template may be overridden by a custom plugin implemented by your organization.

    • Available/Selected Columns: If shown, you can select from a list of available data fields (columns in tabular formats), and add them to a list of selected fields/columns which will then have values from the selected fields included in the export output.

    • csv: Comma separated values : If this format is selected, you're given an option to Remember this selection. When selected, Polarion remembers the fields and columns you chose for future csv: Comma separated values exports.

  4. If the Advanced options link appears for the selected format, it leads to additional format-specific export options such as the Charset. Check the settings to be sure no changes are needed.

  5. Click OK to begin exporting. You will be prompted to specify a location for storing the exported file locally.

Note:

Export template override:

Organizations can optionally implement restrictions via the plugin API to influence the template used for export to Microsoft Word and Excel, with restrictions on individual exports by individual users, to include a watermark in the exported documents and/or to conform to other required policies.

If such a plugin is in use, the Export Work Items dialog shows a message under the Template field when Word or Excel is selected as the target format: "The selected template may be substituted with one that complies with company policy."

Linked Work Items in exports

When you export Work Items to CSV or Excel Round-trip format, Work Items linked to and from the exported items can optionally be included in the exported document. Items linked via derived links, items cited in Subversion commit messages for example, can also be included in the export to CSV or Excel Round-trip.

You include linked Work Items in the export by adding one or more of the following from the Available Columns to the Selected Columns list in the Export Work Items dialog:

  • Externally Linked Work Items

  • Linked Work Items

  • Linked Work Items Derived

Repository Revision in exports

When you export Work Items to CSV or Excel Round-trip format, you can optionally include revision numbers of any linked repository revisions in the output. Revisions linked to linked Work Items will also be included. Revision numbers in the exported document are formatted as hyperlinks which lead to the revision in your Polarion portal, displayed in the Repository Browser.

You include linked revisions in the export by adding Linked Revisions, from the Available Columns, to the Selected Columns list in the Export Work Items dialog.