Display a ticket in MS Word

In the fourth part of our blog series Step by Step to a Ticket System, you saw how to configure a button with which you can create a new ticket in the view group of the tickets. Today you will learn which opportunities there are to display a ticket in MS Word and how a template to display tickets can be created. Off we go.

Open the organizational unit of the ticket system and open the view All Tickets. If you have not yet created a ticket, do so using the button Create Ticket.

Ein neues Ticket anlegen

Create a new ticket

Tabular issue of a ticket in Word

To export a tabular analysis of a ticket to MS Word, open the context menu of the ticket, select Display in MS Word and then the command Tabular Analysis.

Tabellarische Auswertung aufrufen

Call up tabular analysis

Now the dialog will open to select the product properties to be issued.

Wählen Sie die gewünschten Inhalte

Select the desired contents

Because our form hasn’t had any tabs until now, all the properties will be listed under General. Select the properties that should be issued with the checkboxes. The designation of the property for the print can be determined in the form editor. The property PrintCaption has to be set to the corresponding field.

Die Einstellung im Formulareditor

The settings in the form editor

If nothing is entered in the PrintCaption, the name of the property will be used. Now the selection dialog looks like this:

Angepasste Auswahl nach Anpassung im Formulareditor

Adapted selection according to adaptation in the form editor

The results after pressing OK will look like this:

Das Ergebnis in MS Word

The result in MS Word

Formatted issue of a ticket in Word

As well as the tabular display, tickets can also be exported as self-defined templates. First you need a .dot or .dotx file that specifies the issue’s layout. Then, under the product type for tickets, set that the template should be used.

Now the process, step by step:

Generate a Word template for tickets

Create a .dot or .dotx document on your hard drive with Word and name it Ticket.dotx. Change into the view Templates in the view group Administration and drag the file into the folder German using drag and drop. Change the state to In Progress and the category to DOCUMENT TEMPLATE in the add dialog:

Einstellungen treffen beim Hinzufügen der Vorlage

Settings appear when adding the template

Create the product with the condition In Progress. The result should look like this:

Die neue Vorlage im Vorlagenordner

The new template in the template folder

Open the document now to edit in MS Word:

Die Vorlage bearbeiten

Edit the template

Design the templates in Word as you wish. In the places where the properties of the tickets should be displayed, define the text marks according to the scheme isp_<Eigenschaftenname>.

Auswahl der Eigenschaften

Selection of properties

When you’re finished with the design of your template, then save the template and check it back in to in-STEP BLUE.

Connect the template with the product type Ticket

Now change into the view Product types and open the properties dialog of the product type Ticket.

Navigieren Sie zum Produkttyp Ticket

Navigate to the product type Ticket

Change in to the dialog in the tab Further Settings and allocate the property DefaultWordTemplate to the template Ticket.dotx.

Die neue Vorlage als DefaultWordTemplate festlegen

Specify the new template as DefaultWordTemplate

Output in MS Word

Because of the allocation of the template to the product type, there is now another entry under Display in MS Word to output the selected ticket defined as in your template.

Den neuen Befehl nutzen

Use the new command

Your results then look like this:

Das gewünschte Ergebnis

The desired result

That’s all for today. How will we continue next week? The next entry explains how to document your ticket list in Word. Just follow along to come step by step to your own ticket system. And if you have ideas or wishes, just get in touch with us at service@microtool.de or 030/467086-20.

Axel Höner is an expert for the integration of in-STEP BLUE and other microTOOL software products into IT environments of any size. A certified Project Management Expert (IPMA), he specializes in consulting and process optimization.

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