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Updated by Niels Lindenthal about 3 years ago
# User story
**As** a project member
**I want to** create professionally styled work plan documents (pdf)
**so that** I don't have to create them manually in a text editor.
# Acceptance criteria
## Structure of the pdf
The exported pdf consists of two parts:
* Index table
* Main part
### Index table
* Table view that shows the columns from the query
* The table shows the hierarchy by indention (similar to web view but without the fold/unfold icons)
* Column header similar to the column header in the web view (bold and capitalized)
### Main part
* For each work package there is heading based on the work package subject
* Below each work package heading there is table that shows the selected attributes
* The work package headings have level based on the level of the correspondig work package
* Work packages on root level: h2
* Work packages on the second level: h3
* Work packages on the third level: h4
* ....
* The main text contains all long text field with a corresponding label (bold)
* The text fields are ordered by their order in the web view.
* Description
* Long text custom field 1
* Long text custom field 2
* ....
* The text field labels are not separated from their text.
### Footer/Header
* Document title (query name)
* Logo
* Export date
* Name of the exporting person (first name and last name)
* URL of the exported query
## Text formatting
* All text formatting supported by our text editors
* Headings
* Bold
* Italic
* Strikethrough
* Code
* Links
* Embedded pictures
## Export modal
### PDF Tabs to group the export options
1. PDF -> PDF: table
2. PDF with descriptions -> PDF: table and details
3. ~~PDF with description and attachments~~
4. ~~PDF with attachments~~
###
# Open
* Do we add a logo?
* Should we restrict the number of columns in the overview table?
* Do we take the first 4 columns?
* Should we allow row breaks in long subjects
* Do we need a limit of exported work packages, e.g. 500
* How do we handle parent work packages that are filtered out?
# **Out of Scope**
## Attribute selection
* Selecting the long text fields to be exported (we The export all long text fields that options are active for the type and the project)
* Select the attributes for the index table and the details section
## Formatting configuration
* Having a frontend to configure the pdf grouped by tabs
* Borders PDF
* Icons XLS
* Font sizes
* Colors CSV
### "Export" tab in modal "Work package table configuration" Tab: PDF export
* In the PDF tab the long text fields can be selected
* Description
* Long text custom field 1
* Long text custom field 2
* ....
* All long test fields are selected by default.
* There is an option to add the "Overview table"
* There is an option to add the "Work package details sections"
* We remove the option export "PDF with attachments and descriptions": If a user needs to export pictures they need to be embedded in the text.
* We remove the option to remove "Backlogs for each sprint".
# Open
* Do we add a logo?
* Should we restrict the number of columns in the overview table?
* Do we take the first 4 columns?
* Should we allow row breaks in long subjects
* Do we need a limit of exported work packages, e.g. 500
* How do we handle parent work packages that are filtered out?
# **Out of Scope**
* Having a frontend to configure the pdf
* Borders
* Icons
* Font sizes
* Colors
**As** a project member
**I want to** create professionally styled work plan documents (pdf)
**so that** I don't have to create them manually in a text editor.
# Acceptance criteria
## Structure of the pdf
The exported pdf consists of two parts:
* Index table
* Main part
### Index table
* Table view that shows the columns from the query
* The table shows the hierarchy by indention (similar to web view but without the fold/unfold icons)
* Column header similar to the column header in the web view (bold and capitalized)
### Main part
* For each work package there is heading based on the work package subject
* Below each work package heading there is table that shows the selected attributes
* The work package headings have level based on the level of the correspondig work package
* Work packages on root level: h2
* Work packages on the second level: h3
* Work packages on the third level: h4
* ....
* The main text contains all long text field with a corresponding label (bold)
* The text fields are ordered by their order in the web view.
* Description
* Long text custom field 1
* Long text custom field 2
* ....
* The text field labels are not separated from their text.
### Footer/Header
* Document title (query name)
* Logo
* Export date
* Name of the exporting person (first name and last name)
* URL of the exported query
## Text formatting
* All text formatting supported by our text editors
* Headings
* Bold
* Italic
* Strikethrough
* Code
* Links
* Embedded pictures
## Export modal
1. PDF -> PDF: table
2. PDF with descriptions -> PDF: table and details
3. ~~PDF with description and attachments~~
4. ~~PDF with attachments~~
###
# Open
* Do we add a logo?
* Should we restrict the number of columns in the overview table?
* Do we take the first 4 columns?
* Should we allow row breaks in long subjects
* Do we need a limit of exported work packages, e.g. 500
* How do we handle parent work packages that are filtered out?
# **Out of Scope**
## Attribute selection
* Selecting the long text fields to be exported (we
* Select the attributes for the index table and the details section
## Formatting configuration
* Having a frontend to configure the pdf
* Borders
* Icons
* Font sizes
* Colors
### "Export" tab in modal "Work package table configuration"
* In the PDF tab the long text fields can be selected
* Description
* Long text custom field 1
* Long text custom field 2
* ....
* All long test fields are selected by default.
* There is an option to add the "Overview table"
* There is an option to add the "Work package details sections"
* We remove the option export "PDF with attachments and descriptions": If a user needs to export pictures they need to be embedded in the text.
* We remove the option to remove "Backlogs for each sprint".
# Open
* Do we add a logo?
* Should we restrict the number of columns in the overview table?
* Do we take the first 4 columns?
* Should we allow row breaks in long subjects
* Do we need a limit of exported work packages, e.g. 500
* How do we handle parent work packages that are filtered out?
# **Out of Scope**
* Having a frontend to configure the pdf
* Borders
* Icons
* Font sizes
* Colors