In this tutorial we will do the followings:
- Embed View as dynamic filter in Risk management File
- Download and install Document Generator
- Generate risk management file to MSWord
Open risk management file in Product Tree
Select the FMEA paragraph, in which you are going to put your FMEA table (in our example its FMEA Risk Table)
Click on “Edit” button of the paragraph description in order to open description in edit mode
Click “Embed Views” button on the description editor toolbar
In the pop-up screen, “Risk” and “FMEA Risk Summary Report” filter
Now you can see the view name in the description area.
Note: this filter contains the attributes that you ssh to include in the FMEA table to be generated on your risk management file.
First, review and understand Orcanos Document Generator. You need to first install it on your client machine
Open Docgen, and login
Uncheck the “Select all” checkbox, and then select the “Paragraph” work item in the list. This si because we dont want to see the risks as headings in the document, but show the dynamic filter instead
Select the document you want to generate, using the “Source”.
Click “Yes” for the pop-up screen asking about document name
Select “Document Properties” tab and check the “Landscape” option
Click “Generate” button at the bottom of the screen
The document is generated
Scroll to the FMEA table: