import styles in word from another document

Import styles in word from another document how to#

Condition will be met if the work item has one of the selected Word style. has the following style: if selected, a style selector appears next to the condition type selector.You can select several kind of conditions. if any conditions are met: the rule is applied if any the conditions below are met (the logical operator between the conditions is OR).if all conditions are met: the rule is applied if all the conditions below are met (the logical operator between the conditions is AND).In the list you can find only the work items which has child items. You can define where (in which work item branch or in the whole document) the rule will be applied. It is not able to select trackers which has mandatory fields beyond Summary and Description fields, these trackers are listed as gray colour. Import into.: you can import work items into an other tracker within the current project, the available trackers (trackers with 'Add new item' permission for the current user) are shown in the list.If work item has no parent, this action will be omitted and it will be imported as an individual work item. Attach to parent: if work item has a parent item, the item will not be imported as an individual work item, but the Summary and Description will be concatenated to its parent item.Selecting this action, work items will be imported into the current tracker as Information or Folder. Import into the current tracker as.: this action is displaying only if the current tracker has Category field with Information or Folder meaning options.Import into the current tracker: the work items will be imported into the current tracker as 'normal' work items (with no Information or Folder meanings).Logical operator selector between the conditions (AND or OR)Īvailable rule actions are the followings:.The conditions of the several rules can be overlapped, in this case always the action of the latest rule will be applied to the work item. If you are ready with setting the rules, click on Preview button to see which work item will be applied for which action according to the rules and their conditions. You can modify the default rule, and also you can add more rules (+ button below the default rule) or delete an existing non-default rule (X button on the top right corner of the rule). As default you get the following rule which means, that all of the items in the document will be imported into the current tracker.:

The rules is for what you would like to do with the work items if the defined conditions are met. You can define Import rules with specific actions and conditions.

On the right side you can define Import rules using different kind of conditions, and see a Statistics area and the control buttons.

In the center pane you can find a Document View-like list of the to be imported work items.

After the summary of the work item, you can see the name of the Word heading styles in parenthesis.

On the left side you can see the work item structure (parent-child relation) in a tree.

The next page is the Preview screen where you can see the preview of the work item structure and content and furthermore you can filter and set the work items and define other import rules. You can modify the Field settings of the tracker or begin import from an other tracker. In this case a warning appears and it is not able to click on Next button. Note: importing from Word is not possible if the current tracker has some mandatory fields beyond the Summary and Description fields. After the uploading will be finished, click on Next to navigate to the Preview screen.

or drag and drop the file into the area to upload document. Select Microsoft Word and click to Attach a file. The different levels of heading styles will make the parent-child relation between the work items.Įxample: at the image you can see a part of a document, Transmission has Heading 1 style, Transmission TC and Default: Continuosly variable has Heading 2, Minimum Torque has Heading 3.Īfter import, we will have the following work item tree structure:ĬodeBeamer has a general import screen, Import menu item is available in the More menu of the action bar of the tracker home page (table view or document view). The Word documentum should be structured using Word styles: after the import the heading styles will be the summaries of the work items, the paragraphs after the headings with normal styles will be the descriptions. With Microsoft Word import functionality you are able to import work items into your trackers.

What if my Word style does not appear in the style selector of the Word import?.

Import styles in word from another document how to#

How to fix if a Word import fails with an error message?.