Forum Discussion

RaptureLazarus's avatar
RaptureLazarus
Ideator I
5 years ago
Solved

How to define export data for Excel, Word or PDF?

Hi everyone, We need to export some of out Process Plans for external use, but when we export to Word, PDF or Excel, only the name, description and process plan number are included in the docume...
Excel
Process Plans
  • AngelaIp's avatar
    AngelaIp
    5 years ago

    Hi,

    you cannot reuse the regular Word/PDF/Excel Export button for this one. To export a ProcessPlan as file, you need to click the "Publish Process Plan" button.

    This service requires some additional installation steps. You should find them in the documentation.

AngelaIp's avatar
AngelaIp
Ideator I
5 years ago

Hi,

you cannot reuse the regular Word/PDF/Excel Export button for this one. To export a ProcessPlan as file, you need to click the "Publish Process Plan" button.

This service requires some additional installation steps. You should find them in the documentation.

RaptureLazarus's avatar
RaptureLazarus
Ideator I
5 years ago

Ahh, I see, it seems the feature requires a subscription. I guess the next best thing would be using reports...

Thanks for your help.