Content
Updated by Niels Lindenthal 6 days ago
**As** a project member
**I want to** be able to save the export settings as part of the query
**so that** I don't have to do this manually for each export and I can share the export settings with my team (e.g. for a defects and approva report).
**Acceptance criteria**
* The export settings are saved as part of the query (depending on the selected format CSV, XLS and for the PDF the selected type Table/Report/Gantt).
* There is a function in the modal to save the preference for the next time.
* There is a checkbox on the modal footer. Once that checkbox is marked the export settings will be saved for that query.
* The checkbox remains checked for the next export. So every change of the configuration is saved for that query.
* In case users want to prevent other users to change their settings they need to create a private query. The focus is share export seetings with the team.
* Remove the checkbox "Save export preferences for next time" from the confirmation modal after the export.
**Permissions and visibility considerations**
* Every user that can edit the query can edit and save the export settings.
**Out of scope**
* Configuration of defaults (we address this separately)
* Globally for all projects
* For a single project
* For a user
* "Export" tab in the view settings modal.
* Saving export preferences for unsaved queries.
**Mockups**
https://www.figma.com/design/n0uj7NMxC4Q2nAzMyhdBXF/Export-work-packages-table?node-id=1042-1293
**I want to** be able to save the export settings as part of the query
**so that** I don't have to do this manually for each export and I can share the export settings with my team (e.g. for a defects and approva report).
**Acceptance criteria**
* The export settings are saved as part of the query (depending on the selected format CSV, XLS and for the PDF the selected type Table/Report/Gantt).
* There is a
* There is a
* The checkbox remains checked for the next export. So every change of the configuration is saved for that query.
* In case users want to prevent other users to change their settings they need to create a private query. The focus is share export seetings with the team.
* Remove the checkbox "Save export preferences for next time" from the confirmation modal after the export.
**Permissions and visibility considerations**
* Every user that can edit the query can edit and save the export settings.
**Out of scope**
* Configuration of defaults (we address this separately)
* Globally for all projects
* For a single project
* For a user
* "Export" tab in the view settings modal.
* Saving export preferences for unsaved queries.
**Mockups**
https://www.figma.com/design/n0uj7NMxC4Q2nAzMyhdBXF/Export-work-packages-table?node-id=1042-1293