topic Merge Fields in Word Template export do not work when edited in Codebeamer

Merge Fields in Word Template export do not work when edited

MM_10991077 — Tue, 11 Mar 2025 14:02:17 GMT

Hello all,

export tracker to word using eg. default system template works fine and data are visible.

But it does not work if Merge Field is edited:

1) { MERGEFIELD author \* MERGEFORMAT } -> author is rewritten manually

2) { MERGEFIELD author \* MERGEFORMAT } to { MERGEFIELD baseline \* MERGEFORMAT }

or manually inserted : Insert tab > Text > Quick parts > Field > Merge field

If working Merged Field is copy/past then it works.

Is there any special formatting or syntax needed for working with Merged Fields in Word document?

thank you

Re: Merge Fields in Word Template export do not work when edited

EvaBertalan — Tue, 11 Mar 2025 15:07:49 GMT

Hello @MM_10991077 ,

I usually manually insert them with the Quick parts > Field function, but without the { MERGEFIELD ... MERGEFORMAT } commands:

Re: Merge Fields in Word Template export do not work when edited

MM_10991077 — Wed, 12 Mar 2025 07:10:25 GMT

Hello EvaBertalan,

I did the same but for some reason it is not working.

the { MERGEFIELD ... MERGEFORMAT } is shown when you press ALT + F9

Below you can find picture with original working merge field and manually inserted via above step.

They look the same but it is not working.

thank you

Re: Merge Fields in Word Template export do not work when edited

EvaBertalan — Wed, 12 Mar 2025 14:00:16 GMT

Hi @MM_10991077 ,

Sorry, I cannot reproduce this.

Are you sure, you change it back with ALT + F9 on the exported document to see the actual result?

Re: Merge Fields in Word Template export do not work when edited

EvaBertalan — Thu, 13 Mar 2025 10:31:29 GMT

Hi @MM_10991077 ,

What is the version of MS Word you use?

Is it a desktop application, or an online application?

What is your operating system? Windows? Mac? Linux?

Re: Merge Fields in Word Template export do not work when edited

MM_10991077 — Thu, 13 Mar 2025 11:20:05 GMT

Hello EvaBertalan,

yes, I change it back with ALT + F9.

We use Office365 running on Windows 11 machine.

What confuse me is that it stop works when edit working merge field.

Pure open and close field window is enough.

result:

Re: Merge Fields in Word Template export do not work when edited

EvaBertalan — Thu, 13 Mar 2025 15:56:52 GMT

Hi @MM_10991077 ,

Mergefields are processed during the Codebeamer export.

They won't be evaluated if you change them in the exported document.

Try to change them in the template document.

See: https://support.ptc.com/help/codebeamer/r2.2/en/index.html#page/codebeamer/user_guide/ug_merge_fields_export.html#

Re: Merge Fields in Word Template export do not work when edited

MM_10991077 — Fri, 21 Mar 2025 10:55:30 GMT

Hello @EvaBertalan ,

I downloaded systems templates from: $CB_HOME/tomcat/webapps/cb/exporttemplates/Trackers

Templates work fine.

Below is example for tracker:

I made a copy of "template-items-all.docx" and delete all fields except Description (line 1).

Then created same merged field (Description mine).

And copy original description from first line (Description copied).

Made export to office:

Result is below:

There is also second issue.

I am not able to populate data from header in blue square on the first picture.

thank you

Re: Merge Fields in Word Template export do not work when edited

EvaBertalan — Mon, 24 Mar 2025 15:56:43 GMT

Hi @MM_10991077 ,

We have some articles regarding to description and Word export:

https://www.ptc.com/en/support/article/CS431288

https://www.ptc.com/en/support/article/CS405694

https://www.ptc.com/en/support/article/CS430570

Sadly I cannot identify the issue without more specific data.

Report it on the eSupport page where you can share sensitive data, and we can check this problem more detailed.

Re: Merge Fields in Word Template export do not work when edited

MM_10991077 — Mon, 07 Apr 2025 08:54:32 GMT

Hello @EvaBertalan ,
I will report it on the eSupport.

thank you